Simulation
Compare the portfolio you held with the ones you could have held.
Run static, rebalanced and custom-position counterfactuals against the true portfolio and its benchmark.
Counterfactual performanceHover to compare every strategy
LIVETrue portfolio+46.8%Rebalanced+52.1%Custom positions+57.6%ACWI+34.7%
Underwater drawdownHover to compare drawdown paths
LIVE Portfolio Rebalanced ACWI
Simulation keeps the assumptions visible, then recalculates each comparison over the date range selected by the user.
- Static and periodic rebalancing
- Equal or custom target weights
- Positions outside current holdings
- Return, VAMI, drawdown and rolling analysis
01
Configure
Choose holdings, target weights, benchmark and rebalance frequency.
02
Run
Build comparable histories from common trading-day observations.
03
Explore
Move the date range and review performance, risk and rolling relationships.
· Simulation
Compare the portfolio you held with the ones you could have held.
Run static, rebalanced and custom-position counterfactuals against the true portfolio and its benchmark.
Request access →