Investment Settings
Configure your investment parameters.
Build a Custom Basket to Backtest
Compare multiple strategies with differ allocations.
Performance Summary
| Basket Name ↕ | Invested ↕ | Current Value ↕ | Abs Returns ↕ | CAGR / XIRR ↕ | Max Drawdown ↕ | Avg DD Days ↕ | Max DD Days ↕ |
|---|
Portfolio Value
Growth trajectory over the selected time period.
Max Drawdown (Risk)
Percentage fall from peak portfolio value.
Yearly Performance Ranking
Best to worst performing baskets for each year in the selected timeframe.
"Make sure all funds have data for the selected timeframe for accurate results"
Understanding Financial Metrics
Learn what each metric means and how to interpret the results for better investment decisions.
Investment Modes
Lumpsum Investment
One-time investment of the entire amount at the beginning.
Best for: Large amount available, immediate market exposure.
SIP (Systematic Investment Plan)
Regular monthly investments of a fixed amount.
Best for: Disciplined investing, rupee cost averaging.
Performance Metrics
Absolute Returns
Simple percentage gain/loss without time factor.
Use: Quick comparison of total gains.
CAGR (Lumpsum)
Compound Annual Growth Rate for lumpsum.
Use: Compare across time periods.
XIRR (SIP)
Internal Rate of Return for multiple cash flows.
Use: True annualized return for SIP.
Risk Metrics
Maximum Drawdown
Largest peak-to-trough decline.
Average DD Duration
Typical recovery time from drawdowns.
Maximum DD Duration
Longest period in drawdown.
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