📊 Stock & ETF Trading

How to Backtest a Trading Strategy Properly

Backtest without fooling yourself: clean data, out-of-sample tests, walk-forward, and realistic costs so live results match the backtest.

Key Takeaways

  • •Define rules before testing
  • •Split in-sample vs out-of-sample; keep a final hold-out
  • •Model costs & slippage or results will be fantasy

Clean rules

Specify entry, exit, filters, and sizing in writing—no peeking.

Data quality

Avoid survivorship bias: Include delisted names.

Adjust for dividends & splits.

Use enough history to include multiple regimes.

Validation

In-sample to build →

Out-of-sample to validate →

Walk-forward to mimic live adaptation.

Keep a small final hold-out you never touch.

Costs & slippage

Add commissions, spread/impact assumptions, and limit vs market order logic.

Metrics that matter

Return Metrics

  • • CAGR
  • • Max Drawdown
  • • Sharpe/Sortino

Trade Metrics

  • • Win rate
  • • Expectancy
  • • Profit Factor
  • • R-multiples distribution

Pitfalls

  • •Overfitting
  • •Small sample sizes
  • •Re-optimizing until perfect (then failing live)

The proper process

1. Write strategy rules clearly

2. Prepare clean, bias-free data

3. Test on in-sample data

4. Validate on out-of-sample

5. Add realistic costs

6. Final hold-out test

Test Your Strategy

Write your rules on one page, then run a paper-trade month to compare live vs backtest behavior.

Frequently Asked Questions

How long is enough?

Aim for 10+ years if possible for equities.

What is walk-forward?

Re-train on a rolling window, validate on the next segment.