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Historical Performance

Performance Should Be Measured, Not Promised.

Ortus O Capital believes historical performance should be presented with context.

Reporting Fields

What We Report

Depending on the strategy and program, performance information may include:

  • Monthly return
  • Annual return
  • Maximum drawdown
  • Average drawdown
  • Profit factor
  • Number of trades
  • Win rate
  • Average trade
  • Average holding period
  • Starting balance
  • Ending balance
  • Broker
  • Account type
  • Strategy version
  • Test period
  • Live or simulated designation
  • Backtest methodology
  • Execution assumptions
Selected Historical Observations

Certain historical Ortus strategies
and account periods have generated:

10–22%
Approximate gains during selected profitable months
6 mo
Periods without a negative calendar month
80%+
Certain historical annual periods exceeding this growth
250%+
Exceptional historical account periods, annualized

These figures must not be interpreted as targeted or guaranteed future returns. Actual performance may be materially lower. Losses may occur.

Verification

Performance Verification

Where available and legally permissible, Ortus may provide supporting information such as:

  • Broker statements
  • Account history
  • Verified performance reports
  • Backtesting reports
  • Monthly performance summaries
  • Strategy statistics
  • Drawdown records

Confidential information may be redacted.

Important Notice

Past performance is not indicative of future performance.

Hypothetical and backtested results have inherent limitations. Live results can differ materially because of:

  • Slippage
  • Spread
  • Liquidity
  • Execution speed
  • Broker differences
  • Commission
  • Swap
  • Infrastructure conditions
  • Market gaps
  • Account size
  • Leverage
  • Volatility
  • Strategy changes
  • Risk settings
Limited Capacity

Ready to Explore Ortus?

Access to certain systematic strategies is deliberately limited. Submit an application to determine whether an Ortus systematic trading program may be available for your account.

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Our Intelligence.
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