Some Theory for Context
Investors are guided by the trade-off between Return and Risk, limited by the amount of available capital. This is the simplest premise of the Capital Assett Pricing Model. Risk is represented by Volatility, which in the model presented in this website is the standard deviation of the log monthly returns.You can choose up to 5 different Symbols, each with the proportion percentage they represent in your initial Portolio. Make sure each Symbol is a valid stock ticker in a public exchange.
Make sure as well that each symbol has a public closing price registered in an exchange for the period of your choice. Use 0% but valid Symbols for Portfolios with less than 5 assets. This website uses Yahoo Finance to fetch daily closing prices for each of the Symbols for each trading day in the period you choose.
The 'Starting Date' is the first date in the investment simulation time period you want to analyze.
The 'Rebalance Frequency' is the time frequency at which the Portfolio is brough back to reproduce the initial percentages of assets allocations which would change after the changes made by the different Returns of each asset.
The 'Window' is relavant for the Portfolio Rolling Volatility, which represents the standard deviation of the log monthly returns at each point for the most recent 'Window' number of months.
Portfolio Growth
How much a dollar invested in the initial day in a Portfolio with the proportion of assets shown is worh at any particular time.
Volatility
Thi is the monthly Standard Deviation of the Portfolio log Returns.
Return Distribution
How many times (Returns frequency distribution) the Asset has had the Return shown. This graph is independent of the asset proportion in the Portfolio.