COMP-248 · Data Science Project

Dynamic Portfolio Rebalancing
from Raw Market Data

A data-driven system that builds portfolio analytics from raw financial data and applies dynamic rebalancing based on market conditions.

25
US Equities
8 yrs
Market Data
384%
Best Return
3
Strategies
Team Liia Khatkova · Aleksandras Varec
Overview
Equity Curves
Weights
Drawdown
Assets
Performance
Best Strategy
Semiannual
Sharpe 1.20
Best Cum. Return
3.5×
Ann. 33.9%
Best Sharpe
1.20
Risk-adjusted return
Best Max Drawdown
-28.0%
Least drawdown strategy
Universe
25
US large-cap equities
Period
2021–2026
Backtest window
Quarterly
4/5 wins
Cumulative Return, Annualized Return…
Semiannual
3/5 wins
Cumulative Return, Annualized Return…
Annual
3/5 wins
Cumulative Return, Annualized Return…
Full Metrics Table — Dynamic vs Buy & Hold
FrequencyMetric Dynamic Buy & Hold Difference Winner
Quarterly Cumulative Return 383.8% 183.3% +200.5% Dynamic ✓
Quarterly Annualized Return 37.1% 23.2% +13.9% Dynamic ✓
Quarterly Ann. Volatility 28.2% 20.3% +7.9% Buy&Hold ✓
Quarterly Return/Vol Efficiency 1.316 1.142 +0.174 Dynamic ✓
Quarterly Max Drawdown -28.0% -29.2% +1.2% Dynamic ✓
Semiannual Cumulative Return 351.3% 183.3% +168.1% Dynamic ✓
Semiannual Annualized Return 35.2% 23.2% +12.0% Dynamic ✓
Semiannual Ann. Volatility 24.9% 20.3% +4.6% Buy&Hold ✓
Semiannual Return/Vol Efficiency 1.412 1.142 +0.270 Dynamic ✓
Semiannual Max Drawdown -30.4% -29.2% -1.2% Buy&Hold ✓
Annual Cumulative Return 352.8% 183.3% +169.6% Dynamic ✓
Annual Annualized Return 35.3% 23.2% +12.1% Dynamic ✓
Annual Ann. Volatility 25.1% 20.3% +4.9% Buy&Hold ✓
Annual Return/Vol Efficiency 1.404 1.142 +0.261 Dynamic ✓
Annual Max Drawdown -33.0% -29.2% -3.8% Buy&Hold ✓