quarterly rebalance · Benchmark: SPY · 2010-09-30 to 2026-08-17
Growth of $100,000 — logarithmic scale
Decline from the prior peak, on daily equity
| Metric | Quarterly Pick | SPY |
|---|---|---|
| Start Balance | $100,000 | $100,000 |
| End Balance | $41,022,404 | $861,443 |
| Annualized Return (CAGR) | 46.23% | 14.57% |
| Standard Deviation | 36.08% | 14.06% |
| Best Year | 295.37% | 32.31% |
| Worst Year | -29.19% | -18.18% |
| Maximum Drawdown (Daily) | -50.38% (2011-10-03) | -33.72% (2020-03-23) |
| Maximum Drawdown (Monthly) | -43.87% (2011-09-30) | -23.93% (2022-09-30) |
| Sharpe Ratio | 1.22 | 0.94 |
| Sortino Ratio | 2.19 | 1.36 |
| Benchmark Correlation | 0.61 | 1.00 |
Sharpe and Sortino use returns in excess of the 3-month T-bill (FRED DGS3MO), averaging 1.59% a year over this window; Sortino's downside deviation is measured below that same rate.
| Year | Strategy Return | Balance | SPY Return | Balance |
|---|---|---|---|---|
| 2026 | -27.50% | $44,939,033 | 10.13% | $864,686 |
| 2025 | 85.43% | $61,984,401 | 17.72% | $785,149 |
| 2024 | 48.48% | $33,427,377 | 24.89% | $666,968 |
| 2023 | 68.57% | $22,512,579 | 26.18% | $534,060 |
| 2022 | -0.77% | $13,355,377 | -18.18% | $423,266 |
| 2021 | 47.95% | $13,459,298 | 28.73% | $517,285 |
| 2020 | 295.37% | $9,097,499 | 18.33% | $401,841 |
| 2019 | 100.38% | $2,301,037 | 31.22% | $339,589 |
| 2018 | -10.03% | $1,148,327 | -4.57% | $258,786 |
| 2017 | 52.12% | $1,276,348 | 21.71% | $271,176 |
| 2016 | 53.04% | $839,062 | 12.00% | $222,813 |
| 2015 | 37.61% | $548,261 | 1.23% | $198,944 |
| 2014 | 59.74% | $398,409 | 13.46% | $196,519 |
| 2013 | 118.30% | $249,412 | 32.31% | $173,199 |
| 2012 | 19.26% | $114,252 | 15.99% | $130,906 |
| 2011 | -29.19% | $95,800 | 1.90% | $112,860 |
| 2010 | 35.30% | $135,297 | 10.76% | $110,761 |
| Year | Month | Strategy | Balance | SPY | Balance | Holdings |
|---|---|---|---|---|---|---|
| 2026 | 2026-08 | 9.13% | $49,042,981 | 3.43% | $894,352 | GLD 100% |
| 2026 | 2026-07 | 0.86% | $44,939,033 | 0.03% | $864,686 | GLD 100% |
| 2026 | 2026-06 | -11.68% | $44,556,820 | -1.03% | $864,385 | GLD 100% |
| 2026 | 2026-05 | -1.54% | $50,452,088 | 5.26% | $873,374 | GLD 100% |
| 2026 | 2026-04 | -1.54% | $51,243,124 | 10.51% | $829,710 | GLD 100% |
| 2026 | 2026-03 | -15.71% | $52,045,046 | -4.94% | $750,833 | UPRO 100% |
| 2026 | 2026-02 | -3.60% | $61,743,448 | -0.86% | $789,835 | UPRO 100% |
| 2026 | 2026-01 | 3.33% | $64,045,909 | 1.47% | $796,720 | UPRO 100% |
| 2025 | 2025-12 | -3.21% | $61,984,401 | 0.08% | $785,149 | TNA 100% |
| 2025 | 2025-11 | 0.77% | $64,041,999 | 0.20% | $784,523 | TNA 100% |
