Strategy Research
Analytics of Trading and Investment Strategies
Strategies
Trend
Breakout
Momentum
Mean reversion
Score By Category, Timeframe, Symbol And Strategy
Best Strategy Per Category
- 66 — Golden Cross 50 200 (Trend) (n=13)
- 55 — Donchian Breakout (Breakout) (n=5)
- 54 — Time Series Momentum (Momentum) (n=6)
- 42 — Double 7 (Mean reversion) (n=6)
Best Strategy Per Symbol And Timeframe
How Scoring Works
Every strategy is run on every symbol × timeframe cell, on both real and resampled price history. Each cell gets five 0–100 sub-scores, blended into one composite score by the weights below. A strategy's total score (shown next to its name) is the average of its composite score across all cells, then averaged again across the real and resampled datasets.
- Beats Hold
- \[S_{\mathrm{beats\_hold}} = \mathrm{clamp}_{0}^{100}\left(50 + 25\log_2\frac{E_{net}}{E_{hold}}\right)\]
- Compares final net equity to what simply holding the asset would have returned over the same window. 50 is break-even; every doubling versus buy-and-hold adds 25 points.
- Risk Adjusted
- \[S_{\mathrm{risk}} = \mathrm{clamp}_{0}^{100}\left(55 \cdot \mathrm{Sharpe} + 5\right)\]
- A linear read on the rolling annualized Sharpe ratio at the last trade — 0 Sharpe scores 5, roughly 1.7 Sharpe maxes out the scale.
- Profitability
- \[S_{\mathrm{profit}} = \mathrm{clamp}_{0}^{100}\left(20\log_2\frac{E_{net}}{E_{0}}\right)\]
- How many times the starting cash multiplied, on a log scale — each doubling of capital is worth 20 points.
- Win Rate
- \[S_{\mathrm{win}} = \mathrm{clamp}_{0}^{100}\left(2.5\,(W\% - 20)\right)\]
- The share of trades that closed profitable, rescaled so a 20% win rate scores 0 and a 60% win rate maxes out the scale.
- Fee Efficiency
- \[S_{\mathrm{fee}} = \mathrm{clamp}_{0}^{100}\left(\frac{E_{net}/E_{gross} - 0.4}{0.6}\times 100\right)\]
- The share of the fee-free (gross) result that survives after fees — 60% survival scores 0, keeping the full gross result scores 100.
- Composite
- \[\mathrm{Composite} = 0.25\,S_{\mathrm{beats\_hold}} + 0.35\,S_{\mathrm{risk}} + 0.20\,S_{\mathrm{profit}} + 0.10\,S_{\mathrm{win}} + 0.10\,S_{\mathrm{fee}}\]
- The five sub-scores blended by weight into one 0–100 number per symbol × timeframe cell — risk-adjusted return and beating a hold carry the most weight.