Asset Allocation
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in trading 212 leverage, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every year.
Loading graphics...
The earliest data available for this chart is Mar 11, 2010, corresponding to the inception date of SOXL
Returns By Period
As of Apr 10, 2026, the trading 212 leverage returned -0.28% Year-To-Date and 35.41% of annualized return in the last 10 years.
| 1D | 1M | YTD | 6M | 1Y | 3Y* | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | -0.11% | 0.61% | -0.42% | 4.03% | 29.40% | 18.38% | 10.55% | 12.70% |
Portfolio trading 212 leverage | 0.68% | 3.17% | -0.28% | 6.78% | 93.26% | 43.39% | 22.27% | 35.41% |
| Portfolio components: | ||||||||
XLK State Street Technology Select Sector SPDR ETF | 0.39% | 1.69% | -0.81% | 2.74% | 47.59% | 25.42% | 15.89% | 21.85% |
UPRO ProShares UltraPro S&P 500 | -0.32% | 0.29% | -4.75% | 5.82% | 91.42% | 43.24% | 17.71% | 27.03% |
SQQQ ProShares UltraPro Short QQQ | -1.94% | -3.09% | -0.13% | -3.48% | -58.02% | -52.07% | -42.88% | -53.54% |
SMH VanEck Semiconductor ETF | 1.53% | 8.94% | 21.31% | 34.70% | 123.35% | 51.47% | 28.60% | 33.21% |
TQQQ ProShares UltraPro QQQ | 0.43% | -0.20% | -6.58% | 1.63% | 114.62% | 55.97% | 13.93% | 37.44% |
QQQ Invesco QQQ ETF | 0.14% | 0.68% | -0.40% | 3.92% | 37.62% | 25.34% | 13.31% | 19.62% |
SOXL Direxion Daily Semiconductor Bull 3x Shares | 6.13% | 36.19% | 81.75% | 123.30% | 695.99% | 68.79% | 12.10% | 47.35% |
TECL Direxion Daily Technology Bull 3X Shares | 0.69% | 2.52% | -10.71% | -17.50% | 115.56% | 46.81% | 17.76% | 40.74% |
Monthly Returns
Based on dividend-adjusted daily data since Mar 12, 2010, trading 212 leverage's average daily return is +0.14%, while the average monthly return is +2.85%. At this rate, your investment would double in approximately 2.1 years.
Historically, 61% of months were positive and 39% were negative. The best month was Nov 2023 with a return of +29.6%, while the worst month was Mar 2020 at -28.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.
On a daily basis, trading 212 leverage closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +19.8%, while the worst single day was Mar 16, 2020 at -23.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.06% | -5.75% | -10.87% | 15.19% | -0.28% | ||||||||
| 2025 | 0.34% | -6.18% | -16.14% | -4.02% | 17.60% | 17.41% | 5.55% | 0.60% | 14.04% | 12.31% | -7.94% | -0.23% | 30.66% |
| 2024 | 3.65% | 11.18% | 2.54% | -11.73% | 14.09% | 14.08% | -7.05% | -0.28% | 3.75% | -4.28% | 10.42% | -2.07% | 35.13% |
| 2023 | 21.07% | -1.80% | 20.72% | -1.78% | 18.44% | 14.22% | 7.26% | -5.87% | -14.42% | -4.70% | 29.57% | 12.73% | 129.37% |
| 2022 | -15.99% | -9.34% | 4.97% | -21.47% | -3.01% | -15.91% | 18.43% | -10.17% | -16.21% | 6.75% | 7.57% | -11.85% | -53.80% |
| 2021 | -1.20% | 2.49% | 2.90% | 10.57% | -1.85% | 12.99% | 6.66% | 8.17% | -12.82% | 18.32% | 7.54% | 5.40% | 72.35% |
Benchmark Metrics
trading 212 leverage has an annualized alpha of 8.05%, beta of 2.27, and R² of 0.86 versus S&P 500 Index. Calculated based on daily prices since March 12, 2010.
- This portfolio captured 332.22% of S&P 500 Index gains and 185.78% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- This portfolio generated an annualized alpha of 8.05% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- Beta of 2.27 means this portfolio moves significantly more than S&P 500 Index — expect amplified gains in rallies and amplified losses in downturns.
- Alpha
- 8.05%
- Beta
- 2.27
- R²
- 0.86
- Upside Capture
- 332.22%
- Downside Capture
- 185.78%
Expense Ratio
trading 212 leverage has an expense ratio of 0.69%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Return for Risk
Risk / Return Rank
trading 212 leverage ranks 29 for risk / return — below 29% of portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
| Portfolio | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.39 | 2.23 | +0.16 |
Sortino ratioReturn per unit of downside risk | 2.76 | 3.12 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.42 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 4.03 | 4.05 | -0.02 |
Martin ratioReturn relative to average drawdown | 13.09 | 17.91 | -4.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.
| Risk / Return Rank | Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|---|
XLK State Street Technology Select Sector SPDR ETF | 57 | 2.28 | 2.93 | 1.39 | 3.74 | 12.39 |
UPRO ProShares UltraPro S&P 500 | 64 | 2.33 | 2.82 | 1.38 | 4.45 | 18.10 |
SQQQ ProShares UltraPro Short QQQ | 1 | -1.12 | -1.93 | 0.79 | -0.95 | -1.08 |
SMH VanEck Semiconductor ETF | 94 | 4.15 | 4.49 | 1.61 | 9.61 | 35.05 |
TQQQ ProShares UltraPro QQQ | 57 | 2.28 | 2.65 | 1.35 | 4.18 | 13.52 |
QQQ Invesco QQQ ETF | 61 | 2.23 | 3.00 | 1.40 | 3.98 | 14.88 |
SOXL Direxion Daily Semiconductor Bull 3x Shares | 93 | 7.28 | 4.16 | 1.57 | 19.07 | 61.83 |
TECL Direxion Daily Technology Bull 3X Shares | 44 | 1.82 | 2.21 | 1.29 | 3.92 | 11.28 |
Loading graphics...
