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backtest/year_intervals.py

47 lines
1.6 KiB

import datetime
import lib
from matplotlib import pyplot as plt
import strategies as st
import pandas as pd
if __name__ == "__main__":
stockList = ["^GSPC"]
monthly_params = dict(sum=100000, coef=1.005, t_rate=1 + 0.02 / 12)
# startDate = datetime.datetime.fromisoformat("2000-01-01")
# endDate = datetime.datetime.fromisoformat("2022-01-01")
print(stockList[0])
stockData = lib.get_data(
stockList[0],
)
start_date = stockData.index[0]
year_step = 5
print(
"Investing monthly, increasing {:.2f}%, starting from ${}".format(
(monthly_params["coef"] * 100) - 100,
monthly_params["sum"],
)
)
for start_year in range(start_date.year, datetime.datetime.today().year, year_step):
start_date = datetime.date(start_year, 1, 1)
end_date = datetime.date(start_year + year_step - 1, 12, 31)
if (today := datetime.date.today()) < end_date:
end_date = today
stockData = lib.get_data(stockList[0], start_date, end_date)
start, end = lib.get_data_borders(stockData)
print(
"{} to {}, {:.1f} years".format(
start,
end,
(end - start).days / 365,
)
)
newdf = pd.concat(
[
lib.test_strategy(stockData, strategy, monthly_params)
for strategy in (st.DCA, st.QDCA)
]
)
print(newdf.to_string())
# print(df[["annual%", "froi%", "cost", "total_value", "max_dd%", "max_md"]])
# print(newdf["annual%"])