Trend-Following Backtester · Guide · backtest 한국어

equity · US

Primerica, Inc. backtest

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

Data 2010-04-01 ~ 2026-07-31daily bars 4,108 (16.3 years)Costs 0.5%Venue XNYSMonthly snapshot 2026-07-31

Results by strategy

0 of 10 beat buy and hold (CAGR 18.6%, drawdown -54.6%).

Sharpe leader (same as main): Donchian 채널 돌파 — CAGR 13.8%, MDD -38.0%, Sharpe 0.69, 79% 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
Donchian 채널 돌파
entryN=51, exitN=94
13.8%-38.0%0.690.368.3x1779%
SMA 크로스오버
fast=38, slow=213
12.5%-41.0%0.670.316.9x1772%
EMA 크로스오버
fast=57, slow=129
12.4%-39.3%0.660.316.7x2174%
ROC 모멘텀
n=91, threshold=-0.07
11.8%-43.2%0.610.276.2x10982%
Supertrend
period=19, mult=5
7.9%-27.7%0.500.293.5x5355%
Parabolic SAR
step=0.005, maxStep=0.08
7.5%-36.1%0.460.213.2x14558%
Keltner 채널 돌파
emaPeriod=55, atrPeriod=14, mult=1.4
4.8%-30.2%0.360.162.1x11350%
볼린저 밴드 돌파
n=55, k=1
4.8%-35.4%0.360.142.2x11150%
MACD
fast=19, slow=35, signal=17
4.0%-38.8%0.300.101.9x19552%
ADX / DI 방향성
period=16, threshold=38
0.0%-15.1%0.040.001.0x255%
Buy and hold18.6%-54.6%0.740.3416.2x1100%
1x 10x 2011 2013 2015 2017 2019 2021 2023 2025 Donchian 채널 돌파Buy and hold
Donchian 채널 돌파: Solid strategy line versus dashed buy-and-hold line. Log scale.
0% -14% -27% -41% -55% 2011 2013 2015 2017 2019 2021 2023 2025 Buy and holdDonchian 채널 돌파
Donchian 채널 돌파 maximum drawdown -38.0% (2018-09-14 → 2020-07-09), recovered after 1,146 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 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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