Gyroscopic Investing Desert Portfolio 2x Leveraged: Rolling Returns

Simulation Settings
Period: March 2010 - January 2025 (~15 years)
Rebalancing: at every Jan 1st
Currency: USD
Inflation: US
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When holding the Gyroscopic Investing Desert Portfolio 2x Leveraged, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~15 years), the longest duration with a negative return was 52 months (from July 2019 to October 2023).

This indicates that, within the same timeframe, any rolling period of 53 months or more has consistently resulted in a positive return.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

GYROSCOPIC INVESTING DESERT PORTFOLIO 2X LEVERAGED
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 February 2015 - 31 January 2025 (10 Years)
Time Period: 1 March 2010 - 31 January 2025 (~15 years)
US Inflation Adjusted:

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Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

GYROSCOPIC INVESTING DESERT PORTFOLIO 2X LEVERAGED
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 March 2010 - 31 January 2025 (~15 years)
US Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-30.73%
Nov 2021 - Oct 2022
+11.33% +38.17%
Oct 2023 - Sep 2024
13.10%
22 out of 168
-35.71%
Nov 2021 - Oct 2022
+7.55% +34.92%
Oct 2023 - Sep 2024
20.83%
35 out of 168
-16.66%
Nov 2021 - Oct 2023
+10.56% +25.84%
Jan 2019 - Dec 2020
14.74%
23 out of 156
-20.99%
Nov 2021 - Oct 2023
+8.59% +23.60%
Jan 2019 - Dec 2020
17.95%
28 out of 156
-6.85%
Oct 2020 - Sep 2023
+8.48% +21.11%
Jan 2019 - Dec 2021
18.06%
26 out of 144
-11.90%
Oct 2020 - Sep 2023
+7.19% +16.94%
Jan 2019 - Dec 2021
21.53%
31 out of 144
-1.51%
Nov 2019 - Oct 2023
+9.47% +17.53%
Mar 2010 - Feb 2014
1.52%
2 out of 132
-5.82%
Nov 2019 - Oct 2023
+8.12% +15.18%
Mar 2010 - Feb 2014
16.67%
22 out of 132
+2.85%
Oct 2017 - Sep 2022
+8.93% +16.96%
Mar 2010 - Feb 2015
0.00%
0 out of 120
-0.88%
Nov 2017 - Oct 2022
+7.30% +15.11%
Mar 2010 - Feb 2015
5.00%
6 out of 120
+2.48%
Nov 2017 - Oct 2023
+9.51% +14.71%
Jul 2010 - Jun 2016
0.00%
0 out of 108
-1.22%
Nov 2017 - Oct 2023
+7.49% +12.80%
Jul 2010 - Jun 2016
2.78%
3 out of 108
+3.30%
Oct 2016 - Sep 2023
+9.37% +13.17%
Mar 2010 - Feb 2017
0.00%
0 out of 96
-0.21%
Oct 2016 - Sep 2023
+7.42% +11.38%
Sep 2013 - Aug 2020
2.08%
2 out of 96
+4.09%
Nov 2015 - Oct 2023
+9.89% +12.79%
Sep 2013 - Aug 2021
0.00%
0 out of 84
+0.80%
Nov 2015 - Oct 2023
+8.09% +10.62%
Sep 2013 - Aug 2021
0.00%
0 out of 84
+4.21%
Nov 2014 - Oct 2023
+10.17% +12.17%
Jul 2010 - Jun 2019
0.00%
0 out of 72
+1.26%
Nov 2014 - Oct 2023
+7.92% +10.39%
Aug 2011 - Jul 2020
0.00%
0 out of 72
+5.22%
Nov 2013 - Oct 2023
+7.73% +13.25%
Aug 2010 - Jul 2020
0.00%
0 out of 60
+2.37%
Nov 2013 - Oct 2023
+4.77% +11.32%
Aug 2010 - Jul 2020
0.00%
0 out of 60
+5.47%
Nov 2012 - Oct 2023
+7.80% +13.08%
Aug 2010 - Jul 2021
0.00%
0 out of 48
+2.78%
Oct 2012 - Sep 2023
+4.89% +10.84%
Jun 2010 - May 2021
0.00%
0 out of 48
+6.21%
Nov 2011 - Oct 2023
+7.81% +12.49%
Mar 2010 - Feb 2022
0.00%
0 out of 36
+3.55%
Nov 2011 - Oct 2023
+5.07% +9.99%
Mar 2010 - Feb 2022
0.00%
0 out of 36
+7.04%
Nov 2010 - Oct 2023
+8.50% +9.51%
Apr 2010 - Mar 2023
0.00%
0 out of 24
+4.28%
Nov 2010 - Oct 2023
+5.76% +6.78%
Apr 2010 - Mar 2023
0.00%
0 out of 24
+8.84%
May 2010 - Apr 2024
+9.34% +9.63%
Apr 2010 - Mar 2024
0.00%
0 out of 12
+6.04%
May 2010 - Apr 2024
+6.52% +6.83%
Apr 2010 - Mar 2024
0.00%
0 out of 12
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