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Does anything beat buy & hold on Ally?

Every setup we tested on Ally — ranked out-of-sample, corrected for multiple testing, and forward-tracked in public from the day this page published. The honest answer is the headline.

MIXED

Beat buy-and-hold in both windows — but can't be told apart from selection luck.

Beat buy-and-hold in both the full window and out-of-sample but its OOS Sharpe 1.14 did not clear the 1.88 selection hurdle (best-of-N luck cannot be ruled out). Buy-and-hold benchmark: +7.1% CAGR over 12.4 years (+18.0% CAGR in the out-of-sample window).

Educational research from historical backtests — not investment advice. Past performance does not predict future results.

ALLY: The Best Setup Beat Buy-and-Hold — and Still Might Be Luck

Ally lands in the awkward middle of our results. Of 713 indicator setups tested on ALLY, the strongest — Ichimoku (fast) on the daily timeframe — beat buy-and-hold in both the training and out-of-sample windows, adding +11.3% annual alpha against a buy-and-hold baseline of +7.1%. For an individual stock, that matters less than it sounds. Single names run on earnings surprises, management turnover, and idiosyncratic shocks that no historical pattern is obliged to survive. A setup that worked here worked on one company's history, once — and the companies whose histories ended badly aren't in anyone's backtest.

The honest read: the out-of-sample Sharpe of 1.14 came from 138 trades over 3.7 years, with a 44.9% win rate and a -47.6% maximum drawdown — a genuinely profitable record. But when you pick the best of 713 attempts, the winner is expected to look good by chance alone. Our selection hurdle for this asset is 1.88, and this setup did not clear it, so we cannot distinguish it from the luckiest of hundreds of tries. Only 3.7% of setups beat buy-and-hold at all. Regimes shift, and past performance predicts nothing about what comes next.

Every figure above is computed from our own backtests — nothing is estimated or invented. Hypothetical results; not investment advice.

The rules

Top setups as mechanical rules

Exactly as the backtest defined them — no discretionary steps, no hidden filters.

#1 · Trend · Daily

Ichimoku (fast)

Mechanical rule (exactly as backtested): Variant — fast Ichimoku conversion/base (6/13); long while conversion leads. Signals are evaluated at daily-bar close, the position changes on the NEXT bar, 0.08% cost per side, long/flat only — no leverage, no shorting.

+144.5%
Total return
0.42
Sharpe
-47.6%
Max DD
44.9%
Win rate
138
Trades
+0.3%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 1.14 · alpha +11.3% · 35 trades over 3.7 yrs.

#2 · Mean Reversion · Weekly

MA Envelope

Mechanical rule (exactly as backtested): Percent envelope around an EMA — buy the dip below the lower band, exit back at the mean. Signals are evaluated at weekly-bar close, the position changes on the NEXT bar, 0.08% cost per side, long/flat only — no leverage, no shorting.

+144.2%
Total return
0.39
Sharpe
-59.0%
Max DD
73.3%
Win rate
30
Trades
+0.2%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 1.03 · alpha +8.2% · 11 trades over 3.8 yrs.

#3 · Trend · Daily

Predictive Ranges

Mechanical rule (exactly as backtested): ATR-stepped adaptive average + range bands — long while price holds above a rising predictive average. Signals are evaluated at daily-bar close, the position changes on the NEXT bar, 0.08% cost per side, long/flat only — no leverage, no shorting.

+31.5%
Total return
0.22
Sharpe
-60.4%
Max DD
29.3%
Win rate
133
Trades
-4.9%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 1.02 · alpha +9.8% · 29 trades over 3.7 yrs.

Forward test

Since publication — including if it loses

0.0%
the published setup, since 2026-07-02 (0 market days)
0.0%
buy & hold, same window

The forward record is just getting started — the gap between the two is the honest score. Marked to market nightly from real prices, rules frozen at publication, as of 2026-07-02. Currently FLAT.

How this verdict was computed (mode: out-of-sample)

We tested 713 setups (indicator × parameters × timeframe) on Ally. Only setups with ≥30 trades qualify (519 did). Setups are ranked by out-of-sample Sharpe — the last ~30% of history, which standard-parameter rules never saw during selection. Because picking the best of 713 tries mines even the holdout, the VALIDATED verdict additionally requires the top setup’s OOS Sharpe to clear a selection hurdle of 1.88 (√(2 ln N)/√T) AND positive alpha in both windows. Of the eligible setups, 3.7% had positive out-of-sample alpha (median OOS Sharpe 0.17) — the table below is truncated, but this summary covers all of them. Full recipe: methodology · the engine’s contract lives in the repo as STRATEGY_METHODOLOGY.md.

Ranked table

Top 20 of 519 eligible setups

Ranked by out-of-sample Sharpe. Full + out-of-sample columns, costs included. Hypothetical.

#SetupTFTotal retSharpeMax DDWinTradesα vs B&HOOS SharpeOOS αOOS trades
1Ichimoku (fast)Daily+144.5%0.42-47.6%44.9%138+0.3%1.14+11.3%35
2MA EnvelopeWeekly+144.2%0.39-59.0%73.3%30+0.2%1.03+8.2%11
3Predictive RangesDaily+31.5%0.22-60.4%29.3%133-4.9%1.02+9.8%29
4SMC: Liquidity SweepDaily+101.2%0.34-59.6%72.7%44-1.3%0.99+9.8%18
5Connors RSIWeekly+176.3%0.43-53.4%81.2%32+1.3%0.94+3.4%11
6MomentumDaily-5.7%0.11-68.6%42.6%216-7.6%0.92+5.3%52
7ROC (10)Daily-5.7%0.11-68.6%42.6%216-7.6%0.92+5.3%52
8Momentum (10)Daily-5.7%0.11-68.6%42.6%216-7.6%0.92+5.3%52
9Heikin-Ashi TrendDaily+0.6%0.12-63.0%46.1%618-7.1%0.9+2.9%191
10Zero-Lag LSMADaily+22.0%0.2-74.0%50.2%219-5.5%0.9+2.8%51
11ZLEMA 30 TrendDaily+12.5%0.15-67.7%47.7%264-6.2%0.88+1.0%64
12Connors RSI-2Weekly+131.0%0.38-59.0%71.0%31-0.3%0.85+0.1%10
13Murrey Math LinesDaily+58.1%0.27-60.2%73.5%34-3.4%0.83+0.9%11
14QQEDaily+188.1%0.42-64.2%39.5%177+1.8%0.8+7.8%51
15Keltner Mean-ReversionDaily+33.1%0.22-60.2%74.3%35-4.8%0.79-4.4%12
16Rate of ChangeDaily+17.1%0.17-59.4%44.2%217-5.9%0.78+0.8%58
17Chande Momentum Osc.Daily-17.1%0.06-68.1%42.0%224-8.6%0.77+0.7%61
18T3 (Tillson)Daily-8.7%0.09-71.4%43.7%245-7.9%0.77-0.6%62
19DeMarkerDaily+125.1%0.38-60.9%74.4%43-0.4%0.76-1.2%18
20Ehlers ReflexDaily+40.7%0.23-65.4%47.7%109-4.3%0.75+0.1%31

Hypothetical backtests with 0.08%/side costs. Not investment advice — see the full disclaimer.

Read this before acting on anything

These are historical backtests of mechanical rules. They are educational research, not investment advice, not a recommendation, and not tailored to you. Educational information only — not investment advice. Hypothetical backtested results; past performance does not guarantee future results. Trading involves risk of loss.

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