AAPL189.45+1.23|
TSLA248.73-3.41|
NVDA875.20+12.50|
MSFT412.88+2.15|
AMZN182.30-0.87|
META509.14+5.67|
GOOGL174.92+1.44|
BRKB366.50+0.23|
JPM197.35-1.12|
V271.44+0.89|
FTSE1008412.30+23.50|
GBPUSD1.27+0.00|
GOLD2045.80+8.40|
AAPL189.45+1.23|
TSLA248.73-3.41|
NVDA875.20+12.50|
MSFT412.88+2.15|
AMZN182.30-0.87|
META509.14+5.67|
GOOGL174.92+1.44|
BRKB366.50+0.23|
JPM197.35-1.12|
V271.44+0.89|
FTSE1008412.30+23.50|
GBPUSD1.27+0.00|
GOLD2045.80+8.40|
Strategy Lab
Portfolio Backtester
Build a custom portfolio, select a benchmark, and simulate historical performance including drawdown and risk-adjusted returns.
Add Assets
Weights
100% / 100%
AAPL
MSFT
NVDA
Benchmark
Timeframe
Total Return
+670.1%
Ann. Return
+50.4%
vs Benchmark
+56.7%
Sharpe Ratio
1.83
Max Drawdown
-20.7%
Win Rate
73%
Benchmark Ret.
+-27.7%
Portfolio
S&P 500
Asset Contribution
| Asset | Weight | Ann. Return | Volatility | Contribution |
|---|---|---|---|---|
| AAPL | 40% | +28.4% | 22% | +11.4% |
| MSFT | 35% | +24.1% | 19% | +8.4% |
| NVDA | 25% | +62.3% | 48% | +15.6% |
| Portfolio Total | 100% | +50.4% | — | α 56.7% |
Simulated projections using Monte Carlo methods seeded from historical return/volatility data. Past performance is not indicative of future results. Capital at risk. Stratton Oakmont is a trading division of COLLINGHAMCO LTD.
