Chapter 16: Strategy Simulation

Sharpe Ratio: Definition, Annualization, and Estimation Noise foundational

What the Sharpe ratio measures, when the usual scaling works, and why a backtest Sharpe is noisier than it looks.

What the Sharpe ratio measures, when the usual scaling works, and why a backtest Sharpe is noisier than it looks.

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References

The Statistics of Sharpe Ratios
Andrew W. Lo (2002) — Financial Analysts Journal
The Elements of Quantitative Investing
Giuseppe A. Paleologo (2025) — John Wiley & Sons
The Deflated Sharpe Ratio: Correcting for Selection Bias, Backtest Overfitting and Non-Normality
David H. Bailey, Marcos Lopez de Prado (2014)