Trend-Following Backtester · Guide · backtest 한국어

equity · US

Equity Lifestyle Properties, Inc. backtest

10 trend-following strategies were compared on the full daily history of Equity Lifestyle Properties, 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 1993-02-25 ~ 2026-07-31daily bars 8,415 (33.4 years)Costs 0.5%Venue XNYSMonthly snapshot 2026-07-31

Results by strategy

0 of 10 beat buy and hold (CAGR 9.1%, drawdown -59.9%).

Sharpe leader (same as main): ROC 모멘텀 — CAGR 8.4%, MDD -59.9%, Sharpe 0.43, 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=-0.15
8.4%-59.9%0.430.1414.6x9100%
SMA 크로스오버
fast=49, slow=187
5.0%-47.4%0.350.115.1x5364%
EMA 크로스오버
fast=108, slow=349
4.8%-47.4%0.340.104.8x2769%
Donchian 채널 돌파
entryN=115, exitN=76
2.5%-59.7%0.230.042.3x4455%
Supertrend
period=16, mult=3.7
0.7%-49.6%0.140.011.3x15960%
Keltner 채널 돌파
emaPeriod=13, atrPeriod=9, mult=3.7
0.2%-11.7%0.090.021.1x81%
볼린저 밴드 돌파
n=29, k=3.4
0.1%-18.8%0.060.011.1x224%
Parabolic SAR
step=0.015, maxStep=0.02
-1.0%-54.8%0.04-0.020.7x21762%
ADX / DI 방향성
period=32, threshold=22
-0.6%-35.3%-0.07-0.020.8x569%
MACD
fast=17, slow=49, signal=19
-6.3%-91.4%-0.27-0.070.1x39553%
Buy and hold9.1%-59.9%0.450.1518.5x1100%
1x 10x 1994 1999 2004 2009 2014 2019 2024 ROC 모멘텀Buy and hold
ROC 모멘텀: Solid strategy line versus dashed buy-and-hold line. Log scale.
0% -15% -30% -45% -60% 1994 1999 2004 2009 2014 2019 2024 Buy and holdROC 모멘텀
ROC 모멘텀 maximum drawdown -59.9% (2007-02-09 → 2008-11-20), recovered after 1,608 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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