This tool lets you build and backtest portfolios using mutual funds, ETFs, and stocks. Analyze returns, risk, style exposures, and drawdowns. Compare up to three portfolios against a benchmark, with options for periodic contributions or withdrawals and rebalancing strategies. Get insights on returns, fund fundamentals, and risk/return breakdowns for each asset.
Fund name | Portfolio 1 | Portfolio 2 | Portfolio 3 |
---|---|---|---|
Portfolio 1 % | Portfolio 2 % | Portfolio 3 % | |
Portfolio 1 % | Portfolio 2 % | Portfolio 3 % | |
Portfolio 1 % | Portfolio 2 % | Portfolio 3 % | |
Portfolio 1 % | Portfolio 2 % | Portfolio 3 % | |
Portfolio 1 % | Portfolio 2 % | Portfolio 3 % | |
WeightsAssets weights in each portfolio must add to 100% | Portfolio 1 0% | Portfolio 2 0% | Portfolio 3 0% |