No hype · survivorship-free · net of costs

The truth about a strategy, not a rosy backtest.

S&P 500 strategies validated free of survivorship bias, net of costs, with a statistical verdict. And we also publish what doesn't work.

Survivorship-freeNet of costsWith a verdictAcademic backing (JFE)

The problem

Almost every backtest lies.

They ignore companies that went bankrupt or left the index (survivorship bias) and show returns that never existed.

They don't subtract costs: over short horizons, fees eat the supposed edge.

They overfit: they try a thousand variants and publish the one that won by chance.

Without survivorship-free data, net-of-cost returns and statistical power, a backtest proves nothing.

What we do differently

Survivorship-free

We test on the point-in-time S&P 500, including companies that were removed or went bankrupt.

Net of costs

Every rebalance subtracts real costs. If the edge doesn't survive costs, we say so.

With a verdict

Date-clustered bootstrap, PSR and % of positive years decide whether it beats chance. PASS or FAIL.

Flagship

Núcleo S&P 500

Each month it selects ~25 S&P 500 stocks with a favorable positioning profile (lightly shorted). Long-only, no leverage. Backed by Boehmer-Huszár-Jordan (2010, JFE).

+24.5%
Backtest CAGR
1.80
Sharpe
+8.3%
vs S&P 500

Backtest figures (survivorship-free simulation, net of costs). Not real trading.

The product

Compare, see the curve, judge for yourself.

Choose how much you'd invest and with what parameters: each strategy is ranked by return, with its equity curve. All survivorship-free.

How it works

1

You choose

Investment and period in the comparator.

2

You see the verdict

Net return, Sharpe, max drawdown and curve — survivorship-free.

3

You follow the forward

Winners run live (paper) to see whether the edge holds.

We also tell you what doesn't work

We tested news sentiment, intraday, GDELT and small-caps. They came out null. Instead of hiding it, we publish it with the numbers.

Read the honest experiments

Why it's credible

We don't promise to make you rich: the edge is real but modest (Sharpe ~1 long-only). It's backed by the literature, not by our marketing.

Boehmer, Huszár & Jordan (2010, JFE): lightly shorted stocks earn ~1% monthly alpha.

Rapach, Ringgenberg & Zhou (2016, JFE): short interest, “the strongest known predictor”.

Frequently asked questions

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