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STUDY

"Panel Pooled Walk-Forward Validation"

2026-08-13

Generated: 2026-08-13 05:01

Pool: 500 names | split seed 20260812 (300/100/100) | 2006-08-14 -> 2026-08-12 | SIGN FLIPPED (pre-registered variant 2)

Per-fold results

FoldYearsTradesMean bp/daytpPFRet
2009-08-14 -> 2010-08-142009-20101309-11.5-1.748.20e-027.84-14.4%
2010-08-14 -> 2011-08-142010-20111033-9.7-1.531.27e-010.15-12.5%
2011-08-14 -> 2012-08-142011-20121256-11.6-1.974.87e-0210.95-8.3%
2012-08-14 -> 2013-08-142012-2013986-11.6-2.551.08e-027.29-7.1%
2013-08-14 -> 2014-08-142013-2014966-10.7-2.874.11e-030.09-8.2%
2014-08-14 -> 2015-08-142014-2015989-5.5-1.291.98e-010.09-4.6%
2015-08-14 -> 2016-08-142015-20161110-4.9-0.804.23e-014.31-4.9%
2016-08-14 -> 2017-08-142016-2017853-7.2-2.628.68e-031.53-4.3%
2017-08-14 -> 2018-08-142017-2018944-8.8-1.955.14e-022.04-5.7%
2018-08-14 -> 2019-08-142018-20191031-5.8-0.893.74e-0110.26-7.2%
2019-08-14 -> 2020-08-142019-20201230-11.9-1.052.93e-013.87-5.6%
2020-08-14 -> 2021-08-142020-20211123-13.5-2.726.60e-030.99-3.4%
2021-08-14 -> 2022-08-142021-20221159-0.8-0.109.19e-010.57-2.3%
2022-08-14 -> 2023-08-142022-20231113-3.9-0.585.60e-010.70-2.6%
2023-08-14 -> 2024-08-142023-2024928-9.7-1.905.80e-020.36-1.8%
2024-08-14 -> 2025-08-142024-20251131-8.1-1.301.92e-010.75-1.5%
2025-08-14 -> 2026-08-122025-20261201-8.7-1.886.05e-020.62-1.5%

Per-year vs SPY (net of costs)

YearPanelSPYExcess
2009-5.0%+13.0%-17.9%
2010-10.3%+13.7%-24.0%
2011+0.0%+2.4%-2.4%
2012+0.0%+13.5%-13.5%
2013+0.0%+26.6%-26.6%
2014+0.0%+11.3%-11.3%
2015+0.0%+0.4%-0.4%
2016+0.0%+10.1%-10.1%
2017+0.0%+18.0%-18.0%
2018+0.0%-5.1%+5.1%
2019+0.0%+26.1%-26.1%
2020+0.0%+20.7%-20.7%
2021+0.0%+24.8%-24.8%
2022+0.0%-18.7%+18.7%
2023+0.0%+22.6%-22.6%
2024+0.0%+21.7%-21.7%
2025+0.0%+17.0%-17.0%
2026+0.0%+12.8%-12.8%

Verdict (pre-committed gates)

DEPLOY: NO