Quant Memo

Max Drawdown

Largest peak-to-trough decline in cumulative equity; a key risk metric for backtesting and live performance.

Definition

Maximum drawdown (MDD) is the largest percentage decline from a local peak in equity to a subsequent trough before a new peak. Formally: max over t of (peak_t − trough_t) / peak_t, where peak_t is the running maximum of equity up to time t.

Why it matters for backtesting

  • Worst-case loss: Summarizes the largest loss an investor would have experienced.
  • Capital and psychology: Drives margin requirements and investor behavior; long deep drawdowns often lead to redemptions or stop-outs.
  • Strategy comparison: Strategies with similar returns but very different max drawdowns have different risk profiles.

Limitations

  • Single number; does not convey drawdown duration or frequency.
  • Path-dependent; same MDD can arise from one long drawdown or several shorter ones.
  • Sensitive to the sample period; out-of-sample MDD can exceed backtest MDD.

Linked concepts

Calmar ratio, drawdown duration, recovery factor, volatility.

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