Recurring contribution backtest

SMH Regime Rotation contribution simulation

Model a hypothetical starting balance and recurring contributions, then compare how SMH Regime Rotation, SMH, and SPY would have performed over the selected historical period. This is research, not a contribution plan or recommendation.

Simulation convention
Daily contributions occur each trading day after the starting investment; other frequencies are scheduled for Mondays.
For other frequencies, market holidays move deposits to the next session. Daily deposits skip closed sessions.

Date range

FromToStarting amountAdditional amountFrequency

Include estimated taxesApply annual federal and state tax estimates to realized gains. Off by default.

Tax calculations are off. Results show trading performance before income taxes.

Ready to compare

All three portfolios receive the same contributions on the same trading sessions.