Omega Ratio Pass Node

Omega Ratio — Series Input

StatisticalRisk-Adjusted ReturnPass

Overview

The Omega Ratio Pass Node computes the rolling Omega ratio — the probability-weighted ratio of gains above a threshold (τ) to losses below it. Unlike Sharpe, Omega uses the full return distribution without assuming normality.

An Omega ratio > 1 means gains above τ outweigh losses below it. It is particularly useful for evaluating strategies with skewed or fat-tailed return distributions.

Formula

Ω = Σ max(rᵢ − τ, 0) / Σ max(τ − rᵢ, 0)
τ = threshold (MAR — minimum acceptable return). Default τ = 0.
Ω > 1 = strategy generates more gain above τ than loss below τ. Returns null when denominator = 0 (no losses below τ).

Parameters

ParameterDefaultDescription
period20Rolling window in bars
threshold0τ — Minimum Acceptable Return (MAR). Returns above this are gains; below are losses.

Inputs & Outputs

SlotDirectionTypeDescription
inputInput{ values, timestamps }Returns series
valuesOutput(number | null)[]Omega ratio per bar; nulls during warm-up or when no losses below τ
timestampsOutputnumber[]Unix timestamps aligned to input

Use Cases

Non-Normal Return Analysis

Omega is ideal when returns are skewed or have fat tails — it does not assume a Gaussian distribution like Sharpe does.

Threshold-Based Evaluation

Set threshold to your hurdle rate (e.g. 0.001 = 0.1% daily) to measure how often the strategy clears that bar.

Strategy Comparison

Compare two strategies on the same Omega ratio — the one with higher Omega produces more gain relative to loss per threshold.

Tips & Best Practices

Omega > 1 Is Positive

Ω = 1 means gains exactly balance losses at threshold. Ω = 2 means double the gain magnitude above threshold vs below it.

Complement to Sharpe

Use Omega alongside Sharpe: a strategy with moderate Sharpe but high Omega has good gains relative to downside even if total volatility is moderate.

Null When All Returns Above τ

If all window returns exceed τ (denominator = 0), Omega is undefined. This is actually a good sign — handle null as infinitely good Omega.

Related Indicators