Hi Howard,

Yes I'm trying to validate my trading system by rejecting Ho: expectancy <= 0 
based on the t-statistic.  I also want to use the mean and standard deviation 
to setup my control chart so I really want to make sure I'm using the correct 
inputs.   Based on your input I will proceed as follows in calculating the 
t-stat:
1) simply average the periodic expectancy values for only OOS periods
2) likewise calculate the stdev of these periodic values
3) N = number of OOS periods = number of OOS observations of expectancy.

Thanks I appreciate your help.

Ray

--- In [email protected], Howard B <howardba...@...> wrote:
>
> Hi Ray --
> 
> The t-test is used to test whether two samples come from the same
> distribution.  The example you may be referring to asks whether the
> expectancy of the out-of-sample results could have come from a random or
> unprofitable system.  The null hypothesis (the one we want to say is very
> unlikely) is "the OOS results came from a random system.  Calculate the mean
> and standard deviation of the metric you are using -- expectancy, in this
> case -- for the OOS results.  Calculate the mean and standard deviation for
> the other, random, distribution.  The random mean of expectancy is 0.0.  In
> this case, you can assume that the random standard deviation is the same as
> the OOS standard deviation.  Use the count of data points from the OOS
> results, and assume the random results have the same count.  Compute the
> t-statistic.  Look in the precalculated table to see how likely it is that
> the OOS results came from the same distribution as the random results.
> 
> You could make a similar test to see whether the IS and OOS results came
> from the same distribution.  That test would require using all of the
> trades, IS and OOS, not just the OOS ones.  It might be interesting, but
> that is not the test you probably want.
> 
> I hope this helps,
> Thanks,
> Howard
> 
> On Sat, Jul 17, 2010 at 7:09 PM, raymondpconnolly <
> raymondpconno...@...> wrote:
> 
> >
> >
> > Hi All,
> >
> > I'm looking for input on the calculation of the t-statistic of expectancy
> > for the OOS periods of the walkforward simulation for the purposes of
> > validation and control as put forward by Dr. Howard Bandy in his ATAA
> > presention of October 2009. Many thanks to Howard for making available this
> > excellent information.
> >
> > At first glance I thought this was a pretty straightforward matter ...
> > until I got down to the nuts and bolts of the calculation. So let me explain
> > what I've done and the questions I'm having:
> >
> > Assumptions:
> > -t-statistic of expectancy (for the null hypothesis Ho: expectancy <= 0 ) =
> > ((mean)/(standard deviation))*sqrt(N-1) (1)
> > - use data for each OOS period generated by Amibroker (no CBT generated
> > data)
> >
> > Calculation Possibilities:
> > 1.0 calculate the mean and standard deviation using the expectancy values
> > for each OOS period
> > 2.0 calculate the weighted mean and weighted standard deviation of
> > expectancy where the weight for each OOS period is
> > wt = (number of trades for the OOS period / total trades for all OOS
> > periods) and where the weighted standard deviation
> > is defined here:
> > http://www.itl.nist.gov/div898/software/dataplot/refman2/ch2/weightsd.pdf
> > 3.0 N = number of OOS periods
> > 4.0 N = total trades for all OOS periods
> >
> > Observations and Questions:
> > A) What is the correct combination of inputs from the possibilities above
> > or from possibilities I have failed to recognize that yields the valid
> > t-statistic ?
> > B) comparing 1.0 and 2.0 above yeilds slightly different means in my case (
> > where the standard deviation in the average number of trades per OOS period
> > is small). 2.0 above also yeilds the same result as calculating expectancy
> > by the alternative method:
> > Expectancy ($) = (TotalProfit - TotalLoss) / NumberOfTrades = NetProfit /
> > NumberOfTrades over all OOS periods so my suspicion is that 2.0 above is the
> > way to go
> > C) with respect to 3.0 and 4.0 above I'm at a loss. I can see using the
> > number of OOS periods as there are that many observations of expectancy
> > however I can also see using total trades for all OOS periods since the
> > results of all trades ultimately generate the expetancies over all OOS
> > periods.
> >
> > Thanks for your input.
> >
> > Ray
> >
> >  
> >
>


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