Glossary

This is a collection of terms I frequently use in my blog posts. I encourage readers to refer to the glossary periodically, and offer suggestions to help everyone stay on the same page.

 

Hypothesis Testing

The systematic method for testing a theory’s validity through rigorous analysis and planning, usually using statistical methods on sample data.

 

Statistically Significant

When the likelihood of a relationship between two or more variables is larger than random chance. Generally, a relationship is deemed statistical significant if the probability of randomness is less than 5%.

 

T-stat

A standard value used for hypothesis testing, specifically to reject or accept a null hypothesis. Generally, a t-stat greater than 2 is considered statistically significant.

 

Walk Forward Analysis

Methodology of parameter testing a signal with a fixed window approach across time series data. One most notable benefit is the consistency of inputs and outputs.

 

Alpha

A measure to represent unexplained performance relative to a benchmark.

 

Beta

A measure to represent explained performance directly from a benchmark.

 

Sharpe Ratio

A measure to estimate statistical significance of returns by adjusted for risk. Roughly calculated by: returns / standard deviation.

 

Mean Reversion

The tendency for a time-series to move towards the average value over time. Many trading algorithms are focused on predicting timings of mean reversion.

 

Short-Term Reversals

A common factor that describes the phenomena where prices move rapidly in the opposite direction of the current trend for a short duration – often between a week and a month.

 

Factors

Variables that can explain risk and returns for certain securities. Common ones include Momentum, Value, Quality, Size, Volatility and Short-Term Reversals.

 

Leverage

Total percentage of net holdings used in a portfolio.

 

Basis Point

1 basis point (bps) is equal to 0.01%.

 

Slippage

The difference between the intended fill price and the actual final price for a trade.

 

Commission

The fixed amount paid to the broker in order to execute trades.