Trade Performance and Sizing Metrics

Trade performance and sizing metrics help traders connect position size, trade outcomes, and risk limits. They do not predict the next trade; they help evaluate whether a strategy is being sized and reviewed consistently.

Use this section when the practical question is how much exposure to take, how often trades win, how large wins and losses are, and whether the results support the stated trading process.

Metrics In This Section

What To Check

• the sample period and number of trades
• whether fees, slippage, borrow costs, and financing are included
• whether open trades are excluded or marked consistently
• whether wins and losses are measured in dollars, percentage return, or risk units
• whether position size changed during the sample
• whether a few outsized trades dominate the result

Official Sources

• FINRA: Understanding Risk
• Investor.gov: Assessing Your Risk Tolerance
• FINRA: Order Types

Related Terms

• Position: Open exposure that must be sized and reviewed.
• Cut Losses: Exit discipline that affects realized loss size.
• Profit Taking: Exit discipline that affects realized gain size.
• Risk-Adjusted Return: Broader performance concept that adjusts results for risk.

In this section

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