This is an app for comparing investment results of rebalancing and non-rebalancing portfolio of SPY and SPXS
Rebalancing threshold is the difference of either asset's ratio between target ratio.
App
Periodic RebalancingThreshold Rebalancing
Tax Rate on Dividends:%.
SPY Ratio:%
SPXS Ratio:%
Rebalancing Frequency: every days.
Rebalancing Threshold: %.
Start Date:
End Date:
Investment Duration: days.
- All SPY portfolio has a return of 84.886%.
- All SPXS portfolio has a return of -90.867%.
- 50.00% SPY with 50.00% SPXS portfolio with rebalancing has a return of -54.386%.
- 50.00% SPY with 50.00% SPXS portfolio without rebalancing has a return of -2.991%.
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