Updating cholesky

All returns for long positions are based on total return including dividends and capital gains distributions.

You can also save both portfolio backtest and timing model results as benchmarks.

By default the simulated portfolio is rebalanced annually.

Asset allocation drift data is displayed under the results section if rebalancing is disabled.

The import benchmark page provides an option to download a sample file showing the expected file layout, and the import can be done using either Excel or CSV file format.

Below you can click the screenshot to see the import page in more detail and also download a sample file in the Excel format. The import format requires two columns with the first column containing the ticker symbol for the asset and the second column containing either the balance or allocation weight for the asset.

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