Trend-Following Backtester · Guide · backtest 한국어

equity · US

Willis Towers Watson Public Limited Company backtest

10 trend-following strategies were compared on the full daily history of Willis Towers Watson Public Limited Company. 0 beat buy-and-hold CAGR; ROC 모멘텀 ranks first by Sharpe, matching the main backtester. Its 100% market exposure makes it hold-like.

Data 2001-06-12 ~ 2026-07-31daily bars 6,321 (25.1 years)Costs 0.5%Venue XNASMonthly snapshot 2026-07-31

Results by strategy

0 of 10 beat buy and hold (CAGR 8.4%, drawdown -59.3%).

Sharpe leader (same as main): ROC 모멘텀 — CAGR 7.9%, MDD -63.7%, Sharpe 0.42, 100% exposure. With at least 95% exposure, it should be treated as hold-like, not strong evidence of timing skill.

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
ROC 모멘텀
Hold-like · Exposure 100%
n=1, threshold=-0.1
7.9%-63.7%0.420.126.7x13100%
Donchian 채널 돌파
entryN=21, exitN=130
4.7%-58.0%0.320.083.2x3788%
볼린저 밴드 돌파
n=42, k=3.5
1.2%-12.6%0.270.101.4x197%
Supertrend
period=18, mult=4.6
3.0%-46.9%0.260.062.1x7955%
SMA 크로스오버
fast=49, slow=142
2.1%-35.8%0.210.061.7x6058%
ADX / DI 방향성
period=24, threshold=39
0.1%-3.5%0.130.031.0x41%
EMA 크로스오버
fast=55, slow=57
0.1%-57.7%0.100.001.0x7360%
Keltner 채널 돌파
emaPeriod=56, atrPeriod=25, mult=3.5
0.4%-38.6%0.090.011.1x6527%
Parabolic SAR
step=0.005, maxStep=0.24
-1.5%-66.7%0.01-0.020.7x21555%
MACD
fast=19, slow=51, signal=16
-4.1%-83.2%-0.15-0.050.3x29550%
Buy and hold8.4%-59.3%0.440.147.6x1100%
1x 2002 2006 2010 2014 2018 2022 2026 ROC 모멘텀Buy and hold
ROC 모멘텀: Solid strategy line versus dashed buy-and-hold line. Log scale.
0% -16% -32% -48% -64% 2002 2006 2010 2014 2018 2022 2026 Buy and holdROC 모멘텀
ROC 모멘텀 maximum drawdown -63.7% (2007-05-31 → 2009-03-09), recovered after 3,626 days.

Rules of the top strategy

Rides the trend when recent return (momentum) over a window is above a threshold.

Method and caveats

Past performance does not guarantee future returns. Parameters were carried forward from the latest full optimization and replayed on this monthly dataset. 0.5% trading costs are included; taxes, slippage and rejected orders are not.
Re-optimize the same period and setupAll asset reports

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