Portfolio Backtester
Multi-asset portfolio analysis.
Build a portfolio with custom weights, test rebalancing strategies, compare against the S&P 500. Up to 10 assets, with full dividend reinvestment.
Values displayed in USD. For accurate results, use stocks traded in the same currency.
Asset Ticker
Weight %
Initial Value
Final Value
Total Return
CAGR
Total Dividends
Max Drawdown
Performance
Portfolio value over time
Risk
Drawdown over time
Income
Annual dividend income
Portfolio vs S&P 500
S&P 500 Return
Excess Return
Portfolio Sharpe
S&P 500 Sharpe
Composition
Final portfolio composition
| Company | Initial Shares | Final Shares | % of Portfolio |
|---|