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trading strategy metrics


tl; dr

  • metrics to optimize when developing trading algorithms


net profit and loss (net PnL)


  • how much money an algorithm makes and loses over a period, minus trading free.


alpha and beta


  • alpha: how much better, in terms of profit, is the strategy compared to an alternative risk-free investment.
  • beta: how volatile the strategy is compared to the market.


sharpe ratio


  • measure the excess return per unit of risk you are taking.
  • it's the return on capital over the standard deviation adjusted for risk.


maximum drawdown


  • maximum difference between a local maximum and the subsequent local minimum as a measure of risk.


value at risk (VaR)


  • risk metric that qualifies how much capital is at a loss over a given time frame with some probability (assuming normal market conditions).