| 2025 | 2025-10 | 3.27% | $63,552,298 | 2.38% | $782,996 | TNA 100% |
| 2025 | 2025-09 | 15.82% | $61,539,083 | 3.56% | $764,766 | TQQQ 100% |
| 2025 | 2025-08 | 1.30% | $53,132,303 | 2.05% | $738,462 | TQQQ 100% |
| 2025 | 2025-07 | 6.28% | $52,448,525 | 2.30% | $723,614 | TQQQ 100% |
| 2025 | 2025-06 | 14.92% | $49,350,725 | 5.14% | $707,323 | UPRO 100% |
| 2025 | 2025-05 | 18.25% | $42,944,428 | 6.28% | $672,753 | UPRO 100% |
| 2025 | 2025-04 | -8.70% | $36,318,132 | -0.87% | $632,974 | UPRO 100% |
| 2025 | 2025-03 | 9.45% | $39,779,312 | -5.57% | $638,509 | GLD 100% |
| 2025 | 2025-02 | 1.82% | $36,345,868 | -1.27% | $676,186 | GLD 100% |
| 2025 | 2025-01 | 6.79% | $35,695,628 | 2.69% | $684,880 | GLD 100% |
| 2024 | 2024-12 | -8.41% | $33,427,377 | -2.41% | $666,968 | UPRO 100% |
| 2024 | 2024-11 | 17.41% | $36,496,889 | 5.96% | $683,411 | UPRO 100% |
| 2024 | 2024-10 | -4.10% | $31,085,344 | -0.89% | $644,950 | UPRO 100% |
| 2024 | 2024-09 | 5.09% | $32,412,842 | 2.10% | $650,758 | GLD 100% |
| 2024 | 2024-08 | 2.09% | $30,843,274 | 2.34% | $637,370 | GLD 100% |
| 2024 | 2024-07 | 5.37% | $30,211,181 | 1.21% | $622,817 | GLD 100% |
| 2024 | 2024-06 | -0.13% | $28,672,283 | 3.53% | $615,366 | GLD 100% |
| 2024 | 2024-05 | 1.62% | $28,710,956 | 5.06% | $594,395 | GLD 100% |
| 2024 | 2024-04 | 2.99% | $28,253,554 | -4.03% | $565,779 | GLD 100% |
| 2024 | 2024-03 | 2.36% | $27,433,432 | 3.27% | $589,549 | TQQQ 100% |
| 2024 | 2024-02 | 14.67% | $26,801,956 | 5.22% | $570,880 | TQQQ 100% |
| 2024 | 2024-01 | 3.83% | $23,374,005 | 1.59% | $542,565 | TQQQ 100% |
| 2023 | 2023-12 | 1.28% | $22,512,579 | 4.57% | $534,060 | GLD 100% |
| 2023 | 2023-11 | 2.53% | $22,227,595 | 9.13% | $510,742 | GLD 100% |
| 2023 | 2023-10 | 7.37% | $21,678,823 | -2.17% | $467,993 | GLD 100% |
| 2023 | 2023-09 | -4.76% | $20,190,311 | -4.74% | $478,378 | GLD 100% |
| 2023 | 2023-08 | -1.28% | $21,199,533 | -1.63% | $502,200 | GLD 100% |
| 2023 | 2023-07 | 2.29% | $21,473,919 | 3.27% | $510,496 | GLD 100% |
| 2023 | 2023-06 | 18.36% | $20,993,449 | 6.48% | $494,316 | TQQQ 100% |
| 2023 | 2023-05 | 23.01% | $17,737,132 | 0.46% | $464,233 | TQQQ 100% |
| 2023 | 2023-04 | -0.04% | $14,419,394 | 1.60% | $462,100 | TQQQ 100% |
| 2023 | 2023-03 | 7.92% | $14,424,500 | 3.71% | $454,834 | GLD 100% |
| 2023 | 2023-02 | -5.37% | $13,366,399 | -2.51% | $438,573 | GLD 100% |
| 2023 | 2023-01 | 5.76% | $14,124,547 | 6.29% | $449,884 | GLD 100% |
| 2022 | 2022-12 | 2.93% | $13,355,377 | -5.76% | $423,266 | GLD 100% |
| 2022 | 2022-11 | 8.49% | $12,975,122 | 5.56% | $449,150 | GLD 100% |
| 2022 | 2022-10 | -1.78% | $11,959,534 | 8.13% | $425,496 | GLD 100% |
