IQIC / What is backtesting?

What is backtesting?

Backtesting applies a rule to historical data to study how it would have behaved under stated assumptions. It is a research tool, not evidence of future performance.

Concrete example

Define a simple rule, run it only on information available at each historical point, include a stated cost assumption, and compare outcomes with a baseline.

Vocabulary

Look-ahead bias uses unavailable future information. Overfitting tunes a rule too closely to one sample. A baseline is a simple comparison method.

Prerequisites

Students need basic Python, statistics, and data-cleaning skills before building a backtest.

Common mistakes

Do not choose a rule after seeing the outcome, ignore costs, or report only the favorable time period.

Student exercise

Split a small historical dataset into a design period and a later evaluation period; record why results can still fail to generalize.

Competition relevance

Clear backtesting limits matter as much as a chart when explaining an IQIC quantitative method.

Prerequisite math and programming

Use algebra, probability, descriptive statistics, and basic Python before adding model complexity. Learn one concept at a time and retain every assumption.

Common mistakes

Do not confuse a historical result with a forecast, hide data transformations, or omit costs, limitations, and a baseline comparison.

Simple student exercise

Write a small reproducible analysis with a documented public input, one calculation, one labeled chart, and three limits on what the result can establish.

Competition relevance

IQIC reviewers need to understand a team’s method, evidence, assumptions, and limitations. Start with the competition overview.