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13F Backtesting Tools
Quarterly-rebalanced clone portfolios with a one-quarter signal lag — holdings disclosed for quarter T earn the T→T+1 return, so there is no look-ahead bias.
Data coverage: 38 filing quarters
(2000-Q4 → 2026-Q2),
98 funds. Quarter-end prices from 13F price table plus daily closes
(10348 symbols, through 2026-10-06). Metrics needing 4+ quarters (annualized return, Sharpe) show as n/a until more quarters are imported.
Every form includes an optional final segment that extends the last quarter to the most recent daily close (daily data covers 10348 symbols) — this segment has thinner price coverage, so per-segment coverage is shown on results.
Related tools
Each fund page links to its quarter-by-quarter position history and one page per holding — e.g. a fund × stock position page shows every reported share count and value.