| 2022 | 2022-09 | -2.89% | $12,176,822 | -9.24% | $393,513 | GLD 100% |
| 2022 | 2022-08 | -2.94% | $12,538,970 | -4.08% | $433,597 | GLD 100% |
| 2022 | 2022-07 | -2.59% | $12,919,226 | 9.21% | $452,041 | GLD 100% |
| 2022 | 2022-06 | -1.57% | $13,262,479 | -8.25% | $413,924 | GLD 100% |
| 2022 | 2022-05 | -3.26% | $13,473,469 | 0.23% | $451,124 | GLD 100% |
| 2022 | 2022-04 | -2.07% | $13,927,728 | -8.78% | $450,108 | GLD 100% |
| 2022 | 2022-03 | 1.27% | $14,222,169 | 3.76% | $493,415 | GLD 100% |
| 2022 | 2022-02 | 6.12% | $14,043,458 | -2.95% | $475,539 | GLD 100% |
| 2022 | 2022-01 | -1.68% | $13,233,349 | -5.27% | $490,002 | GLD 100% |
| 2021 | 2021-12 | 3.30% | $13,459,298 | 4.62% | $517,285 | GLD 100% |
| 2021 | 2021-11 | -0.69% | $13,029,444 | -0.80% | $494,419 | GLD 100% |
| 2021 | 2021-10 | 1.48% | $13,119,981 | 7.02% | $498,424 | GLD 100% |
| 2021 | 2021-09 | -16.67% | $12,928,673 | -4.66% | $465,745 | TQQQ 100% |
| 2021 | 2021-08 | 12.62% | $15,515,031 | 2.98% | $488,513 | TQQQ 100% |
| 2021 | 2021-07 | 8.36% | $13,776,609 | 2.44% | $474,395 | TQQQ 100% |
| 2021 | 2021-06 | -7.15% | $12,713,836 | 2.24% | $463,090 | GLD 100% |
| 2021 | 2021-05 | 7.68% | $13,692,532 | 0.66% | $452,932 | GLD 100% |
| 2021 | 2021-04 | 3.56% | $12,716,139 | 5.29% | $449,977 | GLD 100% |
| 2021 | 2021-03 | 0.97% | $12,278,604 | 4.54% | $427,365 | TNA 100% |
| 2021 | 2021-02 | 17.78% | $12,160,634 | 2.78% | $408,805 | TNA 100% |
| 2021 | 2021-01 | 13.50% | $10,325,222 | -1.02% | $397,746 | TNA 100% |
| 2020 | 2020-12 | 15.05% | $9,097,499 | 3.70% | $401,841 | TQQQ 100% |
| 2020 | 2020-11 | 34.54% | $7,907,519 | 10.88% | $387,485 | TQQQ 100% |
| 2020 | 2020-10 | -10.28% | $5,877,346 | -2.49% | $349,471 | TQQQ 100% |
| 2020 | 2020-09 | -18.88% | $6,550,400 | -3.74% | $358,407 | TQQQ 100% |
| 2020 | 2020-08 | 35.17% | $8,074,656 | 6.98% | $372,349 | TQQQ 100% |
| 2020 | 2020-07 | 22.25% | $5,973,924 | 5.89% | $348,056 | TQQQ 100% |
| 2020 | 2020-06 | 17.98% | $4,886,528 | 1.77% | $328,698 | TQQQ 100% |
| 2020 | 2020-05 | 18.63% | $4,141,914 | 4.76% | $322,971 | TQQQ 100% |
| 2020 | 2020-04 | 46.45% | $3,491,378 | 12.70% | $308,282 | TQQQ 100% |
| 2020 | 2020-03 | -0.22% | $2,383,965 | -12.49% | $273,547 | GLD 100% |
| 2020 | 2020-02 | -0.64% | $2,389,279 | -7.92% | $312,579 | GLD 100% |
| 2020 | 2020-01 | 4.50% | $2,404,576 | -0.04% | $339,452 | GLD 100% |
| 2019 | 2019-12 | 8.38% | $2,301,037 | 2.91% | $339,589 | UPRO 100% |
| 2019 | 2019-11 | 10.73% | $2,123,107 | 3.62% | $330,000 | UPRO 100% |
| 2019 | 2019-10 | 5.70% | $1,917,327 | 2.21% | $318,472 | UPRO 100% |
| 2019 | 2019-09 | 5.30% | $1,813,945 | 1.95% | $311,585 | UPRO 100% |
