Glossary

Sharpe Ratio

Risk-adjusted return measure: excess return per unit of total volatility. The default benchmark for systematic strategies — and the one most often abused.

Sentivue Capital··4 min read

The Sharpe ratio measures the excess return a strategy produces per unit of total volatility. It is the most widely cited risk-adjusted return metric in systematic trading.

Formula

Sharpe = (R_p − R_f) / σ_p

  • R_p — strategy return (annualized)
  • R_f — risk-free rate (annualized)
  • σ_p — standard deviation of strategy returns (annualized)

Annualize daily Sharpe by multiplying by √252. For monthly data use √12.

How to interpret

SharpeReading
< 0.5Marginal — easily explained by sample noise
0.5 – 1.0Acceptable but unremarkable for a systematic strategy
1.0 – 2.0Solid; survives most institutional screens
2.0 – 3.0Strong — verify it isn't an artifact of overfitting
> 3.0Suspicious. Almost always a backtest overfitting problem unless ex-post live

Common traps

  1. Annualization mismatch. Annualizing high-frequency returns inflates Sharpe by the square root of the sampling frequency. A daily Sharpe of 0.2 is not equivalent to an annual Sharpe of 0.2.
  2. Treating volatility as risk. Sharpe penalizes upside volatility identically to downside. For asymmetric strategies (options selling, trend following) Sortino or Calmar frequently tell a more honest story.
  3. Look-ahead in σ. Computing σ on full-sample data leaks future information. Use rolling or expanding-window estimates.
  4. Short samples. Sharpe estimates carry meaningful standard error below ~3 years of data. See statistical significance in trading.

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