Client Strategy Dashboard

Strategy Dashboard

This dashboard now shows only strategies above 15% annualized return, keeps the benchmark comparison on a common overlap window, and leaves lower-return research models in a separate 15% and below dashboard.

Full Backtest Summary
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Comparison Window
Direct benchmark comparison uses the overlap window 2023-07-10 to 2026-05-19 so GLD, BTC, SPY, and QQQ line up on the same dates as the strategies.
Growth & Annual Returns
Cumulative Growth of $1
Yearly Returns
Risk Profile
Drawdown from Peak (%)
Rolling 21-Day Annualised Volatility (%)
Distribution
Daily Return Distribution (% of days in each bucket)
Risk-Return Comparison
Annualized Return vs Sharpe
Full Ranking
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Advanced Metrics
Advanced Compare
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Monthly Seasonality
Average Compounded Return By Calendar Month
Macro Strengths And Weaknesses
Select Strategy
Regime Table
Version Families
Yearly Return History
Compare Up To Four Strategies
Compare Slots
Yearly Return Table
Monthly Return History
Select Strategy Or Benchmark
Monthly Return Table
V6 Live Status
V6-live
Final Actions
Overlay Notes
How Each Strategy Works
Metric Key
How To Read The Metrics
MetricWhat it meansUsually goodUsually weak
SharpeReturn per unit of total volatility.Above 1.0 is solid, above 1.5 is strong.Below 0.5 is weak, below 0 is losing.
SortinoReturn per unit of downside volatility only.Above 1.5 is strong, above 2.0 is very strong.Below 1.0 is weak, below 0 is losing.
CalmarAnnualized return divided by max drawdown.Above 1.0 is good, above 2.0 is excellent.Below 0.5 is weak.
Profit FactorTotal gains divided by total losses.Above 1.2 is healthy, above 1.5 is strong.Below 1.0 means losses outweigh gains.
Max DrawdownWorst peak-to-trough decline.Smaller absolute drawdown is better.Large negative drawdowns are harder to trade live.
Avg Win / Avg LossAverage positive day and average negative day.Bigger avg win and smaller avg loss is better.If avg loss dominates, the edge is fragile.
Best Day / Worst DayLargest one-day gain and one-day loss.Shows upside and tail-risk behavior.Very large worst days can be hard to tolerate.
Avg HoldAverage number of trading days a position stays in the basket.Depends on style; longer often means less churn.Very short holds can mean noisy overtrading.
vs SPYTotal return minus SPY total return over the same window.Positive means you beat SPY.Negative means you lagged SPY.