Momentum ROC

Strategy

Data as of Sunday, Mar 22, 2026

MetricValueMetricValueMetricValueMetricValueMetricValueMetricValueMetricValueMetricValue
Return & Growth
Total return+113.84%Net profit$1,138,378Gross profit$1,150,012Gross loss$993,280CAGR+3.25%Annualized return+3.25%Monthly average return+0.25%Median monthly return-2.14%
Best month return+6.71%Worst month return-8.23%Rolling 1-month return+11.22%Log return CAGR-5.94%Compounded vs simple return difference-118.71%
Risk & Drawdown
Maximum drawdown+24.86%Average drawdown+13.01%Median drawdown-9.48%Drawdown duration (max)1221.8 daysAverage drawdown duration43.7 daysUlcer index13.95Pain index9.48Pain ratio15.76
Drawdown volatility4.68Worst peak-to-trough loss+24.86%% time in drawdown+91.80%Drawdown area894.27Downside deviation+13.66%Semi-variance3.10
Risk-Adjusted Ratios
Sharpe ratio0.11Rolling 1-month Sharpe1.16Sortino ratio0.33Calmar ratio0.25Sterling ratio0.25Burke ratio1.51Return / volatility4.10Return / downside risk5.06
Return / max drawdown5.19
Trade-Level Statistics
Total trades85Win rate+32.62%Loss rate+67.38%Average win+4.14%Average loss-1.68%Win/Loss ratio2.65Expectancy+0.27%Profit factor1.36
Payoff ratio2.65Best trade+18.27%Worst trade-5.92%Trade return standard deviation+4.56%Consecutive wins (max)3Consecutive losses (max)8
Distribution & Shape
Volatility (annualized)+16.30%
Benchmark (Beta, Alpha, IR)
Beta to benchmark-0.01Alpha vs benchmark %+4.67%Information ratio-0.53Treynor ratio0.01

Parameter optimization

Optimization data not available for this strategy. Run npm run pipeline or npm run pipeline:test to generate parameter grid results.

Chart for symbol:

Charts & distributions

Equity curve

Drawdown (underwater)

Rolling 1-month Sharpe

Rolling 1-month return (%)

Period return (≈ monthly)

Return distribution (bar returns)

Performance metrics (tabular)

MetricValue
Total return+14.18%
Net profit$141,780
Gross profit$832,298
Gross loss$664,713
CAGR+2.70%
Annualized return+2.70%
Monthly average return+0.27%
Median monthly return+0.33%
Best month return+4.85%
Worst month return-6.63%
Rolling 1-month return+8.11%
Log return CAGR-8.68%
Compounded vs simple return difference-17.72%

Index Performance Statistics

Performance metrics for each index symbol tested with this strategy.

IndexCountryReturn %SharpeSortinoMax DD %Win Rate %TradesProfit FactorVolatility %
MervalArgentina+2347.19%1.494.96+23.85%+44.29%705.80+31.63%
S&P/ASX 200Australia-14.37%-0.38-0.50+17.74%+39.13%920.78+8.15%
BovespaBrazil+10.02%0.160.24+25.10%+35.29%851.16+11.58%
TSX CompositeCanada+17.40%0.380.55+14.75%+34.15%821.33+8.34%
Euro Stoxx 50Europe-23.09%-0.53-0.67+28.74%+23.53%1020.80+10.24%
Euronext 100Europe-11.03%-0.26-0.34+19.49%+22.58%930.91+9.09%
CAC 40France-8.05%-0.17-0.23+17.96%+31.46%890.94+9.80%
DAXGermany+20.00%0.350.53+15.37%+31.82%881.30+9.99%
Hang SengHong Kong-35.91%-0.60-0.81+36.78%+26.32%950.66+15.80%
BSE SensexIndia+19.12%0.400.58+16.02%+37.14%701.40+8.75%
Nifty 50India+27.02%0.530.78+13.72%+37.50%641.56+8.90%
Nikkei 225Japan-1.11%-0.02-0.02+29.11%+31.18%931.05+13.54%
KOSPISouth Korea+41.34%0.480.71+24.96%+28.24%851.59+14.41%
Swiss MarketSwitzerland-0.59%-0.01-0.02+14.85%+25.00%841.02+8.00%
Taiwan WeightedTaiwan+92.59%1.091.92+13.06%+39.19%742.50+11.59%
FTSE 100UK-9.38%-0.27-0.35+19.83%+28.05%820.86+7.44%
CBOE Volatility IndexUS-94.20%-0.52-0.69+96.47%+31.58%950.57+107.18%
Dow Jones Industrial AverageUS+1.57%0.030.05+18.45%+38.37%861.06+9.14%
NASDAQ CompositeUS+20.81%0.270.39+28.03%+32.93%821.28+13.89%
Russell 2000US-22.93%-0.36-0.50+31.18%+32.67%1010.82+14.75%
S&P 500US+14.18%0.260.37+16.65%+34.67%751.25+10.09%