| 2019 | 2019-08 | -6.62% | $1,722,706 | -1.67% | $305,638 | UPRO 100% |
| 2019 | 2019-07 | 3.80% | $1,844,795 | 1.51% | $310,842 | UPRO 100% |
| 2019 | 2019-06 | 23.00% | $1,777,187 | 6.96% | $306,212 | TQQQ 100% |
| 2019 | 2019-05 | -24.01% | $1,444,881 | -6.38% | $286,291 | TQQQ 100% |
| 2019 | 2019-04 | 16.64% | $1,901,477 | 4.09% | $305,791 | TQQQ 100% |
| 2019 | 2019-03 | 4.85% | $1,630,166 | 1.81% | $293,789 | UPRO 100% |
| 2019 | 2019-02 | 9.28% | $1,554,764 | 3.24% | $288,566 | UPRO 100% |
| 2019 | 2019-01 | 23.89% | $1,422,697 | 8.01% | $279,506 | UPRO 100% |
| 2018 | 2018-12 | 4.94% | $1,148,327 | -8.80% | $258,786 | GLD 100% |
| 2018 | 2018-11 | 0.34% | $1,094,249 | 1.85% | $283,771 | GLD 100% |
| 2018 | 2018-10 | 2.12% | $1,090,555 | -6.91% | $278,604 | GLD 100% |
| 2018 | 2018-09 | -0.66% | $1,067,920 | 0.59% | $299,285 | GLD 100% |
| 2018 | 2018-08 | -2.14% | $1,075,023 | 3.19% | $297,517 | GLD 100% |
| 2018 | 2018-07 | -2.24% | $1,098,511 | 3.70% | $288,314 | GLD 100% |
| 2018 | 2018-06 | -3.61% | $1,123,703 | 0.58% | $278,014 | GLD 100% |
| 2018 | 2018-05 | -1.20% | $1,165,847 | 2.43% | $276,424 | GLD 100% |
| 2018 | 2018-04 | -0.95% | $1,179,959 | 0.52% | $269,864 | GLD 100% |
| 2018 | 2018-03 | -8.69% | $1,191,324 | -2.74% | $268,477 | UPRO 100% |
| 2018 | 2018-02 | -13.53% | $1,304,670 | -3.64% | $276,043 | UPRO 100% |
| 2018 | 2018-01 | 18.22% | $1,508,849 | 5.64% | $286,459 | UPRO 100% |
| 2017 | 2017-12 | -1.70% | $1,276,348 | 1.21% | $271,176 | TNA 100% |
| 2017 | 2017-11 | 8.21% | $1,298,416 | 3.06% | $267,926 | TNA 100% |
| 2017 | 2017-10 | 1.94% | $1,199,933 | 2.36% | $259,980 | TNA 100% |
| 2017 | 2017-09 | -1.06% | $1,177,081 | 2.01% | $253,995 | TQQQ 100% |
| 2017 | 2017-08 | 5.04% | $1,189,650 | 0.29% | $248,978 | TQQQ 100% |
| 2017 | 2017-07 | 12.56% | $1,132,573 | 2.06% | $248,254 | TQQQ 100% |
| 2017 | 2017-06 | -8.07% | $1,006,159 | 0.64% | $243,254 | TQQQ 100% |
| 2017 | 2017-05 | 11.43% | $1,094,453 | 1.41% | $241,713 | TQQQ 100% |
| 2017 | 2017-04 | 8.07% | $982,154 | 0.99% | $238,349 | TQQQ 100% |
| 2017 | 2017-03 | -0.43% | $908,799 | 0.13% | $236,006 | GLD 100% |
| 2017 | 2017-02 | 3.18% | $912,703 | 3.93% | $235,712 | GLD 100% |
| 2017 | 2017-01 | 5.42% | $884,533 | 1.79% | $226,800 | GLD 100% |
| 2016 | 2016-12 | 2.60% | $839,062 | 2.03% | $222,813 | TQQQ 100% |
| 2016 | 2016-11 | 1.10% | $817,827 | 3.68% | $218,386 | TQQQ 100% |
| 2016 | 2016-10 | -4.61% | $808,924 | -1.73% | $210,627 | TQQQ 100% |
| 2016 | 2016-09 | 2.18% | $848,031 | 0.01% | $214,343 | TNA 100% |
| 2016 | 2016-08 | 5.10% | $829,975 | 0.12% | $214,331 | TNA 100% |
| 2016 | 2016-07 | 18.00% | $789,719 | 3.65% | $214,074 | TNA 100% |
