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Trend-Following Backtester · Guide · backtest 한국어

equity · US

UNITIL Corporation backtest

10 trend-following strategies were compared on the full daily history of UNITIL Corporation. 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 1985-03-07 ~ 2026-07-31daily bars 10,430 (41.4 years)Costs 0.5%Venue XNYSMonthly snapshot 2026-07-31

Results by strategy

0 of 10 beat buy and hold (CAGR 4.9%, drawdown -51.5%).

Sharpe leader (same as main): ROC 모멘텀 — CAGR 4.7%, MDD -53.8%, Sharpe 0.32, 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
4.7%-53.8%0.320.096.7x5100%
ADX / DI 방향성
period=52, threshold=21
1.0%-11.1%0.230.091.5x164%
SMA 크로스오버
fast=56, slow=162
1.9%-36.9%0.200.052.2x6756%
Donchian 채널 돌파
entryN=67, exitN=72
1.5%-59.3%0.170.021.8x7457%
EMA 크로스오버
fast=38, slow=82
1.0%-57.7%0.140.021.5x10555%
볼린저 밴드 돌파
n=72, k=3.5
0.5%-40.6%0.120.011.3x289%
Keltner 채널 돌파
emaPeriod=29, atrPeriod=13, mult=4
0.5%-37.4%0.110.011.3x8612%
Supertrend
period=10, mult=5
-0.3%-69.6%0.06-0.000.9x17960%
Parabolic SAR
step=0.005, maxStep=0.32
-2.0%-86.9%-0.06-0.020.4x32352%
MACD
fast=20, slow=76, signal=23
-5.2%-93.4%-0.27-0.060.1x38951%
Buy and hold4.9%-51.5%0.330.107.3x1100%
1x 1986 1992 1998 2004 2010 2016 2022 ROC 모멘텀Buy and hold
ROC 모멘텀: Solid strategy line versus dashed buy-and-hold line. Log scale.
0% -13% -27% -40% -54% 1986 1992 1998 2004 2010 2016 2022 Buy and holdROC 모멘텀
ROC 모멘텀 maximum drawdown -53.8% (2020-02-14 → 2020-11-06), prior peak not yet recovered.

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 selected on the same full-history sample using sharpe over 40 trials per strategy, so results contain in-sample bias. 0.5% trading costs are included; taxes, slippage and rejected orders are not.
Re-run the same setupMore US assetsAll asset reports

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