25 — Performance & Attribution

Drawdown Analysis#

Peak-to-Trough✓ Mathematical
◆ The PatternPeak-to-trough losses and recovery time

Maximum drawdown (MDD) is the largest peak-to-trough decline in portfolio equity. It measures the worst pain an investor endures.

MDD = maxt [ (Peakt − Trought) / Peakt ]
Recovery time — how long to regain the prior peak — matters as much as depth. A 50 % drawdown requires a 100 % gain to recover. The underwater curve plots drawdown depth over time.
// Interactive — volatility and underwater equity curve
Volatility
DrawdownRequired Gain
10 %11.1 %
25 %33.3 %
50 %100 %
75 %300 %
Behavioral impact. Drawdowns are the #1 reason investors abandon strategies — even profitable ones.
Pattern bridge: Psychological aspects of drawdowns appear in Market Psychology.
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