← all research
STUDY

"P3 Edge Hunt - Multi-Asset Trend Portfolio (28 ETFs, dual 200/60)"

2026-08-23

Equal-weight mean of 28 single-asset trend sleeves; 5bps/side fees; one-bar-lag positions on close-to-close returns.

  variant  total  cagr   vol  sharpe  maxdd   cal   val

combined 1x 1.174 0.042 0.066 0.659 -0.123 0.352 0.608 vt10 1.668 0.054 0.095 0.599 -0.192 0.401 0.904 crashgate 1.561 0.051 0.064 0.819 -0.081 0.494 0.714 SPY B&H 6.203 0.111 0.198 0.631 -0.539 0.901 2.790 EW basket B&H 4.558 0.096 0.153 0.675 -0.411 0.781 2.121

Year by year: combined 1x vs SPY

yearcombinedSPY
2007-2.1%-3.3%
2008-4.0%-36.2%
2009+10.6%+22.7%
2010+3.6%+13.1%
2011-2.4%+0.9%
2012+4.5%+14.2%
2013+9.5%+29.0%
2014+4.6%+14.6%
2015-3.9%+1.3%
2016+5.8%+13.6%
2017+9.3%+20.8%
2018-3.7%-5.2%
2019+6.8%+31.1%
2020+7.4%+17.2%
2021+10.6%+30.5%
2022-6.8%-18.6%
2023+3.4%+26.7%
2024+5.9%+25.6%
2025+10.5%+18.0%
2026+7.7%+12.7%

ALL DONE