02 · Prove

Test it before you trust it.

A backtest runs your exact rules over real market history, month by month — costs, drawdowns and all. What would have happened. Not what will.

Golden ButterflyPublic
StrategyS&P 500 (benchmark)
20052008201120142017202020232026
Drawdownmin −23.0%
Final value
$53,809
from $10,000 invested Jan 2005
CAGR
+8.1%
vs +10.9% benchmark
Max drawdown
−23.0%
vs −55.2% benchmark, 2009
Sharpe ratio
0.69
volatility 9.2% · 21.6 yrs
Simulation 2005-01 → 2026-07 · Costs on · taxes off · profits reinvestedBacktests show what would have happened — not what will.
1

Month by month, 21 years. Every rebalance recomputed on real market data — no shortcuts, no smoothing.

2

Costs at every step. Trading costs are charged inside the simulation, not footnoted after it.

3

The benchmark can win. This one trails the S&P 500 on return — and shows it. Less than half the drawdown is the trade.

How it works

Define. Run. Read.

Backtesting isn't a report you order — it's a loop you live in. Change a rule, run it back, read what history says.

01 · Define
Instruments
The pool your strategy trades from
StocksOrigin 2 selectedAll instruments
Screening
Narrow the universe to what you'll trade
Avg % Chg 1-3-6-12 Highest 20ROIC > 12%
Allocation
How capital is weighted
Ranking-Based · Average Momentum
Risk · Position exits
De-risk and auto-close rules
Risk-Off set upStop loss −15%Max positions 20
02 · Run
Computing results
2005-01 → 2026-07 · 259 monthly rebalances · costs charged at each
03 · Read
CAGR
+11.9%
Max DD
−28.4%
Sharpe
0.84
Simulation 2005-01 → 2026-07 · run 2026-07-19 · Backtests show what would have happened — not what will.
1

Define

Five decisions, one panel. The rules you see are the rules that run.

2

Run

Every month since 2005 recomputed — screeners re-picked, weights reset, costs charged, exits honored.

3

Read

Growth above, drawdown beneath — dated, benchmarked, yours to inspect.

Global Quality MomentumPanel pinned
Instruments
The pool your strategy trades from
StocksOrigin 2 selectedAll instruments
Screening
Narrow the universe to what you'll trade
Avg % Chg 1-3-6-12 Highest 20ROIC > 12%
Allocation
How capital is weighted
Ranking-Based · Average Momentum
Risk · Position exits
De-risk and auto-close rules
Risk-Off set upStop loss −15%Max positions 20
Computing results
2005-01 → 2026-07 · 259 monthly rebalances · costs charged at each
CAGR
+11.9%
Max DD
−28.4%
Sharpe
0.84
Simulation 2005-01 → 2026-07 · run 2026-07-19 · Backtests show what would have happened — not what will.
The fine print, in large print
Backtests show what would have happened.
Not what will.

That line is on every result we show — because a backtest that hides its assumptions is a sales pitch. Here's what's inside ours.

Drawdown comes first-class

Every result carries its drawdown chart beside the growth curve — the honesty pair. The worst stretch is never a footnote.

min −23.0% · shown on every panel

Costs & interests, charged inside

Trading costs and leverage interest are charged at every rebalance inside the simulation — and itemized in their own view after it.

Costs & interests · a real results view

Taxes and reinvestment, explicit

Taxes have their own view; reinvesting profits is a setting you control, not a silent assumption baked into the curve.

Taxes · Reinvest profits · real settings
Read the methodology →

Not just strategies

You can backtest a screener, too.

Before a screener ever powers a strategy, you can put it on trial by itself: did these picking rules actually beat the market they filtered?

Matches 20Backtest
+3.2%annualized above the benchmark
holding picks for 12 months — the best horizon · vs. All instruments · before filters
Last run 2026-07-19
Screener picks vs BenchmarkSelection → +12 months
1

What gets tested

Just the picking rules — the shortlist re-picked every month since 2000, held for 1 to 36 months. No allocation, no exits: selection skill, isolated.

2

An honest benchmark

Picks are measured against the same pool before filters — beating “all instruments” is the only edge that counts, and sometimes the answer is no.

3

The detail lives with the screeners

Per-horizon edge, per-filter impact, what to prune — the full screener backtest has its own home.

Explore Screeners →

History has an opinion. Ask it.

Start from scratch, or from a Library strategy that already carries its evidence.

Fincanva provides no financial advice. Backtests show what would have happened — not what will.