Backtest Concepts

Sharpe Ratio — what it is and how to use it in trading

Definition

The Sharpe ratio is a risk-adjusted return metric: the ratio of a strategy's average excess return to its volatility (standard deviation). The higher the value, the more return the strategy delivers per unit of risk taken.

How it works in the builder

In backtest statistics, Sharpe is computed from the series of trade or period returns. As a rule of thumb: above 1 is a good result, above 2 is excellent; below 1 means the strategy's risk may not be justified by its returns.

Typical use

Used to compare strategies or parameter sets against each other — a strategy with higher returns but much higher volatility can have a lower Sharpe than a calmer strategy with smaller returns.

Common pitfalls

Sharpe penalizes drawdowns and sharp profit spikes alike — two strategies with very different risk profiles can end up with similar Sharpe values. For strategies with rare, large losses, the Sortino ratio or max drawdown is more informative.

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