EnglishDeutsch日本語

Performance Report

Help > Performance Report
Performance Report
Performance Report 
The Performance Report offers statistical data from the operation or backtest of a trading system. Use the Performance Report for the following:
  • Evaluating the profitability of your trading system
  • Finding out if a real trade would be reasonable
  • Evaluating the risks that can develop during the trade
  • Estimating the need for capital
  • Comparing the distribution of profits over time
  • Keeping an eye on the development of real trading results
In the tradesignal Performance Report, statistical results are offered as tables and diagrams.

Call up the Performance Report

The Performance Report is available for Charts and Portfolios.

Click on the Performance button in the Trading System group in the Toolbar to open it. The results are calculated for the current workspace.

Statistic Values

Global

This is the default setting. In this view, you can see the results for the complete history length as a Strategy Performance Report. The results are offered in three columns. The first column shows the respective key figure for all trades, the second for long trades only and the third for short trades.

Key FigureExplanation
Total Net ProfitSum of all trades (profit and loss trades) after subtraction of all costs and slippages
Gross ProfitSum of all winning trades
Gross LossSum of all losing trades
Profit FactorThe ratio of Gross Profit and the negative Gross Loss. This factor is a benchmark for how large the expected profit per units of capital would have been in the test data.
Open Position P/LValue of an open position during the analysis
  
Total Number of TradesTotal number of trades
Percent ProfitablePercentage of profitable trades for the total number of trades
Number of Winning TradesNumber of profitable trades
Number of Losing TradesNumber of unprofitable trades
Number of Even TradesNumber of trades closed with neutral result
Number of Winning BarsNumber of trading periods/candles/bars over which the profitable trades lasted
Number of Losing BarsNumber of trading periods/candles/bars over which the unprofitable trades lasted
Number of Even BarsNumber of trading periods/candles/bars over which the neutral trades lasted
  
Average Trade Net ProfitAverage result of all trades, calculated as Net Profit/Total Number Trades
Average Winning TradeAverage profit of the winning trades, calculated as Gross Profit/Number Winning Trades
Average Losing TradeAverage profit of the losing trades, calculated as Gross Loss/Number Losing Trades
Ratio Average Win. / Average Los.Ratio of Average Profit/Average Loss
Largest Winning TradeThe largest profit
Largest Losing TradeThe largest loss
  
Max. Consecutive Winning TradesLongest series of profitable trades
Max. Consecutive Losing TradesLongest series of unprofitable trades
Average Bars in Total TradesAverage number of periods per trade
Total Bars in TradeSum of all trading periods/candles/bars over which open positions were held
Average Bars in Winning TradesAverage duration of profitable trades in periods/candles/bars
Average Bars in Losing TradesAverage duration of unprofitable trades in periods/candles/bars
Average Bars in Even TradesAverage duration of neutral trades in periods/candles/bars
Num. of Consecutive Losing TradesLength of the latest series of unprofitable trades
Num. of consecutive Winning TradesLength of the latest series of profitable trades
  
Max. Shares / Contracts HeldBiggest single position
Total Shares / Contracts HeldSum of all traded shares
Total CommissionSum of all costs
Total SlippageSum of slippage over all trades
Account Size RequiredNecessary account size to trade the system
Return on AccountPercentage development of the invested capital
  
Sharpe RatioIndex for the profitability of an investment compared to the risk
Average Sharpe RatioSharpe Ratio over the full data range
Froehlich FactorComplex indicator for evaluating the quality of the trading system results
Start DateDate of the first period
End DateDate of the last period
Trading PeriodTimespan of the data (History Length)
Time in the MarketNumber of days or intraday periods in which positions were open, including weekends and holidays (absolute value)
Percent of Time in the MarketPercentage of days with open positions
Max. DrawdownLargest cutback in profit
Max. Drawdown DateDate of the largest cutback in profit
Max. Intraday DrawdownLargest cutback of profit since the last open equity maximum
Total PositionsNumber of held positions. If partial trades are used, higher values result than for full trades.
Position ChangesNumber of switches between Long and Short trades
Total Closed PositionsNumber of positions kept by the system. If partial trades are used, this key figure is higher than the Total Number of Trades.


On the top right of the Performance Report, you can find further links to display trading system results as periods and graphic displays.

Periodic Results

Periodic Results
Periodic Results 
Drawdown Analysis
Drawdown Analysis 
The returns are shown in three ways. As key figures, the Net Profit, Number of Trades and % Profitable are displayed.
  • Returns/Month - Display the performance development for each month of the test period.
  • Returns/Quarter - Display the performance development for each quarter (three months) of the test period.
  • Returns/Year - Display the performance development for each year of the test period.

Graphic Results

For the graphic display, the two links offer four different diagrams:

Graphs - Equity:
  • Equity by Trade - The equities are shown in the trade sequence.
  • Equity by Date - The equities are shown in the sequence of dates.
Graph - Equity Underwater, this means the drawdown/cutback:
  • Monthly Equity Underwater - Phases in which the profit was declining, in absolute values of the traded currencies or units.
  • Monthly Equity Underwater (Percentage) - Phases in which the profit was declining, in percentage values. This diagram makes it possible to compare drawdown phases over longer time spans.

Display by Trades

Display by Trades
Display by Trades 
Next to the links for the statistics you can find the list of trades sorted by date (50 trades/page by default). Click on a number link to view the trades.

To return to the statistics, click on Statistics.

ColumnDescription
#Serial number of the trade
CommandLabeling whether the trade was sell or buy, short or long.
SymbolTraded security
Fill DateDay of the trade
Fill PriceExact price of the purchase
ProfitAbsolute profit of the trade
SignalPart of the trading system that set off the trade, for example entry or stop indicators
Com.Commission as entered in Money Management
Slip.Slippage as entered in Money Management
Social Bookmarking