Outperforming with quantitative, data driven investing.

Create Your Strategic Allocation Backtest

A backtest is a simulation of an investment strategy using historical prices. This strategic allocation backtest rebalances the portfolio to a target allocation.

What stocks would you like to include in your portfolio?

Select benchmarks that you would like to compare your strategy's performance against.

Decide on the target weight for each instrument in the portfolio. During rebalancing, the weight of each instrument will be adjusted to the target weight.

Stock Portfolio Weight (%)

How often should your portfolio be rebalanced?

Rebalance frequency

Backtest Name