Backtester

Backtester

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.

Investment details

Advanced mode options

Portfolios composition

false
Portfolio 1
%
Portfolio 2
%
Portfolio 3
%
false
Portfolio 1
%
Portfolio 2
%
Portfolio 3
%
false
Portfolio 1
%
Portfolio 2
%
Portfolio 3
%
false
Portfolio 1
%
Portfolio 2
%
Portfolio 3
%
false
Portfolio 1
%
Portfolio 2
%
Portfolio 3
%

Weights

Assets weights in each portfolio must add to 100%

Portfolio 1
0%
Portfolio 2
0%
Portfolio 3
0%