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Backtesting and Validation

A backtest applies a strategy's rules to historical data to see how it would have performed. It is a useful tool and an easy one to misuse. This section explains how to build a backtest that reflects real trading conditions, including transaction costs, slippage, and the occasional missing tick, and how to recognize when a backtest is telling you more about the past than about the future. We also cover walk-forward testing, out-of-sample validation, and the specific ways overfitting sneaks into a system that looks great on a chart and falls apart in live conditions. Performance measurement lives here too, since a backtest without the right metrics can hide as much as it reveals.

How to Build a Backtest That Isn't Lying to You

How to Build a Backtest That Isn't Lying to You

Accounting for slippage, fees, and data quality before trusting a result.

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Overfitting: Why a Perfect Backtest Should Worry You

Overfitting: Why a Perfect Backtest Should Worry You

The warning signs that a strategy was fit to noise, not to a pattern.

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Walk-Forward Testing Explained

Walk-Forward Testing Explained

A step-by-step look at validating a strategy on data it hasn't seen.

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Performance Metrics That Matter Beyond Total Return

Performance Metrics That Matter Beyond Total Return

Sharpe ratio, drawdown, and win rate, and what each one actually tells you.

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