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Expectancy per trade

The average result of a single trade in R units, which is the cleanest statement of whether an edge exists.

Expectancy per trade = (win rate x average win in R) - (loss rate x average loss in R). With a 42% win rate, average win plus 1.9R and average loss minus 1.0R: (0.42 x 1.9) - (0.58 x 1.0) = 0.798 - 0.58 = plus 0.218R per trade.

Interpret it in dollars to keep perspective. At 0.8% risk per trade on a $40,000 account, 1R is $320, so plus 0.218R is about $70 per trade before costs. Subtract the slippage-budget and the real figure might be plus $52. That is what the edge is worth, and it is usually far less than beginners assume.

Expectancy is an average, not a promise. A plus 0.2R edge produces long stretches of negative results, and the sample needed to distinguish it from zero is in the hundreds of trades - see sample-size-for-edge. It also says nothing about the rate at which you can harvest it, which is expectancy-per-unit-time.

Related: expectancy, expectancy-per-unit-time, sample-size-for-edge, percent-return-vs-r

See it drawn

Original diagrams for the ideas on this page. Illustrative, not real market data.

The spread of outcomes behind an expectancyA histogram of forty trades: a tall block of small losses on the left, a low spread of larger wins on the right, and a line marking the average outcome.NUMBER OF TRADES051024 LOSSES, AVG −$20016 WINS, AVG +$600EXPECTANCY +$120−$400−$200$0+$200+$400+$600+$800PROFIT OR LOSS PER TRADEexpectancy = (40% × $600) − (60% × $200) = +$120 per trade
Expectancy: the average trade. Forty trades sorted by outcome: 24 small losses and 16 larger wins. Weighting each side by how often it happens gives the average result per trade, marked here by the dashed line at +$120.
The win rate needed to break evenA falling curve: the more a winning trade pays relative to the amount risked, the smaller the share of trades that must win to break even.BREAKEVEN WIN RATE0%20%40%60%80%1:11:21:31:41:5REWARD-TO-RISK RATIO1:1 needs 50%1:2 needs 33.3%1:3 needs 25%breakeven win rate = 1 ÷ (1 + reward-to-risk)above the curve, wins more than cover losses
The win rate needed to break even. How often a method must win just to stay level, for each reward-to-risk ratio. At 1:1 half the trades must win, at 1:2 a third, and at 1:3 a quarter, because each win covers more losses.

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