Princeton Asset
Create New Model
Sign Up
Sign In
Open main menu
Portfolio Backtest
Name:
Save instance
Ticker
Name
Weight
Action
No assets added yet. Click "Add Assets" to get started.
No assets added yet. Click "Add Assets" to get started.
Add Assets
Advanced input options
Analysis Start Year
Analysis End Year
Initial Investment amount
Rebalance strategy
Rebalance every
year(s)
Overbalance
Draw Down Threshold
Range: 1% to 99%
Overbalance Ratio
Range: 0% to 100000%
Output
Portfolio Stats
Portfolio Real Cumulative Growth
# of forecast years
5
Portfolio Weights
Portfolio Draw Down
Portfolio 20 Year Stats
Portfolio 30 Year Stats
Data Sources
Feedback