Weekly Trend Performance Report

weekly rebalance · Benchmark: SPY · 2010-01-03 to 2026-08-11

Hypothetical backtested results. Not actual trading. May not include all costs or reflect real‑world conditions. Past performance does not guarantee future results. Trading involves risk, including loss of principal.

Portfolio Growth

Growth of $10,000 — logarithmic scale

Drawdown

Decline from the prior peak, on daily equity

Performance Summary

MetricWeekly TrendSPY
Start Balance$10,000$10,000
End Balance$1,007,589$91,109
Annualized Return (CAGR)32.10%14.26%
Standard Deviation33.52%17.10%
Best Year71.68%32.31%
Worst Year-7.97%-18.18%
Maximum Drawdown (Daily)-59.12% (2020-03-16)-33.72% (2020-03-23)
Maximum Drawdown (Monthly)-35.74% (2020-03-31)-23.93% (2022-09-30)
Sharpe Ratio1.000.87
Sortino Ratio1.071.08

Annual Returns

YearStrategy ReturnBalance SPY ReturnBalance
202613.22%$1,007,58913.60%$92,655
202519.72%$889,92317.72%$81,560
202446.20%$743,35224.89%$69,283
202312.73%$508,43626.18%$55,477
2022-7.97%$451,020-18.18%$43,968
202171.68%$490,05428.73%$53,734
202050.20%$285,45118.33%$41,742
201965.70%$190,04331.22%$35,276
201833.11%$114,693-4.57%$26,882
201743.42%$86,16621.71%$28,169
201641.97%$60,07912.00%$23,145
20159.53%$42,3171.23%$20,666
201440.26%$38,63413.46%$20,414
201339.16%$27,54532.31%$17,992
201240.95%$19,79415.99%$13,598
20115.51%$14,0431.90%$11,724
201033.09%$13,30915.06%$11,506

Current Allocation

Signal date: 2026-08-10

TickerWeight
BIL100.0%

Allocation History

StartEndDaysP&LAllocation
2026-07-272026-08-1030.15%BIL 100%
2025-01-212026-07-207939.55%UPRO 80%, TYD 20%
2025-01-132025-01-1310.09%BIL 100%
2023-12-112025-01-065754.50%UPRO 80%, TYD 20%
2023-08-142023-12-04171.73%BIL 100%
2023-07-172023-08-074-4.11%UPRO 80%, TYD 20%
2023-07-032023-07-1020.17%BIL 100%
2023-06-202023-06-2622.66%UPRO 80%, TYD 20%
2023-05-222023-06-1240.42%BIL 100%
2023-04-032023-05-1571.53%UPRO 80%, TYD 20%
2022-03-282023-03-27532.47%BIL 100%
2022-02-282022-03-2147.84%UPRO 80%, TYD 20%
2022-02-072022-02-2230.00%BIL 100%
2020-03-232022-01-3198366.44%UPRO 80%, TYD 20%
2020-03-162020-03-1610.01%BIL 100%
2019-02-042020-03-0958-28.60%UPRO 80%, TYD 20%
2019-01-222019-01-2820.08%BIL 100%
2019-01-072019-01-1427.84%UPRO 80%, TYD 20%
2018-09-242018-12-31150.60%BIL 100%
2018-05-292018-09-171720.00%UPRO 80%, TYD 20%
2018-05-142018-05-2120.09%BIL 100%
2018-04-302018-05-0727.59%UPRO 80%, TYD 20%
2018-04-232018-04-2310.03%BIL 100%
2018-04-022018-04-1637.20%UPRO 80%, TYD 20%
2018-02-122018-03-2670.18%BIL 100%
2017-07-242018-02-052915.19%UPRO 80%, TYD 20%
2017-07-032017-07-173-0.00%BIL 100%
2017-06-262017-06-261-2.14%UPRO 80%, TYD 20%
2017-06-192017-06-191-0.00%BIL 100%
2017-05-222017-06-1246.52%UPRO 80%, TYD 20%
2017-05-082017-05-1520.04%BIL 100%
2017-03-272017-05-0166.34%UPRO 80%, TYD 20%
2017-03-062017-03-2030.00%BIL 100%
2017-02-212017-02-2720.86%UPRO 80%, TYD 20%
2017-02-132017-02-1310.00%BIL 100%
2017-01-172017-02-0646.09%UPRO 80%, TYD 20%
2016-11-282017-01-0970.07%BIL 100%
2016-02-222016-11-214033.59%UPRO 80%, TYD 20%
2016-02-162016-02-1610.02%BIL 100%
2016-02-082016-02-0816.23%UPRO 80%, TYD 20%
2015-05-042016-02-0140-0.09%BIL 100%
2015-04-062015-04-2742.77%UPRO 80%, TYD 20%
2015-03-302015-03-3010.02%BIL 100%
2015-03-232015-03-231-2.44%UPRO 80%, TYD 20%
2015-02-172015-03-165-0.02%BIL 100%
2015-01-052015-02-0969.35%UPRO 80%, TYD 20%
2014-12-082014-12-294-0.02%BIL 100%
2014-04-072014-12-013535.77%UPRO 80%, TYD 20%
2014-03-102014-03-3140.00%BIL 100%
2014-03-032014-03-0313.31%UPRO 80%, TYD 20%
2013-05-132014-02-2442-0.07%BIL 100%
2013-03-182013-05-06813.58%UPRO 80%, TYD 20%
2013-03-112013-03-111-0.02%BIL 100%
2011-02-222013-03-0410764.80%UPRO 80%, TYD 20%
2011-02-072011-02-142-0.00%BIL 100%
2010-01-042011-01-315747.31%UPRO 80%, TYD 20%