GEM Historical Backtest Simulation
Equity curve and historical analysis from 2020-01-01 to today (Capital: $10,000.00, Threshold: 2.0%, Day: 31)
Simulation Configuration
GEM Total Return
208.83%
Benchmark Return (S&P 500)
158.63%
Max Drawdown (MDD)
-19.47%
Final Portfolio Value
$30,883.20
Portfolio Rebalancing History (Transactions)
8 asset changes| Date | Purchased ETF | Portfolio Value |
|---|---|---|
| 2021-06-30 | 📈 EIMI | $15,457.47 |
| 2021-07-30 | 📈 CNDX | $15,871.89 |
| 2022-05-31 | 🛡️ IB01 | $14,062.31 |
| 2023-06-30 | 📈 CNDX | $15,414.19 |
| 2025-04-30 | 📈 EIMI | $19,609.91 |
| 2025-05-30 | 📈 IWDA | $20,883.74 |
| 2025-06-30 | 📈 CNDX | $22,213.83 |
| 2025-12-31 | 📈 EIMI | $25,446.49 |