Performance

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The performance presented is a simulation of the portfolio over a selected period of history. When using this view it is important to remember that <span style="font-style: italic;">past performance is no guarantee of future results</span>.<br></p><p><span style="font-weight: bold;">How the simulation works</span></p><ul><li>Model portfolio: the simulation starts with an hypothetical $100,000 portfolio using the <span style="font-style: italic;">weights</span> from your model portfolio and the market value of the assets at the start date.<br></li><li>Shares portfolio: the simulation starts with a portfolio using the <span style="font-style: italic;">number of shares</span> given, and the market value of the assets at the start date.<br></li></ul>Model portfolios may be <a target="_parent" href="https://support.kwanti.com/hc/en-us/articles/115000684748">rebalanced</a> during backtest.<br>Shares portfolios are not rebalanced during backtest; they are limited to <span style="font-style: italic;">buy and hold</span>.<br><br><div class="tip">Note: for TD Ameritrade portfolios, the real account history and performance is shown<br></div>

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