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"Sizing Overlays on gate60"

2026-08-21

Window: 2022-12-02 .. 2026-07-31 | frozen decisions, weights known at decision time

VariantLongDaysRetSharpeMaxDDPF
baseline (full size)352+181.6%1.01-26.7%1.33
vol_target tv=0.45261+164.2%1.19-21.7%1.40
vol_target tv=0.6314+176.1%1.07-26.6%1.35
vol_target tv=0.75341+182.6%1.03-27.2%1.34
dd_throttle 10%251+98.9%0.89-17.5%1.30
dd_throttle 15%268+112.6%0.92-24.8%1.31
dd_throttle 20%282+118.8%0.91-23.2%1.30
combined tv=.60 + dd15%157+73.2%1.07-13.8%1.35

Per-year returns

Variant20222023202420252026
baseline (full size)+0.0%+26.9%+47.1%+50.8%+0.0%
vol_target tv=0.45+0.0%+27.4%+48.1%+40.0%+0.0%
vol_target tv=0.6+0.0%+26.6%+42.3%+53.2%+0.0%
vol_target tv=0.75+0.0%+26.9%+45.7%+52.9%+0.0%
dd_throttle 10%+0.0%+11.6%+36.4%+30.7%+0.0%
dd_throttle 15%+0.0%+20.6%+42.7%+23.5%+0.0%
dd_throttle 20%+0.0%+26.9%+38.5%+24.5%+0.0%
combined tv=.60 + dd15%+0.0%+13.2%+21.6%+25.8%+0.0%

Top variant by Sharpe: vol_target tv=0.45 (ret +164.2%, sharpe 1.19, maxDD -21.7%)