Portfolio Backtest — Test Investment Strategies With Historical Data
Published by MarketXLS Limited
About this tutorial
Portfolio backtest your investment strategies using historical data in Excel. Test asset allocations, rebalancing schedules, and compare portfolio performance against benchmarks before risking real money. Topics covered: - How to backtest a portfolio with historical price data - Testing different asset allocations and rebalancing strategies - Comparing portfolio backtest results vs S&P 500 and other benchmarks - Risk metrics: max drawdown, Sharpe ratio, volatility - Backtesting stock, ETF, and mutual fund portfolios - Building a portfolio backtest framework in Excel MarketXLS provides historical stock and ETF data for backtesting in Excel. For mutual fund portfolio backtesting, try FundXLS. Book a free demo: https://marketxls.com/book-demo Try MarketXLS: https://marketxls.com Options Functions: https://marketxls.com/functions