Metrics explained

FireForge includes a range of metrics to provide detailed insights into strategy performance. Below is a complete list of metrics:

Strategy Name

  • Name of the strategy configuration.

VIX Low / VIX High

  • The optimal VIX range for the strategy where it achieves the highest CEM.

Custom VIX Low / Custom VIX High:

  • The optimal custom VIX range for the strategy.

R²

  • Coefficient of determination, indicating the proportion of variance in the dependent variable predictable from the independent variable.

SPX Correlation

  • Correlation between the strategy’s returns and SPX, showing market sensitivity.

VIX Correlation

  • Correlation between the strategy’s returns and VIX, showing volatility sensitivity.

MC Avg ann. Ret. (% of MC Cap.)

  • Monte Carlo-based average annualized return as a percentage of Monte Carlo capital.

  • This assumes that the entry criteria are present on every potential entry day during a trading year (252 trading days). This can lead to very high values for niche strategies in particular.

  • If your selector is VIX, you can multiply by Share of VIX Values covered to arrive at the expected annual relative return, considering presence of entry conditions.

Trades

  • Total number of trades made by the strategy over the testing period.

Average BPR in $

  • Average Buying Power Requirement in dollars.

Avg. Return EOD (% of BPR)

  • Average end-of-day return as a percentage of Buying Power Requirement.

Compoundability

  • Indicates if returns compound effectively based on the strategy’s design.

Coefficient of Variance

  • Risk relative to return, useful for volatility-adjusted performance analysis.

Kurtosis

  • Measure of return distribution shape; high kurtosis indicates fat tails, implying extreme values.

Skewness

  • Measure of asymmetry in the return distribution.

Peak in % of BPR

  • Maximum peak reached as a percentage of Buying Power Requirement.

Rags to Riches Index

  • Custom metric indicating the ratio of profitable to unprofitable outcomes.

Required Capital in $

  • Minimum capital needed to maintain the strategy without risk of ruin.

Risk-of-Ruin Weight

  • Calculated from Monte Carlo simulations, with higher values indicating lower ruin risk.

Through

  • Reference date or period end in the backtesting period.

Time invested %

  • Percentage of time capital was actively invested in the strategy.

Winrate

  • Percentage of trades that were profitable.

Share of VIX Values covered

  • Percentage of VIX range covered by the strategy.

Standard Deviation EOD

  • Standard deviation of end-of-day returns.

Sortino Ratio

  • Risk-adjusted performance metric that penalizes downside volatility.

Sessions invested %

  • Percentage of trading sessions where the strategy was active.

Return on BPR in %

  • Cumulative return as a percentage of Buying Power Requirement.

Absolute Return in $

  • Total absolute return in dollars.

MC Risk-of-Ruin %

  • Monte Carlo-based probability of capital loss.

Max Gain (% of BPR)

  • Maximum gain as a percentage of BPR.

Max Drawdown %

  • Maximum drawdown as a percentage.

Max Drawdown $

  • Maximum drawdown in dollars.

Max BPR in $

  • Maximum Buying Power Requirement in dollars.

Max Loss (% of BPR)

  • Maximum loss as a percentage of BPR.

Max Loss $

  • Maximum loss in dollars.

Median Return EOD (% of BPR)

  • Median end-of-day return as a percentage of BPR.

Median BPR in $

  • Median Buying Power Requirement in dollars.

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