Gate Research Institute: Auto-Invest financial product backtesting report

The latest "Gate Research Institute: Dollar-Cost Averaging Investment Products Backtest Report" from the Gate Research Institute systemizes the performance of BTC, ETH, SOL, GT, and their combination assets from September 2021 to December 2024 using dollar-cost averaging and lump-sum investment strategies. The report quantitatively analyzes and compares the returns, drawdown performance, and investment suitability of different strategies in different market cycles, providing investors with a comprehensive strategy evaluation framework and empirical data support.

Key Points Summary:

• Dollar-cost averaging strategy and business logic: Dollar-cost averaging strategy involves periodic purchases to diversify price fluctuation risks and avoid timing difficulties. It is particularly suitable for ordinary investors in highly volatile markets, demonstrating stable advantages in long-term investments.
• Single currency performance and backtesting results: SOL has the best performance in regular investment, with a long-term ROI exceeding 375%. BTC has steady growth, with an ROI of about 182%, ETH about 61%, GT fluctuates significantly but long-term returns exceed 200%, reflecting the platform's ecological dividends.
• Strategy comparison and cycle adaptation: Dollar-cost averaging is overall better than lump-sum investing, especially in bear markets or volatile markets. At the bottom or early stages of a reversal, lump-sum investing is more resilient. The difference in returns between daily, weekly, and monthly dollar-cost averaging is not significant, with weekly dollar-cost averaging balancing convenience and risk-return ratio.
• Portfolio Effect and Asset Allocation: An equal-weight portfolio of BTC, ETH, GT effectively reduces drawdowns and stabilizes returns. Adjusting the allocation ratios (BTC 50%, ETH 25%, GT 25%) can further control downside risks and slightly increase returns.
• Market Cycle Performance and Strategy Adaptability: In a bull market, the differences between strategies are small, with the advantage of regular investment standing out in a bear market. There is strong elasticity in one-time purchases at the bottom, and both regular investment and portfolio strategies yield steady returns during the recovery period.
• Long-term strategy recommendations and operational guidance: Dollar-cost averaging combined with portfolio investment is suitable for most investors to balance risk and return. Those with strong timing abilities can combine it with a one-time buy at the bottom. During execution, dynamic rebalancing is needed, combined with setting stop-loss and take-profit levels based on the market.

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Gate.io 2025年3月6日