| 2016 | 2016-06 | -0.20% | $669,269 | 0.35% | $206,541 | UPRO 100% |
| 2016 | 2016-05 | 4.65% | $670,641 | 1.70% | $205,826 | UPRO 100% |
| 2016 | 2016-04 | 0.81% | $640,815 | 0.39% | $202,383 | UPRO 100% |
| 2016 | 2016-03 | -0.84% | $635,693 | 6.73% | $201,589 | GLD 100% |
| 2016 | 2016-02 | 10.93% | $641,097 | -0.08% | $188,883 | GLD 100% |
| 2016 | 2016-01 | 5.41% | $577,927 | -4.98% | $189,039 | GLD 100% |
| 2015 | 2015-12 | -5.77% | $548,261 | -1.73% | $198,944 | TQQQ 100% |
| 2015 | 2015-11 | 1.31% | $581,810 | 0.37% | $202,443 | TQQQ 100% |
| 2015 | 2015-10 | 37.23% | $574,275 | 8.51% | $201,706 | TQQQ 100% |
| 2015 | 2015-09 | -1.80% | $418,479 | -2.55% | $185,894 | GLD 100% |
| 2015 | 2015-08 | 3.71% | $426,155 | -6.09% | $190,761 | GLD 100% |
| 2015 | 2015-07 | -6.62% | $410,921 | 2.26% | $203,143 | GLD 100% |
| 2015 | 2015-06 | 1.79% | $440,057 | -2.03% | $198,655 | TNA 100% |
| 2015 | 2015-05 | 6.18% | $432,328 | 1.29% | $202,774 | TNA 100% |
| 2015 | 2015-04 | -7.90% | $407,172 | 0.98% | $200,200 | TNA 100% |
| 2015 | 2015-03 | 4.87% | $442,075 | -1.57% | $198,251 | TNA 100% |
| 2015 | 2015-02 | 18.13% | $421,547 | 5.62% | $201,414 | TNA 100% |
| 2015 | 2015-01 | -10.43% | $356,860 | -2.96% | $190,696 | TNA 100% |
| 2014 | 2014-12 | -7.51% | $398,409 | -0.25% | $196,519 | TQQQ 100% |
| 2014 | 2014-11 | 14.30% | $430,757 | 2.75% | $197,018 | TQQQ 100% |
| 2014 | 2014-10 | 6.58% | $376,882 | 2.36% | $191,751 | TQQQ 100% |
| 2014 | 2014-09 | -2.78% | $353,623 | -1.38% | $187,339 | TQQQ 100% |
| 2014 | 2014-08 | 15.47% | $363,720 | 3.95% | $189,959 | TQQQ 100% |
| 2014 | 2014-07 | 3.05% | $314,995 | -1.34% | $182,747 | TQQQ 100% |
| 2014 | 2014-06 | 6.23% | $305,675 | 2.06% | $185,237 | UPRO 100% |
| 2014 | 2014-05 | 6.62% | $287,760 | 2.32% | $181,490 | UPRO 100% |
| 2014 | 2014-04 | 1.65% | $269,888 | 0.70% | $177,374 | UPRO 100% |
| 2014 | 2014-03 | -3.14% | $265,500 | 0.83% | $176,149 | GLD 100% |
| 2014 | 2014-02 | 6.27% | $274,113 | 4.55% | $174,700 | GLD 100% |
| 2014 | 2014-01 | 3.42% | $257,939 | -3.52% | $167,094 | GLD 100% |
| 2013 | 2013-12 | 8.86% | $249,412 | 2.59% | $173,199 | TQQQ 100% |
| 2013 | 2013-11 | 10.34% | $229,115 | 2.96% | $168,822 | TQQQ 100% |
| 2013 | 2013-10 | 14.70% | $207,653 | 4.63% | $163,963 | TQQQ 100% |
| 2013 | 2013-09 | -4.78% | $181,045 | 3.16% | $156,706 | GLD 100% |
| 2013 | 2013-08 | 5.20% | $190,142 | -3.00% | $151,899 | GLD 100% |
| 2013 | 2013-07 | 7.43% | $180,735 | 5.17% | $156,596 | GLD 100% |
| 2013 | 2013-06 | -3.25% | $168,235 | -1.33% | $148,901 | TNA 100% |
| 2013 | 2013-05 | 11.48% | $173,879 | 2.36% | $150,915 | TNA 100% |
