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Does anything beat buy & hold on iShares Bitcoin (IBIT)?

Every setup we tested on iShares Bitcoin (IBIT) — 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's out-of-sample profit factor (0.4) is below 1 — it lost money per trade on unseen data. Buy-and-hold benchmark: +11.0% CAGR over 2.4 years (-59.8% CAGR in the out-of-sample window).

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

iShares Bitcoin: Nothing Beat Buy-and-Hold, and That Is the Honest Answer

Broad, diversified instruments like iShares Bitcoin are where indicator strategies go to disappoint. We ran 421 setups against IBIT, and none cleared the bar once scored honestly — on data the strategy never saw. The best of the batch, Ehlers Relative Vigor on the daily timeframe, posted an out-of-sample Sharpe of 0.1, short of the 4.16 hurdle we require before calling anything real. For an index fund this is the expected result: whatever inefficiency exists in single names tends to average away in the basket, leaving buy-and-hold's +11.0% annualized return as the number nothing here managed to beat.

Read these figures with the selection problem in mind. Test 421 indicators, keep the best, and the winner looks impressive by construction — which is exactly why the hurdle exists instead of applause for a lucky draw. Here, only 100.0% of setups outperformed buy-and-hold even in-sample, and the top candidate produced +58.0% annual alpha over 0.7 unseen years, across 51 trades with a 47.1% win rate and a -30.1% drawdown. That pattern reads as noise, not signal. Markets also change, so even a genuine past edge can fade. This page documents what failed — useful to know before assuming something works.

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 · Momentum · Daily

Ehlers Relative Vigor

Mechanical rule (exactly as backtested): Ehlers' Relative Vigor Index (close-open vs range, smoothed) — long while above its signal. 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.

+96.4%
Total return
1.0
Sharpe
-30.1%
Max DD
47.1%
Win rate
51
Trades
+21.7%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.1 · alpha +58.0% · 14 trades over 0.7 yrs.

#2 · Trend · Daily

Least Squares MA

Mechanical rule (exactly as backtested): Long while price is above the Least Squares (linear-regression) Moving 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.

-2.1%
Total return
0.14
Sharpe
-43.0%
Max DD
49.0%
Win rate
49
Trades
-11.8%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.04 · alpha +56.3% · 11 trades over 0.7 yrs.

#3 · Trend · Daily

HMA 9/21 Cross

Mechanical rule (exactly as backtested): MA variant — Hull-MA fast cross; long while 9 leads 21. 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.

-9.5%
Total return
0.04
Sharpe
-34.3%
Max DD
42.1%
Win rate
38
Trades
-15.1%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.03 · alpha +56.2% · 11 trades over 0.7 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 LONG.

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

We tested 421 setups (indicator × parameters × timeframe) on iShares Bitcoin (IBIT). Only setups with ≥30 trades qualify (145 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 421 tries mines even the holdout, the VALIDATED verdict additionally requires the top setup’s OOS Sharpe to clear a selection hurdle of 4.16 (√(2 ln N)/√T) AND positive alpha in both windows. Of the eligible setups, 100.0% had positive out-of-sample alpha (median OOS Sharpe -0.83) — 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 145 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
1Ehlers Relative VigorDaily+96.4%1.0-30.1%47.1%51+21.7%0.1+58.0%14
2Least Squares MADaily-2.1%0.14-43.0%49.0%49-11.8%0.04+56.3%11
3HMA 9/21 CrossDaily-9.5%0.04-34.3%42.1%38-15.1%0.03+56.2%11
4Disparity IndexDaily+66.1%0.81-29.3%41.9%43+12.7%-0.04+55.8%11
5Pretty Good OscillatorDaily+36.0%0.56-29.3%41.9%43+2.8%-0.04+55.8%11
6Waddah Attar ExplosionDaily-7.0%-0.09-16.7%54.3%35-13.9%-0.08+56.0%12
7B-XtrenderDaily-17.8%-0.21-31.8%43.4%53-18.8%-0.08+55.2%16
8SMC: Fair Value GapDaily+33.1%0.53-35.1%46.5%43+1.7%-0.14+52.6%12
9Stoch RSI (fast)Daily+6.3%0.24-37.3%46.9%64-8.4%-0.15+51.8%17
10Relative Vigor IndexDaily+35.5%0.54-35.0%53.1%49+2.6%-0.26+47.7%13
11Ehlers Cyber CycleDaily+12.6%0.31-33.8%39.3%61-5.9%-0.31+45.8%16
12ROC (5)Daily+3.5%0.21-41.6%48.5%66-9.5%-0.32+47.5%20
13Q-StickDaily-4.9%0.09-39.3%41.9%62-13.0%-0.33+47.7%17
14KDJDaily-0.2%0.16-36.2%44.4%54-11.0%-0.33+46.6%14
15Derivative OscillatorDaily+15.2%0.36-22.2%55.3%38-4.9%-0.34+49.5%12
16Super Smoother (Ehlers)Daily+35.2%0.58-27.7%45.5%44+2.5%-0.38+48.9%12
17CMO (21)Daily+25.1%0.44-40.5%47.4%38-1.1%-0.4+48.4%16
18Accelerator OscillatorDaily-11.4%-0.0-37.2%37.1%35-15.9%-0.4+43.5%10
19Rate of ChangeDaily+86.9%0.96-35.3%44.7%38+19.0%-0.42+45.6%11
20EMA-10 TrendDaily+11.8%0.3-40.8%45.3%64-6.2%-0.46+46.0%16

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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