Portfolio Backtester

Backtest Settings

Choose the historical window and the starting amount invested in each portfolio.

Initial investment

Each portfolio starts with this value.

Recurring contribution

Added to each portfolio on the selected schedule. Leave 0 for none.

Risk-free rate (%)

Used for Sharpe ratio.

Contribution frequency

Deposits occur on the first available trading day of each new period.

Start date

Leave blank to start at the latest first available date across all tickers.

End date

Leave blank to use the current date.

Weights are entered as percentages. Each portfolio must total 100%.

One line per portfolio, based on daily revalued historical returns.

Waiting for backtest

Portfolio	Final Value	Contributed	Gain/Loss	Total Return	CAGR	Std Dev	Max Drawdown	Sharpe	Rebalances
Run a backtest to compare portfolios.