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Does anything beat buy & hold on Essex Property Trust (ESS)?

Every setup we tested on Essex Property Trust (ESS) — 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.

NOTHING BEAT BUY-AND-HOLD

No setup beat simply holding once tested honestly. We say so plainly.

Its best setup only beat buy-and-hold in one window — a regime artifact, not a strategy. Buy-and-hold benchmark: +13.3% CAGR over 32.0 years (+7.0% CAGR in the out-of-sample window).

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

ESS: we tested 747 setups and none beat simply holding Essex Property Trust

For Essex Property Trust (ESS), we ran 747 indicator configurations against a plain buy-and-hold benchmark, and none of them earned the right to replace it. Individual stocks carry idiosyncratic risk — earnings surprises, guidance changes, sector rotation — that indicators built on price history cannot see coming. The best-looking setup, T3 100 Trend on the daily timeframe, ranked at the top in-sample but delivered an out-of-sample Sharpe of 0.68, short of our hurdle of 1.17. Buy-and-hold returned +13.3% annualized over the test period; the top strategies mostly captured pieces of that same move while adding trading friction.

How to read this honestly: when you test 747 setups and keep the best one, something will always look impressive by chance alone. That is why we require the survivor to clear 1.17 out of sample. T3 100 Trend managed 0.68, with out-of-sample alpha of +1.2% across 9.6 years and 91 trades, and only 2.4% of everything we tested beat the benchmark on unseen data — roughly what luck would produce. None of this predicts anything: the regime that generated these numbers can shift, and single stocks shift faster than most. Treat this page as a record of what failed under honest testing, not a forecast.

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

Failure exhibit

The least-bad setups — shown with their failure numbers

Nothing here earned a verdict — these are the best of a losing field, published so you can see exactly how "best" still failed.

#1 · Trend · Daily

T3 100 Trend

Mechanical rule (exactly as backtested): VARIANT — price above a rising T3(100). 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.

+519.8%
Total return
0.47
Sharpe
-47.5%
Max DD
46.2%
Win rate
91
Trades
-7.4%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.68 · alpha +1.2% · 18 trades over 9.6 yrs.

#2 · Momentum · Weekly

Price Momentum Oscillator

Mechanical rule (exactly as backtested): DecisionPoint PMO - a double-smoothed rate-of-change; long while PMO is above its signal line. 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.

+701.7%
Total return
0.49
Sharpe
-46.5%
Max DD
56.8%
Win rate
44
Trades
-6.6%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.67 · alpha +2.6% · 11 trades over 9.6 yrs.

#3 · Trend · Weekly

DEMA 10/30 Cross

Mechanical rule (exactly as backtested): MA variant — 10/30 double-EMA cross; long while 10 leads 30. 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.

>+999%
Total return
0.58
Sharpe
-46.4%
Max DD
53.1%
Win rate
49
Trades
-4.9%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.66 · alpha +3.2% · 13 trades over 9.6 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 LONG.

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

We tested 747 setups (indicator × parameters × timeframe) on Essex Property Trust (ESS). Only setups with ≥30 trades qualify (673 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 747 tries mines even the holdout, the VALIDATED verdict additionally requires the top setup’s OOS Sharpe to clear a selection hurdle of 1.17 (√(2 ln N)/√T) AND positive alpha in both windows. Of the eligible setups, 2.4% had positive out-of-sample alpha (median OOS Sharpe 0.06) — 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 673 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
1T3 100 TrendDaily+519.8%0.47-47.5%46.2%91-7.4%0.68+1.2%18
2Price Momentum OscillatorWeekly+701.7%0.49-46.5%56.8%44-6.6%0.67+2.6%11
3DEMA 10/30 CrossWeekly>+999%0.58-46.4%53.1%49-4.9%0.66+3.2%13
4TRIMA 30 TrendWeekly>+999%0.72-31.0%51.0%51-3.1%0.6+0.6%16
5DeMarkerDaily+228.5%0.29-61.8%76.3%97-9.5%0.59+1.4%32
6Detrended Price Osc.Weekly+490.4%0.4-42.3%55.1%214-7.6%0.58+3.0%64
7Morning StarWeekly+328.1%0.54-35.9%66.2%65-8.6%0.58-1.7%16
8Hull MA 100 TrendWeekly+441.5%0.44-46.3%56.3%71-7.9%0.56+0.5%15
9Stochastic RSIWeekly+381.3%0.43-36.7%66.0%47-8.2%0.520.0%15
10Volatility Regime (VIX-style)Weekly+755.8%0.6-17.2%66.7%45-6.3%0.52-0.2%10
11Relative Volume SpikeDaily+123.0%0.33-20.0%45.0%140-10.7%0.52-3.1%25
12SMC: Order BlockWeekly>+999%0.65-43.1%44.4%45-2.6%0.51+1.7%11
13Laguerre RSIWeekly+266.3%0.41-21.5%62.2%45-9.1%0.51+1.3%15
14Connors RSI-2Weekly+811.6%0.56-33.3%68.0%75-6.1%0.51+0.8%21
15TRIMA 200 TrendDaily>+999%0.54-44.2%33.7%89-5.4%0.51-0.7%21
16TRIXWeekly+765.1%0.5-47.7%59.5%42-6.3%0.5+0.5%12
17TRIMA 100 TrendDaily+774.6%0.52-53.5%45.0%120-6.3%0.5-0.9%20
18Camarilla PivotsWeekly+286.0%0.34-38.6%57.8%320-9.0%0.48+1.5%104
19Money Flow IndexDaily+433.3%0.39-41.5%65.6%32-7.9%0.47-0.2%10
20Pivot Points (Standard)Weekly+450.2%0.42-34.7%62.9%205-7.8%0.44+0.4%65

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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