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Systematic trading and backtesting

Why most backtests are overfit, and the statistical tools for telling a real edge from noise.

CitationPaperAccessDifficultyScore
Frazzini et al. (2018)Trading Costs
SSRN Working Paper
FreeModerate0
Novy-Marx & Velikov (2016)A Taxonomy of Anomalies and Their Trading Costs
Review of Financial Studies
FreeModerate0
Harvey & Liu (2015)Backtesting
Journal of Portfolio Management
FreeModerate0
Bailey et al. (2014)Pseudo-Mathematics and Financial Charlatanism: The Effects of Backtest Overfitting on Out-of-Sample Performance
Notices of the American Mathematical Society
FreeModerate0
Bailey & Prado (2014)The Deflated Sharpe Ratio: Correcting for Selection Bias, Backtest Overfitting, and Non-Normality
Journal of Portfolio Management
FreeModerate0
Lo (2002)The Statistics of Sharpe Ratios
Financial Analysts Journal
FreeModerate0
Sullivan et al. (1999)Data-Snooping, Technical Trading Rule Performance, and the Bootstrap
Journal of Finance
PaywalledModerate0