| 2013 | 2013-04 | -1.84% | $155,981 | 1.92% | $147,434 | TNA 100% |
| 2013 | 2013-03 | 13.72% | $158,910 | 3.80% | $144,655 | TNA 100% |
| 2013 | 2013-02 | 2.52% | $139,743 | 1.28% | $139,363 | TNA 100% |
| 2013 | 2013-01 | 19.31% | $136,313 | 5.12% | $137,608 | TNA 100% |
| 2012 | 2012-12 | -1.93% | $114,252 | 0.89% | $130,906 | TQQQ 100% |
| 2012 | 2012-11 | 3.19% | $116,503 | 0.57% | $129,747 | TQQQ 100% |
| 2012 | 2012-10 | -15.63% | $112,906 | -1.82% | $129,017 | TQQQ 100% |
| 2012 | 2012-09 | 7.52% | $133,828 | 2.54% | $131,408 | UPRO 100% |
| 2012 | 2012-08 | 6.53% | $124,470 | 2.51% | $128,159 | UPRO 100% |
| 2012 | 2012-07 | 3.52% | $116,844 | 1.18% | $125,027 | UPRO 100% |
| 2012 | 2012-06 | 9.79% | $112,876 | 4.06% | $123,565 | TQQQ 100% |
| 2012 | 2012-05 | -20.45% | $102,807 | -6.01% | $118,747 | TQQQ 100% |
| 2012 | 2012-04 | -4.30% | $129,231 | -0.67% | $126,334 | TQQQ 100% |
| 2012 | 2012-03 | 9.29% | $135,044 | 3.22% | $127,183 | UPRO 100% |
| 2012 | 2012-02 | 13.24% | $123,561 | 4.34% | $123,219 | UPRO 100% |
| 2012 | 2012-01 | 13.90% | $109,115 | 4.64% | $118,094 | UPRO 100% |
| 2011 | 2011-12 | -2.83% | $95,800 | 1.04% | $112,860 | TQQQ 100% |
| 2011 | 2011-11 | -10.15% | $98,590 | -0.41% | $111,693 | TQQQ 100% |
| 2011 | 2011-10 | 31.54% | $109,722 | 10.91% | $112,148 | TQQQ 100% |
| 2011 | 2011-09 | -20.70% | $83,415 | -6.94% | $101,112 | UPRO 100% |
| 2011 | 2011-08 | -21.09% | $105,186 | -5.50% | $108,655 | UPRO 100% |
| 2011 | 2011-07 | -6.39% | $133,295 | -2.00% | $114,976 | UPRO 100% |
| 2011 | 2011-06 | -2.43% | $142,398 | -1.69% | $117,323 | GLD 100% |
| 2011 | 2011-05 | -1.79% | $145,948 | -1.12% | $119,336 | GLD 100% |
| 2011 | 2011-04 | 8.94% | $148,611 | 2.90% | $120,690 | GLD 100% |
| 2011 | 2011-03 | 1.60% | $136,409 | 0.01% | $117,293 | GLD 100% |
| 2011 | 2011-02 | 6.00% | $134,264 | 3.47% | $117,279 | GLD 100% |
| 2011 | 2011-01 | -6.38% | $126,666 | 2.33% | $113,342 | GLD 100% |
| 2010 | 2010-12 | 14.81% | $135,297 | 6.69% | $110,761 | TQQQ 100% |
| 2010 | 2010-11 | -1.43% | $117,841 | 0.00% | $103,820 | TQQQ 100% |
| 2010 | 2010-10 | 19.55% | $119,552 | 3.82% | $103,820 | TQQQ 100% |
| Signal Date | Earn Date | Allocation | Period Return |
|---|---|---|---|
| 2026-06-30 | 2026-08-31 | GLD 100% | 10.07% |
| 2026-03-31 | 2026-06-30 | GLD 100% | -14.39% |
| 2025-12-31 | 2026-03-31 | UPRO 100% | -16.04% |
| 2025-09-30 | 2025-12-31 | TNA 100% | 0.72% |
| 2025-06-30 | 2025-09-30 | TQQQ 100% | 24.70% |
| 2025-03-31 | 2025-06-30 | UPRO 100% | 24.06% |
| 2024-12-31 | 2025-03-31 | GLD 100% | 19.00% |
| 2024-09-30 | 2024-12-31 | UPRO 100% | 3.13% |
| 2024-06-30 | 2024-09-30 | GLD 100% | 13.05% |
