Methodology

Transparent
by Design.

Every strategy on SignalStrike is rules-based, backtestable, and auditable. Here's exactly how it works.

The Foundation

The Momentum Factor

One of the most well-documented anomalies in financial markets.

What Is Momentum?

Momentum is the empirical observation that stocks which have performed well over a recent period tend to continue performing well, and stocks that have performed poorly tend to continue underperforming. It's not a theory — it's a measured, repeatable pattern.

Jegadeesh and Titman first documented this effect in their landmark 1993 paper, showing that buying recent winners and selling recent losers generated significant excess returns over 3- to 12-month holding periods. Their findings have been replicated across decades, geographies, and asset classes.

Momentum is now recognized as one of the core factors in the Fama-French multi-factor model, alongside value, size, profitability, and investment. With 30+ years of academic research and institutional adoption behind it, momentum is not a niche strategy — it's a foundational building block of modern portfolio construction.

SignalStrike turns this academic foundation into a practical, configurable tool. You choose the parameters. You run the backtests. You see exactly how the algorithm selects stocks.

Key Terms

Momentum

The tendency of assets with strong recent performance to continue outperforming over intermediate time horizons (typically 3-12 months).

Alpha

Excess return above a benchmark (e.g., S&P 500). Positive alpha means the strategy outperformed; negative means it underperformed.

Sharpe Ratio

Risk-adjusted return metric. Measures return per unit of volatility. Higher is better. Above 1.0 is generally considered strong.

Drawdown

The peak-to-trough decline during a specific period. Maximum drawdown is the worst such decline — the number that keeps investors up at night.

Rebalance

The periodic process of selling positions that no longer rank highly and buying new momentum leaders. SignalStrike rebalances monthly.

The Algorithm

How SignalStrike Calculates Momentum

A systematic, rules-based process applied to every stock, every day.

1

Screen the Universe

Every day, SignalStrike screens 3,000+ stocks across 20+ indices — S&P 500, Nasdaq 100, Russell 2000, sector ETFs, and more. Every stock in the universe is evaluated.

2

Score Momentum

Each stock receives a composite momentum score based on configurable lookback periods — 30-day, 60-day, 90-day, 6-month, or 12-month. You choose the period that fits your strategy.

3

Rank & Select

Stocks are ranked by momentum score and filtered through your selected parameters. The top performers are selected for your basket based on your chosen selection mode.

3 Selection Modes

  • Momentum + Market Cap
    Balances momentum strength with company size. Favors large, liquid names with strong momentum. The default for most baskets.
  • Pure Momentum
    Ranks purely by momentum score with no market cap adjustment. The purest expression of the momentum factor.
  • High Momentum + Growth
    Combines momentum ranking with revenue and earnings growth signals. Targets high-growth companies with price momentum confirmation.

Weighting Options

  • Momentum-Weighted
    Higher-ranked stocks receive proportionally larger allocations. Concentrates capital on the strongest signals.
  • Equal-Weight
    Every stock in the basket receives the same allocation. Maximizes diversification within the basket.
Risk Controls

Risk Management Parameters

Every basket includes configurable risk controls designed for all market conditions.

Volatility Adjustment

Sharpe-like scoring penalizes high-volatility momentum. A stock up 50% with extreme swings ranks lower than one up 40% with smooth returns. Rewards consistency, not just magnitude.

Market Cap Filter

Restrict baskets to mega-cap, large-cap, or mid-cap stocks. Controls liquidity risk and concentration in speculative names. Configurable per basket.

RSI Filter

Overbought protection. Screens out stocks with RSI above configurable thresholds (default: 70). Prevents buying into exhausted rallies at unsustainable levels.

MACD Filter

Trend confirmation via MACD crossover. Ensures momentum stocks also have positive trend direction, filtering out names in momentum reversal.

Sector & Industry Constraints

Cap exposure to any single sector or industry. Prevents momentum baskets from becoming concentrated bets on one corner of the market.

Regime-Responsive Tools

Bond flight, cash conversion, war scenario allocation, and short momentum — designed for bear markets, crises, and regime shifts. Adapt your strategy without rebuilding it.

Integrity

Backtesting Integrity

The same algorithm runs live and in backtests. No special sauce. No data snooping.

How Our Backtests Work

SignalStrike uses the exact same algorithm for backtesting and live trading. There is no separate "backtest engine" with different logic. The code that selects stocks for your portfolio today is the same code that runs through historical data.

Historical prices are sourced from Tiingo, using split-adjusted closing prices (adjClose). Rebalancing occurs monthly at the closing price on the rebalance date — no intraday optimization or look-ahead bias.

Every parameter you configure is applied identically in backtests and live mode: momentum period, selection mode, weighting, filters, and risk controls. You can run any backtest yourself and verify the results.

We believe transparency builds trust. If you can't reproduce our results, we haven't earned your confidence.

Important: Backtest Limitations

Survivorship Bias: Backtests use current index constituents only. Stocks that were delisted, went bankrupt, or were removed from indices during the backtest period are not included. This means backtest results may overstate historical returns, as the worst-performing stocks that left the index are excluded from the analysis.

No Dividend Reinvestment: Backtest returns reflect price appreciation only. Dividends are not reinvested in the backtest calculations. Actual returns with dividend reinvestment could differ.

Zero Transaction Costs: Backtests assume zero commissions, zero slippage, and zero market impact. Real-world trading incurs costs that reduce returns — especially for frequent rebalancing or less liquid positions.

Split-Adjusted, Not Dividend-Adjusted: Price data from Tiingo is split-adjusted but not dividend-adjusted. This means stock splits are accounted for, but dividend payments are not reflected in the price series.

Hypothetical Results: Backtested performance is hypothetical and does not represent actual trading. Past performance — whether backtested or live — is not indicative of future results. All investing involves risk, including the loss of principal.

Data

Data Sources

Transparent sourcing. No proprietary black boxes.

Source Data Provided
Tiingo Daily stock prices (adjClose, split-adjusted). Primary price data for all screening, backtesting, and momentum calculations.
Tiingo News API Financial news articles for NLP sentiment analysis. Feeds the news VADER sentiment component.
Finnhub Analyst consensus ratings and insider transaction data. Contributes to composite sentiment scoring.
StockTwits Crowd sentiment data from retail investor discussions. Social sentiment component of composite scoring.
SEC EDGAR Insider transaction filings (Form 4). Tracks when corporate insiders are buying or selling shares.
CNN Fear & Greed Market-wide sentiment index. Key input for market regime detection and risk-on/risk-off classification.

Primary price data is split-adjusted but not dividend-adjusted. See the Backtesting Integrity section for implications.

See It in Action

Run Your Own Backtest

See the methodology in action. Configure a basket, test it against real data, and review the results.