Trend-Following Backtester · Guide · backtest 한국어

equity · US

Somnigroup International Inc. backtest

10 trend-following strategies were compared on the full daily history of Somnigroup International Inc.. 6 beat buy-and-hold CAGR; ROC 모멘텀 ranks first by Sharpe, matching the main backtester. The return/drawdown alternative is Keltner 채널 돌파 (CAGR 14.5%, MDD -43.4%).

Data 2003-12-18 ~ 2026-07-31daily bars 5,689 (22.6 years)Costs 0.5%Venue XNYSMonthly snapshot 2026-07-31

Results by strategy

6 of 10 beat buy and hold (CAGR 13.3%, drawdown -89.5%).

Sharpe leader (same as main): ROC 모멘텀 — CAGR 17.9%, MDD -49.7%, Sharpe 0.68, 63% exposure.

CAGR reference leader: SMA 크로스오버 — CAGR 18.2%, MDD -51.8%, exposure 60%.

Return/drawdown alternative: Keltner 채널 돌파 — CAGR is 4.6%p higher than buy and hold, while drawdown improves by 39.8%p (CAGR 14.5%, MDD -43.4%, exposure 46%).

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
n=99, threshold=0.01
17.9%-49.7%0.680.3641.2x15863%
SMA 크로스오버
fast=19, slow=29
18.2%-51.8%0.670.3544.1x21260%
Keltner 채널 돌파
emaPeriod=66, atrPeriod=10, mult=2.6
14.5%-43.4%0.660.3321.3x7646%
Supertrend
period=8, mult=3.7
16.8%-44.2%0.640.3833.7x10259%
Donchian 채널 돌파
entryN=51, exitN=50
16.7%-61.7%0.630.2732.6x4661%
MACD
fast=44, slow=73, signal=31
14.4%-53.6%0.570.2721.1x12755%
볼린저 밴드 돌파
n=51, k=1.8
12.2%-58.5%0.570.2113.5x10646%
EMA 크로스오버
fast=20, slow=62
13.2%-64.8%0.540.2016.5x8861%
ADX / DI 방향성
period=22, threshold=16
8.9%-32.7%0.470.276.9x19440%
Parabolic SAR
step=0.01, maxStep=0.12
0.4%-85.9%0.190.001.1x31057%
Buy and hold13.3%-89.5%0.510.1516.8x1100%
1x 10x 2004 2007 2010 2013 2016 2019 2022 2025 SMA 크로스오버ROC 모멘텀Buy and hold
ROC 모멘텀 (Sharpe leader), SMA 크로스오버 (CAGR reference), Buy and hold.
0% -22% -45% -67% -89% 2004 2007 2010 2013 2016 2019 2022 2025 Buy and holdSMA 크로스오버ROC 모멘텀
ROC 모멘텀 maximum drawdown -49.7% (2012-04-18 → 2012-11-15), recovered after 1,212 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

Read next