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Closed Equity

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This Performance Visualizer implements a closed equity view.

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Closed equity is strategy equity based on closed positions only, depending on mode:

  • In Raw Profit mode, it's just a summation of closed P&L over time;
  • In Portfolio Simulation mode, it's based on starting capital.

Note: In the right-click context menu you can switch between traditional linear and log scale. Find out more at the Motley Fool site: Log Charts vs. Linear Charts.

Notes and limitations

  • Calculating closed equity can be very time consuming on large intraday backtests with thousands of positions. It's recommended to disable this visualizer if you're concerned about possible slowdown.
  • Bug: "Change scale" on a zoomed in chart will result in an unhandled exception (OverflowException) in the visualizer and a "red cross".
    • Workaround: Don't do it. If you did it accidentally, reopen the Strategy window.

Important Disclaimer: The information provided by Wealth-Lab is strictly for informational purposes and is not to be construed as advice or solicitation to buy or sell any security.  The owner of Wealth-Lab.com assumes no liability resulting from the use of the material contained herein for investment purposes. By using this web site, you agree to the terms of this disclaimer and our Terms of Use.


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