Understand past performance

See how a portfolio would have performed across market history.

Needs:

Tickers and target weights · Date range · Benchmark

You get:

Growth of $10,000 (nominal and real) · CAGR, volatility, Sharpe, Sortino, Calmar

Test broad asset-class mixes instead of individual tickers.

Needs:

Asset-class weights · Date range · Benchmark

You get:

Full performance and risk metrics · Growth and drawdown charts

Watch your investment grow — dividends vs. price growth, replayed.

Needs:

A stock, ETF, or portfolio of tickers · Start and end date · Initial investment

You get:

An animated time-lapse of your equity curve · Three separate lines: contributions, price growth, and dividends

See how much your backtest depends on the assumptions you're least sure about.

Needs:

A portfolio (tickers + weights) and base backtest settings · One parameter to sweep (fee, rebalance cost, rebalance frequency, or start year) · The output metric to track (CAGR, Sharpe, max drawdown, final balance, or volatility)

You get:

A verdict on how sensitive the result is to that assumption · A one-way chart of the metric across the swept range