Trend-Following Backtester · Guide · backtest 한국어

equity · US

Pentair plc. backtest

10 trend-following strategies were compared on the full daily history of Pentair plc.. 0 beat buy-and-hold CAGR; Supertrend ranks first by Sharpe, matching the main backtester.

Data 1973-05-03 ~ 2026-07-31daily bars 13,424 (53.2 years)Costs 0.5%Venue XNYSMonthly snapshot 2026-07-31

Results by strategy

0 of 10 beat buy and hold (CAGR 8.1%, drawdown -77.7%).

Sharpe leader (same as main): Supertrend — CAGR 5.1%, MDD -69.0%, Sharpe 0.33, 58% exposure.

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
Supertrend
period=21, mult=4.5
5.1%-69.0%0.330.0714.2x21258%
Donchian 채널 돌파
entryN=25, exitN=115
4.7%-73.4%0.310.0611.8x9681%
ADX / DI 방향성
period=32, threshold=37
1.7%-21.6%0.280.082.5x183%
SMA 크로스오버
fast=31, slow=163
3.1%-66.8%0.250.055.1x10860%
Parabolic SAR
step=0.01, maxStep=0.2
3.1%-87.2%0.250.045.1x65053%
EMA 크로스오버
fast=14, slow=175
3.1%-70.8%0.250.045.0x16862%
MACD
fast=17, slow=55, signal=19
1.9%-85.5%0.200.022.7x57251%
ROC 모멘텀
n=130, threshold=-0.02
1.7%-69.5%0.190.022.4x37063%
볼린저 밴드 돌파
n=51, k=2.9
1.2%-62.8%0.150.021.8x9216%
Keltner 채널 돌파
emaPeriod=76, atrPeriod=10, mult=2.3
0.8%-78.9%0.140.011.5x23642%
Buy and hold8.1%-77.7%0.400.1062.9x1100%
1x 10x 100x 1974 1981 1988 1995 2002 2009 2016 2023 SupertrendBuy and hold
Supertrend: Solid strategy line versus dashed buy-and-hold line. Log scale.
0% -19% -39% -58% -78% 1974 1981 1988 1995 2002 2009 2016 2023 Buy and holdSupertrend
Supertrend maximum drawdown -69.0% (1993-07-09 → 2001-10-30), recovered after 7,469 days.

Rules of the top strategy

Trades the direction of a volatility-based trend line that trails below/above price.

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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