Backtesting/nifty200_pit

nifty200_pit

Nifty200 · 2016-01-012026-09-04 · 2,559 trading days · 122 rebalances · point-in-time universe
6.41×
+8.64% CAGR vs Nifty 50
CAGR
20.07%
252-day annualised
Sharpe
1.14
Sortino 1.43
Max drawdown
-23.80%
478 days underwater
Calmar
0.84
CAGR ÷ max drawdown
Volatility
17.3%
annualised
Turnover
169.2×
22.2% paid in costs
Hover the chart for any day
1.0×1.5×2.0×3.0×5.0×7.0×20162017201820192020202120222023202420252026Cash: 1 daysLong book: 29 daysShort Nifty hedge: 19 daysLong book: 140 daysShort Nifty hedge: 45 daysLong book: 15 daysShort Nifty hedge: 5 daysLong book: 114 daysShort Nifty hedge: 14 daysLong book: 63 daysShort Nifty hedge: 5 daysLong book: 42 daysShort Nifty hedge: 32 daysLong book: 79 daysShort Nifty hedge: 27 daysLong book: 53 daysShort Nifty hedge: 5 daysLong book: 24 daysShort Nifty hedge: 5 daysLong book: 40 daysShort Nifty hedge: 5 daysLong book: 29 daysShort Nifty hedge: 46 daysLong book: 98 daysShort Nifty hedge: 44 daysLong book: 118 daysShort Nifty hedge: 4 daysLong book: 110 daysShort Nifty hedge: 31 daysLong book: 134 daysShort Nifty hedge: 29 daysLong book: 24 daysShort Nifty hedge: 33 daysLong book: 23 daysShort Nifty hedge: 24 daysLong book: 15 daysShort Nifty hedge: 10 daysLong book: 52 daysShort Nifty hedge: 23 daysLong book: 39 daysShort Nifty hedge: 20 daysLong book: 9 daysShort Nifty hedge: 46 daysLong book: 86 daysShort Nifty hedge: 10 daysLong book: 33 daysShort Nifty hedge: 18 daysLong book: 220 daysShort Nifty hedge: 38 daysLong book: 14 daysShort Nifty hedge: 30 daysLong book: 10 daysShort Nifty hedge: 18 daysLong book: 85 daysShort Nifty hedge: 28 daysLong book: 76 daysShort Nifty hedge: 5 daysLong book: 9 daysShort Nifty hedge: 24 daysLong book: 9 daysShort Nifty hedge: 26 daysLong book: 24 daysShort Nifty hedge: 19 daysLong book: 54 daysDrawdown from peak-23.80%-23.80% · 2019-02-19
Strategy Nifty 50Long bookShort Nifty hedgeCash

Strategy vs Nifty 50

StrategyBenchmark
Total return540.8%200.1%
CAGR20.07%11.43%
Volatility17.3%16.4%
Sharpe1.140.74
Calmar0.840.30
Max drawdown-23.80%-38.44%
Best day9.75%
Worst day-10.78%

Deepest drawdown bottomed on 2019-02-19 at -23.80%. That exact day is forced into the chart above, so its low point equals this number rather than landing between two samples.

Legs

The book is a long portfolio with a short index hedge. Each leg's CAGR is over the whole period, not only the days it was active, so the short leg looks small by construction — it was on for 688 of 2,559 days.

Long leg
20.69%
6.75× · 1871 days
Short leg
1.69%
1.19× · 688 days
Cash contributed 11.0% over the period.

Time in each regime

cash1 day · 0.0%
long1,870 days · 73.1%
short nifty688 days · 26.9%

Measured in trading days, matching the ribbon under the chart. The run's own regime_counts instead counts rebalance periods — 32 long, 32 short nifty, 0 cash — an even split of periods that is a lopsided split of days, because the long periods run much longer than the short ones.

Yearly returns

strategy vs Nifty 50
2016
12.5%
2.8%
beat
2017
60.6%
28.6%
beat
2018
-12.8%
3.2%
lost
2019
7.7%
12.0%
lost
2020
48.8%
14.9%
beat
2021
26.9%
24.1%
beat
2022
11.9%
4.3%
beat
2023
35.3%
20.0%
beat
2024
34.8%
8.8%
beat
2025
6.2%
10.5%
lost
2026 *
-7.7%
-8.5%
beat

* 2026 is a partial year, ending 2026-09-04. It is not a full-year return and should not be read as one.

Monthly returns

shaded against this run's largest month, ±18.2%
YrJanFebMarAprMayJunJulAugSepOctNovDecYear
20160.3-10.7-0.04.8-0.54.67.03.0-2.14.42.7-0.412.5%
20175.43.14.16.4-3.42.39.01.42.213.3-0.25.760.6%
2018-3.0-7.52.3-1.50.92.26.7-13.43.8-1.6-0.7-12.8%
2019-1.2-5.13.5-1.5-1.51.72.70.54.84.8-1.30.67.7%
20202.88.518.2-3.4-4.02.01.9-1.69.6-4.46.46.648.8%
2021-1.98.34.00.53.07.07.7-0.81.6-3.4-0.1-1.126.9%
2022-1.75.60.60.81.6-2.45.810.82.5-1.2-2.0-7.811.9%
2023-5.71.80.23.23.78.68.4-1.33.6-0.00.58.635.3%
20249.1-2.6-0.46.55.77.45.33.24.7-2.00.2-5.834.8%
20250.8-4.5-2.02.14.65.3-4.40.7-1.22.72.9-0.56.2%
2026-0.60.41.7-5.7-0.6-0.7-0.60.9-2.8-7.7%
Why the monthly column does not multiply back to 6.41×. This run's total_return is measured from the first row's closing equity, so day one — 0.016% here — is excluded from it. The equity curve and the monthly and yearly tables above all include that day, and so compound to 6.41× instead. That is the research runner's convention, not a rounding error, and both numbers are shown rather than quietly reconciled. The published headline figures are used everywhere they exist; only drawdown and the periodic tables are derived here, and those are checked against the runner's own values in the backend tests.