Trading term

What is Expectancy?

Expectancy is the average amount you can expect to win or lose per trade, given your win rate and the relative size of your wins and losses. It is the single number that says whether a strategy makes money.

The formula is straightforward: expectancy = (win rate × average win) − (loss rate × average loss). Expressed in R, a system that wins 40% of the time with +2R winners and −1R losers produces (0.40 × 2) − (0.60 × 1) = **+0.20R per trade**. Over a hundred trades that is +20R, whatever the account size.

The important consequence is that win rate alone tells you nothing. That 40% system is profitable, while a 70% system whose losses are four times its wins is not: (0.70 × 1) − (0.30 × 4) = −0.50R. Traders chasing a high win rate routinely build systems that lose money slowly, because the arithmetic that matters combines frequency and size.

Expectancy is also the number that makes position sizing rational. A known positive expectancy per trade turns 'how much should I risk?' into an optimisation question rather than a feeling — which is precisely what the Kelly criterion answers.

A losing majority that still makes money
100 trades · 40% win rate40 winners × +2R+80R60 losers × −1R60Rnet +20REXPECTANCY(0.40 × 2R) −(0.60 × 1R)+0.20Rper tradeA losing majority — and a profitable system.Win rate alone tells you nothing. Frequency and size together are what decide it.

40 winners at +2R against 60 losers at −1R: 80R of profit, 60R of loss, net +20R — or +0.20R per trade. Win rate alone would have told you nothing.

For example

Over 100 trades you win 40 and lose 60. The winners average +2R and the losers −1R, so gross profit is 80R against 60R of losses — a net of +20R, or +0.20R per trade. A losing majority, and a profitable system.

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Why it matters to you

Expectancy is the only honest answer to 'does this strategy work?'. It replaces the two misleading numbers traders actually watch — win rate and the last few results — with one figure that accounts for both frequency and size, and it is the input every sizing decision depends on.

A positive expectancy still loses money if it's too small

Expectancy is usually computed gross. Commissions, spread and slippage come out of it, and a system at +0.05R per trade can be comfortably negative after costs. Compute it from realised, after-cost results, and over enough trades that a handful of outliers aren't setting the average.

Frequently asked questions

What is expectancy in trading?

It's the average profit or loss you can expect per trade, calculated as (win rate × average win) − (loss rate × average loss). A positive expectancy means the strategy makes money over a large enough sample.

How do you calculate expectancy?

Multiply your win rate by your average win, then subtract your loss rate multiplied by your average loss. Winning 40% with +2R wins and −1R losses gives (0.4 × 2) − (0.6 × 1) = +0.20R per trade.

Can a strategy with a low win rate be profitable?

Yes, and many trend-following systems are exactly that. Winning 40% of the time is profitable if the winners are more than 1.5 times the size of the losers. Win rate on its own says nothing about profitability.

What's the difference between expectancy and profit factor?

Expectancy is an average per trade, so it tells you what one more trade is worth. Profit factor is the ratio of total gains to total losses across the whole record. Same data, one expressed per-trade and one as a ratio.

Related terms

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