Trend-Following Backtester · Guide · backtest 한국어

equity · US

Brookfield Corporation backtest

10 trend-following strategies were compared on the full daily history of Brookfield Corporation. 0 beat buy-and-hold CAGR; SMA 크로스오버 ranks first by Sharpe, matching the main backtester. The return/drawdown alternative is ROC 모멘텀 (CAGR 8.3%, MDD -58.8%).

Data 1983-12-30 ~ 2026-07-31daily bars 10,729 (42.6 years)Costs 0.5%Venue XNYSMonthly snapshot 2026-07-31

Results by strategy

0 of 10 beat buy and hold (CAGR 10.4%, drawdown -79.8%).

Sharpe leader (same as main): SMA 크로스오버 — CAGR 10.0%, MDD -64.1%, Sharpe 0.56, 67% exposure.

Return/drawdown alternative: ROC 모멘텀 — CAGR is 0.4%p lower than buy and hold, while drawdown improves by 15.8%p (CAGR 8.3%, MDD -58.8%, exposure 70%).

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
SMA 크로스오버
fast=46, slow=218
10.0%-64.1%0.560.1659.0x5267%
EMA 크로스오버
fast=54, slow=98
8.5%-63.8%0.500.1332.0x6667%
Donchian 채널 돌파
entryN=116, exitN=104
7.9%-55.8%0.490.1425.0x4466%
ROC 모멘텀
n=162, threshold=-0.02
8.3%-58.8%0.490.1429.4x25270%
Keltner 채널 돌파
emaPeriod=126, atrPeriod=20, mult=2.6
6.0%-55.9%0.420.1111.9x14257%
Supertrend
period=8, mult=4.8
5.6%-66.6%0.390.0810.3x17361%
볼린저 밴드 돌파
n=54, k=3.1
1.9%-26.1%0.260.072.2x4614%
Parabolic SAR
step=0.005, maxStep=0.22
2.2%-60.8%0.210.042.6x35456%
MACD
fast=17, slow=25, signal=14
2.0%-54.0%0.200.042.4x60650%
ADX / DI 방향성
period=32, threshold=11
1.4%-56.5%0.170.021.8x43051%
Buy and hold10.4%-79.8%0.490.1368.8x1100%
1x 10x 1984 1990 1996 2002 2008 2014 2020 2026 SMA 크로스오버Buy and hold
SMA 크로스오버: Solid strategy line versus dashed buy-and-hold line. Log scale.
0% -20% -40% -60% -80% 1984 1990 1996 2002 2008 2014 2020 2026 Buy and holdSMA 크로스오버
SMA 크로스오버 maximum drawdown -64.1% (1987-08-03 → 1993-09-23), recovered after 3,872 days.

Rules of the top strategy

When the short average rises above the long average, it reads that as an uptrend starting.

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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