Enter comma-separated tickers.
Example: AAPL, BTC-USD, GC=F
Wrap tickers in parentheses to create an equal-weighted portfolio.
Example: (AMZN, AAPL, GOOGL)
Use multipliers like 0.6*TICKER inside parentheses. If weights don't add up to 1.0, any unweighted tickers will evenly split the remainder.
Fully-weighted example: (0.6*SPY, 0.4*TLT)
Partially-weighted example: (0.5*VTI, VOO, QQQ)
All returns reflect total return with dividends automatically reinvested where applicable (such as dividend-paying stocks and ETFs).
To plot a baseline fixed income yield with daily compounding, check the Include Fixed Income Asset checkbox and set your target annual yield directly on the control panel.
Metrics shown in the legend are calculated over the plotted timeframe:
SPY). A Beta of 1.0 moves in lockstep with the benchmark, > 1.0 indicates higher sensitivity/volatility, and < 1.0 indicates lower market sensitivity.