Portfolio Backtest — Test Your Investment Strategy with Historical Data
Published by MarketXLS Limited
About this tutorial
Portfolio backtest - test any investment strategy against historical data before risking real money. This session demonstrates how to backtest portfolios in Excel using MarketXLS and FundXLS with real historical prices, dividends, and rebalancing. Topics covered: - Portfolio backtest setup with historical data in Excel - Testing asset allocation strategies (60/40, all-weather, three-fund) - Backtesting with dividend reinvestment - Comparing portfolio performance against benchmarks (S&P 500, 60/40) - Risk-adjusted returns - Sharpe ratio, Sortino ratio, max drawdown - Rebalancing strategies and their impact on returns - FundXLS for ETF and mutual fund backtesting Book a free demo: https://marketxls.com/book-demo Try MarketXLS: https://marketxls.com Options Functions: https://marketxls.com/functions