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Detailed Instructions: Trend Following Calculator

Why use this calculator?

To backtest moving average or excess return strategies on specific tickers and compare them against a buy-and-hold approach. This helps in understanding if a trend-following overlay could reduce drawdowns or enhance returns for a given asset.

How to use it

Enter a valid stock ticker symbol (e.g., QQQ, SPY) and select a strategy method (Excess Return or Moving Average). Click "Run Analysis" to generate a detailed HTML report.

Example Inputs

Try these inputs to interpret the results correctly:

Parameter Example Value Description
Ticker QQQ The stock ticker symbol to analyze (e.g., QQQ, SPY). Only a single ticker can be entered.
Strategy Method Excess Return The strategy to simulate (Excess Return or Moving Average).

Example Output

Example Calculation Output