Understanding Results

After running a backtest, Quantlens shows you a rich set of charts and metrics. This page explains what each number means — in plain English.


Equity Curve

The equity curve shows the growth (or decline) of your starting capital over time.

  • A steadily rising curve = consistently profitable strategy.

  • Flat sections = no trades / neutral market conditions.

  • Sharp drops = losing streaks or large individual losses.

Tip

A smooth, gradually rising curve is generally better than a curve that shoots up quickly but has violent swings — it suggests the strategy is robust rather than lucky.


Key Metrics

Metric

What it means

Total Return (%)

Percentage gain/loss over the entire test period.

Annualised Return (%)

What the return would be if scaled to 1 year. Useful for comparing strategies of different lengths.

Sharpe Ratio

Return per unit of risk. Above 1.0 is acceptable; above 2.0 is excellent.

Sortino Ratio

Like Sharpe, but only penalises downside volatility. Better for asymmetric strategies.

Max Drawdown (%)

Largest peak-to-trough decline. A drawdown of -20% means the portfolio fell 20% from its high before recovering.

Win Rate (%)

Percentage of trades that were profitable.

Profit Factor

Total gross profit ÷ total gross loss. Above 1.5 is healthy.

Avg Trade (USD)

Average profit or loss per trade after commissions.

# Trades

Total number of trades executed during the test period.


Interpreting Sharpe Ratio

Sharpe

Interpretation

< 0

Strategy loses money risk-adjusted — avoid.

0 – 1

Positive but weak. Likely not worth trading live.

1 – 2

Acceptable. May be worth further investigation.

> 2

Strong risk-adjusted performance.

> 3

Exceptional — double-check for overfitting.


Interpreting Max Drawdown

Max Drawdown tells you the worst losing streak you would have endured.

For example, if your strategy has a Max Drawdown of -35% and you start with $10,000, there would have been a point where your account was worth only $6,500 — before recovering.

Warning

Most traders underestimate how psychologically difficult it is to hold through a 30–40% drawdown. A strategy with a lower drawdown is often preferable even if its total return is slightly lower.


PDF Tearsheet

Click Export PDF to download a formatted tearsheet containing:

  • Equity curve chart

  • Monthly returns heatmap

  • Full metrics table

  • Trade log summary

This is useful for sharing with investors or for your own records.