Trend-Following Backtester · Guide · backtest 한국어

equity · GB

Next plc backtest

10 trend-following strategies were compared on the full daily history of Next plc. 4 beat buy-and-hold CAGR; EMA 크로스오버 ranks first by Sharpe, matching the main backtester. The return/drawdown alternative is SMA 크로스오버 (CAGR 17.8%, MDD -35.7%).

Data 1988-07-01 ~ 2026-07-31daily bars 9,766 (38.1 years)Costs 0.5%Venue LSEMonthly snapshot 2026-07-31

Results by strategy

4 of 10 beat buy and hold (CAGR 11.3%, drawdown -95.1%).

Sharpe leader (same as main): EMA 크로스오버 — CAGR 18.0%, MDD -37.9%, Sharpe 0.88, 69% exposure.

Return/drawdown alternative: SMA 크로스오버 — CAGR is 6.7%p higher than buy and hold, while drawdown improves by 57.2%p (CAGR 17.8%, MDD -35.7%, exposure 68%).

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
EMA 크로스오버
fast=9, slow=178
18.0%-37.9%0.880.47546.7x6969%
SMA 크로스오버
fast=16, slow=192
17.8%-35.7%0.870.50504.6x6368%
ROC 모멘텀
n=169, threshold=-0.04
16.7%-49.9%0.810.34361.5x14972%
Donchian 채널 돌파
entryN=111, exitN=103
14.9%-36.6%0.750.41197.9x3366%
Supertrend
period=21, mult=5
10.4%-50.9%0.550.2043.5x14560%
Keltner 채널 돌파
emaPeriod=58, atrPeriod=27, mult=3.1
5.9%-47.9%0.420.128.8x14338%
볼린저 밴드 돌파
n=56, k=2.7
4.7%-34.1%0.390.145.8x10329%
ADX / DI 방향성
period=37, threshold=11
5.1%-50.8%0.350.106.6x32348%
Parabolic SAR
step=0.01, maxStep=0.36
3.6%-69.9%0.270.053.9x50755%
MACD
fast=13, slow=43, signal=19
-1.9%-91.1%0.04-0.020.5x49150%
Buy and hold11.3%-95.1%0.480.1258.6x1100%
0.1 1x 10x 100x 1989 1994 1999 2004 2009 2014 2019 2024 EMA 크로스오버Buy and hold
EMA 크로스오버: Solid strategy line versus dashed buy-and-hold line. Log scale.
0% -24% -48% -71% -95% 1989 1994 1999 2004 2009 2014 2019 2024 Buy and holdEMA 크로스오버
EMA 크로스오버 maximum drawdown -37.9% (2007-05-09 → 2009-03-09), recovered after 861 days.

Rules of the top strategy

Uses two exponential averages (more weight on recent prices) and trades their crossover.

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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