Momentum ranking
Relative strength
Rank investments by recent performance and hold the strongest.
Backtest methods
Choose a backtest
Use a guided method for an established investment rule, or describe a custom strategy for a structured review.
Guided methods
Start from an established approach
Choose the question you want to investigate. Each method makes different assumptions; historical results do not establish future profitability.
Trend threshold
Moving average
Use a price trend threshold to decide when investments are held.
Company measures
Fundamentals
Rank companies using financial and valuation measures at each rebalance.
Price levels and risk
Breakout trading
Test entries after prices cross defined levels, with explicit exit and risk rules.
Fixed target weights
Strategic allocation
Rebalance a chosen group of investments to fixed target weights.