Trend-Following Backtester · Guide · backtest 한국어

equity · US

U.S. Physical Therapy, Inc. backtest

10 trend-following strategies were compared on the full daily history of U.S. Physical Therapy, Inc.. 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 1992-05-29 ~ 2026-07-31daily bars 8,603 (34.2 years)Costs 0.5%Venue XNYSMonthly snapshot 2026-07-31

Results by strategy

0 of 10 beat buy and hold (CAGR 10.7%, drawdown -67.4%).

Sharpe leader (same as main): ROC 모멘텀 — CAGR 7.9%, MDD -77.5%, Sharpe 0.40, 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=-0.13
7.9%-77.5%0.400.1013.3x43100%
SMA 크로스오버
fast=57, slow=111
7.3%-68.7%0.380.1111.0x7458%
Donchian 채널 돌파
entryN=91, exitN=55
7.1%-67.2%0.370.1110.3x5754%
EMA 크로스오버
fast=41, slow=190
4.3%-75.7%0.290.064.2x5861%
볼린저 밴드 돌파
n=57, k=3.5
2.5%-56.4%0.230.042.3x4012%
Supertrend
period=10, mult=4.9
0.2%-85.9%0.180.001.1x10757%
ADX / DI 방향성
period=44, threshold=25
0.5%-25.8%0.110.021.2x123%
Parabolic SAR
step=0.005, maxStep=0.08
-2.3%-86.4%0.10-0.030.4x26553%
Keltner 채널 돌파
emaPeriod=59, atrPeriod=13, mult=2
-6.1%-95.6%-0.09-0.060.1x20337%
MACD
fast=15, slow=30, signal=22
-9.4%-98.6%-0.14-0.100.0x46353%
Buy and hold10.7%-67.4%0.450.1632.5x1100%
1x 10x 1993 1998 2003 2008 2013 2018 2023 ROC 모멘텀Buy and hold
ROC 모멘텀: Solid strategy line versus dashed buy-and-hold line. Log scale.
0% -19% -39% -58% -77% 1993 1998 2003 2008 2013 2018 2023 Buy and holdROC 모멘텀
ROC 모멘텀 maximum drawdown -77.5% (2001-05-16 → 2009-03-11), recovered after 4,537 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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