Trend-Following Backtester · Guide · backtest 한국어

equity · US

Xylem Inc. backtest

10 trend-following strategies were compared on the full daily history of Xylem Inc.. 0 beat buy-and-hold CAGR; ADX / DI 방향성 ranks first by Sharpe, matching the main backtester.

Data 2011-10-13 ~ 2026-07-31daily bars 3,720 (14.8 years)Costs 0.5%Venue XNYSMonthly snapshot 2026-07-31

Results by strategy

0 of 10 beat buy and hold (CAGR 11.2%, drawdown -47.2%).

Sharpe leader (same as main): ADX / DI 방향성 — CAGR 5.1%, MDD -26.9%, Sharpe 0.54, 24% exposure.

CAGR reference leader: Supertrend — CAGR 7.0%, MDD -30.5%, exposure 57%.

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
ADX / DI 방향성
period=30, threshold=19
5.1%-26.9%0.540.192.1x3424%
Keltner 채널 돌파
emaPeriod=57, atrPeriod=11, mult=2.6
6.3%-22.6%0.510.282.5x5442%
Supertrend
period=20, mult=4
7.0%-30.5%0.470.232.7x6357%
Donchian 채널 돌파
entryN=12, exitN=29
6.7%-31.8%0.420.212.6x7974%
SMA 크로스오버
fast=37, slow=150
6.2%-45.3%0.410.142.4x3458%
볼린저 밴드 돌파
n=54, k=1.8
3.9%-28.9%0.350.131.8x6141%
EMA 크로스오버
fast=13, slow=31
4.5%-43.0%0.330.101.9x9761%
ROC 모멘텀
n=121, threshold=0.13
3.3%-29.9%0.320.111.6x10032%
Parabolic SAR
step=0.005, maxStep=0.06
1.7%-43.6%0.180.041.3x12858%
MACD
fast=16, slow=49, signal=19
-0.1%-44.4%0.08-0.001.0x16952%
Buy and hold11.2%-47.2%0.540.244.8x1100%
1x 2012 2014 2016 2018 2020 2022 2024 2026 SupertrendADX / DI 방향성Buy and hold
ADX / DI 방향성 (Sharpe leader), Supertrend (CAGR reference), Buy and hold.
0% -12% -24% -35% -47% 2012 2014 2016 2018 2020 2022 2024 2026 Buy and holdSupertrendADX / DI 방향성
ADX / DI 방향성 maximum drawdown -26.9% (2021-01-07 → 2022-09-01), recovered after 1,168 days.

Rules of the top strategy

Looks at both the direction and the strength of the trend; holds only in a strong uptrend.

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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