Backtest Portfolio

Overview

Our portfolio backtesting tool allows you to evaluate the historical performance of up to 3 portfolios. We support 2 portfolio types: asset classes and tickers (stock, ETF, mutual funds). Multiple backtesting scenarios are supported such as periodic capital inflows or outflows, allocation rebalancing frequency and leverage type. Our tool provides historical returns, risk metrics, drawdowns and rolling returns information about your selected portfolios.

Portfolio Configuration
Portfolio Type
Tickers
Start
Jan
1972
End
May
2024
Initial Capital
$
Additional Capital
None
Rebalancing Frequency
None
Dividend Reinvested
Yes
Show advanced configurations
Asset Allocation
Asset
Portfolio 1
Portfolio 2
Portfolio 3
Asset 1
Select...
%
%
%
Asset 2
Select...
%
%
%
Asset 3
Select...
%
%
%
Asset 4
Select...
%
%
%
Asset 5
Select...
%
%
%
Asset 6
Select...
%
%
%
Asset 7
Select...
%
%
%
Asset 8
Select...
%
%
%
Asset 9
Select...
%
%
%
Asset 10
More
Select...
%
%
%
Total
%
%
%
Backtest Portfolios
Limit: 0/5.
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