Dividends
Dividend yield
trading 212 leverage provided a 2.65% dividend yield over the last twelve months.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 2.65% | 2.52% | 0.96% | 0.88% | 0.63% | 0.29% | 0.47% | 0.58% | 0.79% | 0.45% | 0.72% | 0.57% |
| Portfolio components: | ||||||||||||
XLK State Street Technology Select Sector SPDR ETF | 0.54% | 0.54% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% |
UPRO ProShares UltraPro S&P 500 | 0.92% | 0.84% | 0.93% | 0.74% | 0.52% | 0.06% | 0.11% | 0.41% | 0.63% | 0.00% | 0.12% | 0.34% |
SQQQ ProShares UltraPro Short QQQ | 6.84% | 9.36% | 10.23% | 8.01% | 0.28% | 0.00% | 2.15% | 2.92% | 1.47% | 0.14% | 0.00% | 0.00% |
SMH VanEck Semiconductor ETF | 0.25% | 0.31% | 0.44% | 0.60% | 1.18% | 0.51% | 0.69% | 1.50% | 1.88% | 1.43% | 0.80% | 2.14% |
TQQQ ProShares UltraPro QQQ | 0.64% | 0.65% | 1.27% | 1.26% | 0.57% | 0.00% | 0.00% | 0.06% | 0.11% | 0.00% | 0.00% | 0.01% |
QQQ Invesco QQQ ETF | 0.46% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
SOXL Direxion Daily Semiconductor Bull 3x Shares | 0.10% | 0.34% | 1.18% | 0.51% | 1.07% | 0.04% | 0.05% | 0.38% | 1.30% | 0.09% | 4.84% | 0.00% |
TECL Direxion Daily Technology Bull 3X Shares | 7.96% | 7.19% | 0.29% | 0.28% | 0.22% | 0.32% | 0.52% | 0.25% | 0.47% | 0.10% | 0.00% | 0.00% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading graphics...
Worst Drawdowns
The table below displays the maximum drawdowns of the trading 212 leverage. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the trading 212 leverage was 57.18%, occurring on Oct 14, 2022. Recovery took 294 trading sessions.
The current trading 212 leverage drawdown is 11.27%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.18% | Dec 28, 2021 | 202 | Oct 14, 2022 | 294 | Dec 15, 2023 | 496 |
| -57.03% | Feb 20, 2020 | 23 | Mar 23, 2020 | 95 | Aug 6, 2020 | 118 |
| -45.18% | Jul 11, 2024 | 187 | Apr 8, 2025 | 75 | Jul 28, 2025 | 262 |
| -44.87% | Aug 30, 2018 | 80 | Dec 24, 2018 | 81 | Apr 23, 2019 | 161 |
| -37.21% | Feb 18, 2011 | 127 | Aug 19, 2011 | 124 | Feb 16, 2012 | 251 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading graphics...
Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 8 assets, with an effective number of assets of 5.69, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.
Asset Correlations Table
| Benchmark | SOXL | SMH | UPRO | XLK | TECL | SQQQ | TQQQ | QQQ | Portfolio | |
|---|---|---|---|---|---|---|---|---|---|---|
| Benchmark | 1.00 | 0.78 | 0.77 | 1.00 | 0.89 | 0.89 | -0.90 | 0.90 | 0.90 | 0.92 |
| SOXL | 0.78 | 1.00 | 0.98 | 0.77 | 0.85 | 0.85 | -0.83 | 0.83 | 0.83 | 0.88 |
| SMH | 0.77 | 0.98 | 1.00 | 0.77 | 0.85 | 0.85 | -0.83 | 0.83 | 0.83 | 0.88 |
| UPRO | 1.00 | 0.77 | 0.77 | 1.00 | 0.89 | 0.89 | -0.90 | 0.90 | 0.90 | 0.92 |
| XLK | 0.89 | 0.85 | 0.85 | 0.89 | 1.00 | 1.00 | -0.96 | 0.96 | 0.96 | 0.99 |
| TECL | 0.89 | 0.85 | 0.85 | 0.89 | 1.00 | 1.00 | -0.96 | 0.96 | 0.96 | 0.99 |
| SQQQ | -0.90 | -0.83 | -0.83 | -0.90 | -0.96 | -0.96 | 1.00 | -1.00 | -1.00 | -0.98 |
| TQQQ | 0.90 | 0.83 | 0.83 | 0.90 | 0.96 | 0.96 | -1.00 | 1.00 | 1.00 | 0.98 |
| QQQ | 0.90 | 0.83 | 0.83 | 0.90 | 0.96 | 0.96 | -1.00 | 1.00 | 1.00 | 0.98 |
| Portfolio | 0.92 | 0.88 | 0.88 | 0.92 | 0.99 | 0.99 | -0.98 | 0.98 | 0.98 | 1.00 |