Factor-Based Backtesting

Systematic factor investing with value, momentum, quality, size, and growth factors

Multi-Factor
Systematic
Smart Beta

Backtest Configuration

Configure factor selection and backtesting parameters

Loads symbols and core config from strategies saved in Backtest Engine.

Run a backtest to see results

About Factor-Based Investing

Factors Explained

  • Value: Stocks trading at low valuations (P/E, P/B ratios)
  • Momentum: Stocks with strong recent price performance
  • Quality: Stocks with high profitability and low debt
  • Size: Small-cap stocks tend to outperform large-cap
  • Growth: Stocks with high earnings and revenue growth

Benefits

  • Systematic, rules-based investing removes emotional bias
  • Diversification across multiple factor premiums
  • Academic research support for factor returns
  • Performance attribution by factor