Stock Market Glossary

Backtest

Testing a trading strategy on historical price data.

In brief: Testing a trading strategy on historical price data.

Meaning in practice

Backtests check how a strategy would have worked in the past. Common pitfalls: survivorship bias, lookahead errors, overfitting to historical peculiarities. A good backtest includes realistic costs, slippage and out-of-sample testing.

Context for investors and traders

The term describes a common behavioural bias that can become especially visible during sharp market moves. It is not a judgement on individual investors, but a prompt to make decisions understandable and repeatable.

How to use this in practice

A simple decision process is an effective countermeasure: note the trigger, set objective and risk, then act. It makes clear whether a decision rests on testable information or on FOMO, fear or the urge to recover a loss quickly.

What to keep in mind

Review decisions at calm intervals instead of after every market move. Changing rules retrospectively removes the benchmark; following them rigidly should still leave room for genuinely relevant new information.

Common questions

What does Backtest mean in simple terms?

Testing a trading strategy on historical price data.

When is this term relevant to investors?

Set criteria, position sizes and a review date before deciding. A written plan makes it easier to separate new information from emotional impulses.

What should I check before acting on Backtest?

Review decisions at calm intervals instead of after every market move. Changing rules retrospectively removes the benchmark; following them rigidly should still leave room for genuinely relevant new information.

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