Portfolio Analyzer

Perform a regression analysis on a customized portfolio by using the form on the right. See the About page for methodology and data sources used in the analysis.

Instructions: Follow the instructions on the right to create and analyze your portfolio.

Step 1

Give your portfolio a descriptive name for identification
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Step 2

Add up to 6 holdings to your portfolio to include in the analysis. *
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Step 3

Pick a regression type and optional start and end months for the analysis.
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