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CombinedActive
Analyst Upgrade Momentum
Buy on major analyst upgrades from top firms. Academic research shows price drifts continue post-upgrade.
Total Return
+178.30%
Since inception
CAGR
+17.20%
Compound annual growth
Sharpe Ratio
1.18
Risk-adjusted return
Max Drawdown
-22.40%
Largest peak-to-trough
Sortino
0.00
Beta
1.02
Alpha
+5.80%
Win Rate
56%
Profit Factor
1.52
Total Trades
268
Equity Curve
Strategy performance vs S&P 500 benchmark
Monthly Returns
Performance breakdown by month
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.2% | - | - | - | - | - | - | - | - | - | - | - | +7.2% |
| 2025 | +4.6% | +7.5% | -0.1% | -4.1% | +3.5% | +5.0% | -2.5% | +4.9% | +4.6% | +4.2% | +5.2% | +4.7% | +43.7% |
| 2024 | -5.3% | +6.9% | +8.4% | -0.6% | -6.0% | +3.0% | +3.4% | +2.7% | +4.1% | -1.0% | -3.6% | +3.6% | +15.4% |
Legend:
>10%
2–10%
0–2%
0 to -2%
-2 to -10%
<-10%
Strategy Logic
How this strategy works
Entry Rules
- • Upgrade from Top 10 rated analyst
- • Upgrade is at least 2 notches (e.g., Sell to Buy)
- • Price target increase >20%
Exit Rules
- • Exit after 30 trading days
- • Exit on downgrade from any analyst
- • Take profit at +15%
Position Sizing
Equal weight, max 25 positions
Disclaimer: Past performance is not indicative of future results. This strategy is backtested using historical data and may not reflect actual trading results. All information is for educational purposes only and should not be considered financial advice. Trading involves risk of loss.