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Trading Glossary

Quick definitions for key concepts and metrics used throughout our guides.

Sharpe Ratio

Measures risk-adjusted return: excess return divided by volatility. Typical values in real trading: 1.0-2.0. Above 2.5 can indicate overfitting unless supported by long samples.

Max Drawdown (MDD)

The largest peak-to-trough equity decline as a percentage. Lower is better. For many swing strategies, <30% is reasonable; >50% is high risk.

Profit Factor (PF)

Gross profits divided by gross losses. Values >1.0 indicate profitability; 1.3-1.8 is common for robust, cost-inclusive systems.

Kelly Criterion

Formula for optimal bet size based on edge. Full Kelly is volatile; most traders use 25-50% of Kelly to reduce drawdowns.

Consistency Score

Ratio of test performance to train performance in walk-forward analysis. Aim for >0.70 (good), >0.85 (excellent).

Slippage

Difference between expected and actual fill price due to spreads, liquidity, and latency. Model per market and per order type.

Funding Rate

Periodic payments on perpetual futures to align prices with spot. Positive funding means longs pay shorts; negative means shorts pay longs.

Latency

Time delay between decision and execution. Critical for execution-sensitive algorithms (market making, arbitrage). Model in backtests where relevant.

Risk/Reward (R:R)

Ratio of average win to average loss. Higher R:R can offset lower win rates; e.g., 40% win rate with 2:1 R:R can be profitable.

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