Berkshire Hathaway Inc (BRK-B) Daily/Weekly Backtest Results

Signal:                
                   
              [ What are these? | Switch to BRK-B's monthly backtests ]
Fixed profit target:               -or-  
Show signal scores:       Scores:           Market sector score:       [ What are these scores? ]
Expectancy: 7.89%.   Win rate: 94.74%.   Sharpe Ratio: -2.75.   Maximum drawdown: -26.09% on 23 March 2020.
Mean CAGR: 82.16%. Time in market: 2084 days.   Hypothetical return: $1000 would be worth $2631.56 on 15 July 2024.
Key: change_history : profitable trade change_history : breakeven trade (minimal loss after 2 years) change_history : losing trade (not profitable in a 2 year timeframe)


*Transaction costs, taxes and dividends are excluded from these calculations. Past performance may not necessarily be a reliable guide to future performance.

Calculations for Berkshire Hathaway

Expectancy is the percentage profit or loss you would expect to make on the next purchase of this stock with an entry point at the specified signal and profit target as set above. Given a large enough sample size, a positive expectancy indicates the trading strategy is likely to be profitable.

Expectancy calculation for 19 signal(s) occurring before 08 July 2024 for a 7.5% profit target: (94.74% * 8.15%) + (5.26% * 3.30%) - (0% * 0%) = 7.89%.
Wins: 18 Breakevens: 1 Losses: 0

To even out CAGR calculations, large individual returns from particularly quick trades have been capped at 300%.

The Sharpe Ratio calculation assumes a risk free return rate of 2% per calendar year. Ideally the ratio should be a positive number. A higher positive number indicates the strategy has a more attractive risk adjusted rate of return for this particular buy signal and stock over the chart's timeframe.

Berkshire Hathaway Analysis

Market sector: Financials.

External links: Seeking Alpha Research, Zacks Research.

These links may show useful information about why a stock's price has fallen significantly.

 

50 day low Backtest Summary (Fixed Profits System)

This table summarises how profitable it would have been to have bought this stock at each 50 day low entry signal. Hover over the icons to see more details of the particular trade, including the maximum percentage drawdown and how long it took to reach the desired percentage profit.

Key:   disabled_by_default = profit point not achieved. select_check_box = profit point achieved with CAGR above 15%.
select_check_box = profit point achieved with CAGR of between 5% and 15%. select_check_box = profit point achieved but CAGR was less than 5%.

Signal Date, Score and Sector Score Buy Signal Price Performance (mouseover for details)
5% 6% 7.5% 10% 20%
05 May 2026   smart_toyLOW (35)    account_balanceLOW   50 Day Low $ 467.02 schedule schedule schedule schedule schedule
27 March 2026   smart_toyLOW (62)    account_balanceLOW   50 Day Low $ 471.34 select_check_box electric_bolt select_check_box electric_bolt schedule schedule schedule
21 January 2026   smart_toyLOW (57)    account_balanceLOW   50 Day Low $ 483.92 schedule schedule schedule schedule schedule
29 October 2025   smart_toyLOW (60)    account_balanceLOW   50 Day Low $ 476.54 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt schedule schedule
05 August 2025   smart_toyLOW (49)    account_balanceLOW   50 Day Low $ 462.40 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt schedule
03 July 2025   smart_toyLOW (56)    account_balanceLOW   50 Day Low $ 482.94 select_check_box select_check_box select_check_box select_check_box select_check_box
13 January 2025   smart_toyLOW (46)    account_balanceLOW   50 Day Low $ 442.98 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
04 November 2024   smart_toyLOW (59)     50 Day Low $ 446.33 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt
01 May 2024   smart_toyLOW (44)     50 Day Low $ 397.60 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
03 October 2023   smart_toyLOW (42)     50 Day Low $ 345.22 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
15 March 2023   smart_toyLOW (68)     50 Day Low $ 298.95 select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt
22 September 2022   smart_toyMEDIUM (87)     sirenFIRE SALE 50 Day Low $ 269.77 select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt
10 June 2022   smart_toyLOW (69)     50 Day Low $ 293.90 select_check_box select_check_box select_check_box select_check_box select_check_box
09 May 2022   smart_toyLOW (77)     sirenFIRE SALE 50 Day Low $ 314.16 select_check_box select_check_box select_check_box select_check_box select_check_box
19 July 2021   smart_toyLOW (60)     50 Day Low $ 273.44 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box select_check_box electric_bolt select_check_box electric_bolt
28 October 2020   smart_toyLOW (70)     50 Day Low $ 201.69 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_bolt
24 February 2020   smart_toyLOW (69)     50 Day Low $ 221.50 select_check_box select_check_box select_check_box select_check_box select_check_box
12 August 2019   smart_toyLOW (74)     50 Day Low $ 197.40 select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box
29 May 2019   smart_toyLOW (76)     50 Day Low $ 198.74 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box
18 December 2018   smart_toyHIGH (90)     sirenFIRE SALE 50 Day Low $ 198.08 select_check_box electric_bolt select_check_box select_check_box select_check_box select_check_box
23 October 2018   smart_toyLOW (54)     50 Day Low $ 203.55 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box select_check_box
05 June 2018   smart_toyLOW (37)     50 Day Low $ 191.07 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box
01 May 2018   smart_toyLOW (39)     50 Day Low $ 194.44 select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box
23 March 2018   smart_toyLOW (49)     50 Day Low $ 195.23 select_check_box select_check_box select_check_box select_check_box select_check_box
11 May 2017   smart_toyLOW (63)     50 Day Low $ 163.42 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
04 October 2016   smart_toyLOW (58)     50 Day Low $ 143.46 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt
24 June 2016   smart_toyLOW (70)     50 Day Low $ 140.22 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt

 

The data for Berkshire Hathaway Inc (exchange: XNYS symbol: BRK-B) was last updated 16 Jul 2026 03:30. Data for this stock is available from 01 Dec 2015 - 15 Jul 2026.