Overall Statistics
Total Trades
364
Average Win
0.17%
Average Loss
-0.08%
Compounding Annual Return
8.181%
Drawdown
44.200%
Expectancy
1.499
Net Profit
148.815%
Sharpe Ratio
0.616
Loss Rate
20%
Win Rate
80%
Profit-Loss Ratio
2.11
Alpha
0.086
Beta
0.057
Annual Standard Deviation
0.141
Annual Variance
0.02
Information Ratio
0.478
Tracking Error
0.141
Treynor Ratio
1.514
Total Fees
$367.06
class BasicTemplateAlgorithm(QCAlgorithm):
    target_portfolio = {'SPY': 0.6, 'TLT': 0.2, 'VTI': 0.2}

    def Initialize(self):
        self.SetStartDate(2007, 1, 1)  #Set Start Date
        self.SetEndDate(2018, 8, 1)    #Set End Date
        self.SetCash(100000)           #Set Strategy Cash
        
        for symbol in self.target_portfolio.keys():
            self.AddEquity(symbol, Resolution.Daily)
        self.Schedule.On(self.DateRules.MonthStart("SPY"), 
                         self.TimeRules.BeforeMarketClose("SPY", 45),
                         self.rebalance)
    
    def rebalance(self):
        for key, value in self.target_portfolio.items():
            self.SetHoldings(key, value)