This portfolio backtesting tool allows you to construct one or more portfolios based on the selected mutual funds, ETFs and stocks to analyze and backtest portfolio returns, risk characteristics, standard deviation, annual returns and rolling returns. The results include a visualization of the portfolio growth chart and rolling returns, CAGR, standard deviation, Sharpe ratio, Sortino ratio, annual returns and inflation adjusted returns. A periodic contribution or withdrawal can also be specified together with the preferred portfolio rebalancing strategy. You can alsoanalyze and compare asset class based lazy portfolioswith a longer time horizon starting from 1972.

Enter percentage allocation for asset 1 in portfolio 1

Enter percentage allocation for asset 1 in portfolio 2

Enter percentage allocation for asset 1 in portfolio 3

Enter percentage allocation for asset 2 in portfolio 1

Enter percentage allocation for asset 2 in portfolio 2

Enter percentage allocation for asset 2 in portfolio 3

Enter percentage allocation for asset 3 in portfolio 1

Enter percentage allocation for asset 3 in portfolio 2

Enter percentage allocation for asset 3 in portfolio 3

Enter percentage allocation for asset 4 in portfolio 1

Enter percentage allocation for asset 4 in portfolio 2

Enter percentage allocation for asset 4 in portfolio 3

Enter percentage allocation for asset 5 in portfolio 1

Enter percentage allocation for asset 5 in portfolio 2

Enter percentage allocation for asset 5 in portfolio 3

Enter percentage allocation for asset 6 in portfolio 1

Enter percentage allocation for asset 6 in portfolio 2

Enter percentage allocation for asset 6 in portfolio 3

Enter percentage allocation for asset 7 in portfolio 1

Enter percentage allocation for asset 7 in portfolio 2

Enter percentage allocation for asset 7 in portfolio 3

Enter percentage allocation for asset 8 in portfolio 1

Enter percentage allocation for asset 8 in portfolio 2

Enter percentage allocation for asset 8 in portfolio 3

Enter percentage allocation for asset 9 in portfolio 1

Enter percentage allocation for asset 9 in portfolio 2

Enter percentage allocation for asset 9 in portfolio 3

Enter percentage allocation for asset 10 in portfolio 1

Enter percentage allocation for asset 10 in portfolio 2

Enter percentage allocation for asset 10 in portfolio 3

You can upload a portfolio asset allocation by selecting a file below. The import uses a standard Excel or CSV file format with a ticker symbol followed by asset balance or weight on each row, and you can download sample CSV files (example 1,example 2) showing the import data format.

You can upload a list of tickers by selecting either a text file of an Excel file below. The tickers in the file can be listed either on separate lines or on the same line.