| 2024-03-31 | 2024-06-30 | GLD 100% | 4.52% |
| 2023-12-31 | 2024-03-31 | TQQQ 100% | 21.86% |
| 2023-09-30 | 2023-12-31 | GLD 100% | 11.50% |
| 2023-06-30 | 2023-09-30 | GLD 100% | -3.83% |
| 2023-03-31 | 2023-06-30 | TQQQ 100% | 45.54% |
| 2022-12-31 | 2023-03-31 | GLD 100% | 8.01% |
| 2022-09-30 | 2022-12-31 | GLD 100% | 9.68% |
| 2022-06-30 | 2022-09-30 | GLD 100% | -8.19% |
| 2022-03-31 | 2022-06-30 | GLD 100% | -6.75% |
| 2021-12-31 | 2022-03-31 | GLD 100% | 5.67% |
| 2021-09-30 | 2021-12-31 | GLD 100% | 4.10% |
| 2021-06-30 | 2021-09-30 | TQQQ 100% | 1.69% |
| 2021-03-31 | 2021-06-30 | GLD 100% | 3.54% |
| 2020-12-31 | 2021-03-31 | TNA 100% | 34.97% |
| 2020-09-30 | 2020-12-31 | TQQQ 100% | 38.88% |
| 2020-06-30 | 2020-09-30 | TQQQ 100% | 34.05% |
| 2020-03-31 | 2020-06-30 | TQQQ 100% | 104.97% |
| 2019-12-31 | 2020-03-31 | GLD 100% | 3.60% |
| 2019-09-30 | 2019-12-31 | UPRO 100% | 26.85% |
| 2019-06-30 | 2019-09-30 | UPRO 100% | 2.07% |
| 2019-03-31 | 2019-06-30 | TQQQ 100% | 9.02% |
| 2018-12-31 | 2019-03-31 | UPRO 100% | 41.96% |
| 2018-09-30 | 2018-12-31 | GLD 100% | 7.53% |
| 2018-06-30 | 2018-09-30 | GLD 100% | -4.96% |
| 2018-03-31 | 2018-06-30 | GLD 100% | -5.68% |
| 2017-12-31 | 2018-03-31 | UPRO 100% | -6.66% |
| 2017-09-30 | 2017-12-31 | TNA 100% | 8.43% |
| 2017-06-30 | 2017-09-30 | TQQQ 100% | 16.99% |
| 2017-03-31 | 2017-06-30 | TQQQ 100% | 10.71% |
| 2016-12-31 | 2017-03-31 | GLD 100% | 8.31% |
| 2016-09-30 | 2016-12-31 | TQQQ 100% | -1.06% |
| 2016-06-30 | 2016-09-30 | TNA 100% | 26.71% |
| 2016-03-31 | 2016-06-30 | UPRO 100% | 5.28% |
| 2015-12-31 | 2016-03-31 | GLD 100% | 15.95% |
| 2015-09-30 | 2015-12-31 | TQQQ 100% | 31.01% |
| 2015-06-30 | 2015-09-30 | GLD 100% | -4.90% |
| 2015-03-31 | 2015-06-30 | TNA 100% | -0.46% |
| 2014-12-31 | 2015-03-31 | TNA 100% | 10.96% |
| 2014-09-30 | 2014-12-31 | TQQQ 100% | 12.66% |
| 2014-06-30 | 2014-09-30 | TQQQ 100% | 15.69% |
| 2014-03-31 | 2014-06-30 | UPRO 100% | 15.13% |
| 2013-12-31 | 2014-03-31 | GLD 100% | 6.45% |
| 2013-09-30 | 2013-12-31 | TQQQ 100% | 37.76% |
| 2013-06-30 | 2013-09-30 | GLD 100% | 7.61% |
| 2013-03-31 | 2013-06-30 | TNA 100% | 5.87% |
| 2012-12-31 | 2013-03-31 | TNA 100% | 39.09% |
| 2012-09-30 | 2012-12-31 | TQQQ 100% | -14.63% |
| 2012-06-30 | 2012-09-30 | UPRO 100% | 18.56% |
| 2012-03-31 | 2012-06-30 | TQQQ 100% | -16.42% |
| 2011-12-31 | 2012-03-31 | UPRO 100% | 40.96% |
| 2011-09-30 | 2011-12-31 | TQQQ 100% | 14.85% |
| 2011-06-30 | 2011-09-30 | UPRO 100% | -41.42% |
| 2011-03-31 | 2011-06-30 | GLD 100% | 4.39% |
| 2010-12-31 | 2011-03-31 | GLD 100% | 0.82% |
| 2010-09-30 | 2010-12-31 | TQQQ 100% | 35.30% |