Trend-Following Backtester · Guide · backtest 한국어

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Putnam Focused Large Cap Value ETF backtest

10 trend-following strategies were compared on the full daily history of Putnam Focused Large Cap Value ETF. 0 beat buy-and-hold CAGR; Donchian 채널 돌파 ranks first by Sharpe, matching the main backtester.

Data 2021-05-26 ~ 2026-07-31daily bars 1,301 (5.2 years)Costs 0.5%Venue XASEMonthly snapshot 2026-07-31

Results by strategy

0 of 10 beat buy and hold (CAGR 15.5%, drawdown -16.6%).

Sharpe leader (same as main): Donchian 채널 돌파 — CAGR 8.8%, MDD -9.2%, Sharpe 1.13, 47% exposure.

CAGR reference leader: SMA 크로스오버 — CAGR 11.4%, MDD -16.0%, exposure 72%.

No strategy retained at least 75% of buy-and-hold CAGR while reducing drawdown by both 20% relatively and 5 percentage points absolutely.

The alternative must retain 75% of buy-and-hold CAGR, improve drawdown by at least 20% and 5 percentage points, and stay below 95% exposure; the ranking weights return retention 60% and drawdown improvement 40%.

Strategy · parametersCAGRMDDSharpeCalmarTotalTradesExposure
Donchian 채널 돌파
entryN=122, exitN=67
8.8%-9.2%1.130.961.5x547%
SMA 크로스오버
fast=40, slow=199
11.4%-16.0%0.960.711.8x572%
EMA 크로스오버
fast=42, slow=169
10.7%-16.0%0.880.671.7x575%
ROC 모멘텀
n=107, threshold=-0.01
9.5%-16.9%0.830.561.6x2979%
Supertrend
period=35, mult=4.3
6.7%-19.1%0.680.351.4x2570%
볼린저 밴드 돌파
n=26, k=1.8
4.5%-11.5%0.580.401.3x4349%
Parabolic SAR
step=0.01, maxStep=0.06
5.4%-15.7%0.570.351.3x6166%
Keltner 채널 돌파
emaPeriod=58, atrPeriod=19, mult=1.8
3.5%-20.7%0.410.171.2x3360%
ADX / DI 방향성
period=28, threshold=27
1.6%-6.8%0.330.231.1x614%
MACD
fast=15, slow=31, signal=16
1.5%-21.2%0.200.071.1x6952%
Buy and hold15.5%-16.6%1.030.932.1x1100%
1x 2022 2023 2024 2025 2026 SMA 크로스오버Donchian 채널 돌파Buy and hold
Donchian 채널 돌파 (Sharpe leader), SMA 크로스오버 (CAGR reference), Buy and hold.
0% -4% -8% -12% -17% 2022 2023 2024 2025 2026 Buy and holdSMA 크로스오버Donchian 채널 돌파
Donchian 채널 돌파 maximum drawdown -9.2% (2024-11-29 → 2025-06-25), recovered after 346 days.

Rules of the top strategy

A new high means a trend starting; a new low means it’s over (turtle-trading style).

Method and caveats

Past performance does not guarantee future returns. Parameters were selected on the same full-history sample using sharpe over 40 trials per strategy, so results contain in-sample bias. 0.5% trading costs are included; taxes, slippage and rejected orders are not.
Re-run the same setupAll asset reports

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