Tailored Backtest & Scenario Study Services

Unlock powerful insights into your portfolio’s historical performance and future potential—through customized backtests and stress tests designed to inform your investment decisions.

Request Scenario Study

Historical Performance Analysis

Gain a clear picture of how your portfolio would have performed in key historical events (e.g., the 2008 financial crisis, the 2020 pandemic crash).
Stress Testing for Extreme Scenarios

See how your portfolio would react in extreme market conditions, like sudden interest rate hikes or inflation shocks.
Macroeconomic Scenario Analysis

Simulate how your portfolio might perform under various future economic environments—growth, inflation, and recession scenarios.
Risk Assessment & Optimization

Identify potential weaknesses in your portfolio and refine your strategy for better risk-adjusted returns.

Our Services: Backtesting & Stress Testing

Custom Backtests

Analyze how your portfolio would have performed during past market conditions. Choose from various timeframes, including one, three, five, or ten years, or specify any custom range that matches your needs. Compare your portfolio against well-known benchmarks like the S&P 500 or EuroStoxx 50. Access detailed risk metrics such as Sharpe ratio, drawdown, CVaR, and sector exposure to gain a complete perspective.

Stress Testing for Extreme Scenarios

Prepare for potential future shocks by simulating extreme events such as the 2008 Financial Crisis, the COVID-19 market crash, or unexpected interest rate hikes. Understand how your portfolio would respond to these challenges, revealing hidden vulnerabilities and areas for improvement.

Scenario Analysis for Future Market Conditions

Stay ahead of market trends by testing your portfolio under various future economic conditions. Simulate performance across different macroeconomic regimes, including growth, inflation, and deflation. Receive tailored insights about the possible effects of inflation, rate hikes, or economic slowdowns on your portfolio’s results.

Actionable Insights

Our service goes beyond testing. Receive clear action points for portfolio adjustments, tilts, or hedging strategies directly informed by your backtest and scenario results. We provide risk optimization guidance to help improve portfolio performance across diverse market conditions.

Simple, Fast, and Effective

How It Works

Initial Consultation

We’ll discuss your portfolio, investment objectives, and risk tolerance to create a custom backtest or scenario study tailored to your needs

1
Choose Your Parameters

Select your portfolio assets (ETFs, stocks, bonds, etc.) and specify your timeframe and benchmark for the backtest.

2
Run the Backtest

Our team will run the backtest using real-time historical data and calculate key metrics such as Sharpe ratio, drawdown, and CVaR.

3
Scenario Testing

We simulate how your portfolio would perform under different market conditions, from inflation shocks to interest rate hikes or market crashes.

4
Receive a Report

You’ll receive a comprehensive report with actionable insights to help you optimize your portfolio.

5
Ongoing Support

We don’t just give you the results—we offer ongoing support to help you adjust your portfolio for long-term success.

6

FAQ

Gain clarity on your investment resilience with expert backtests and scenario analysis

Unlock new possibilities and boost your efficiency by leveraging our reliable data solutions

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Analytics are informational, not investment advice. Backtests are illustrative and may differ from live results. Method details, sources, and update timestamps appear on each report’s last page.