How to Use Portfolio Backtest Tool
Analyze historical portfolio performance in minutes. No technical skills required.
Start with Free Comparison
Try our free tier to compare USD passive savings vs S&P 500 benchmark. Set your monthly investment amount and time period to see how they would have performed.
Free Tier Includes:
• USD Passive Savings (no investment, just cash accumulation)
• S&P 500 Benchmark (dollar-cost averaging)
• Side-by-side performance comparison chart
Configure Your Analysis
Set your parameters: monthly investment amount, time period (years), and for premium users, select your asset allocation (stocks, crypto, ETFs, etc.) with custom percentages.
Example Configuration:
Monthly Investment: $1,000
Time Period: 2 years
Allocation: 20% NVDA, 20% META, 20% GOOG, 10% BTC-USD, 10% ETH-USD, 10% SOL-USD, 10% FGDL
View Performance Chart
Get an interactive chart showing portfolio value over time. Compare your custom allocation against benchmarks to see how different strategies would have performed historically.
Chart shows:
• Portfolio value month-by-month
• Comparison with S&P 500 benchmark
• Comparison with USD passive savings
• Final portfolio value and returns
Export & Analyze
Download your results, compare different allocations, and make informed investment decisions. Premium users can save multiple portfolio configurations and track them over time.
Available features:
• Download performance chart as image
• Export portfolio data to CSV
• Save and compare multiple allocations (Premium)
• Historical performance insights
Pro Tips
Use Longer Time Periods
Analyze at least 2+ years of data to see meaningful performance differences and account for market cycles.
Compare Multiple Allocations
Test different asset mixes to find the optimal balance between risk and return for your goals.
Consider Dollar-Cost Averaging
Our tool simulates monthly investments, which smooths out volatility and often improves long-term returns.
Validate with Benchmarks
Always compare your custom portfolio against S&P 500 and passive savings to understand relative performance.