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Does anything beat buy & hold on 3x Small Cap Bull?

Every setup we tested on 3x Small Cap Bull — 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 1.1 did not clear the 1.58 selection hurdle (best-of-N luck cannot be ruled out). Buy-and-hold benchmark: +16.7% CAGR over 17.6 years (-6.2% CAGR in the out-of-sample window).

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

3x Small Cap Bull (TNA): Connors RSI Beat the Index, But Couldn't Beat the Odds

Broad index funds like 3x Small Cap Bull are diversified by construction, which makes them stubbornly hard to beat — most of what looks like edge in a backtest is just the market's own return, rearranged. Here the picture is genuinely mixed. Out of 732 indicator configurations we tested on TNA, the strongest was Connors RSI on the daily timeframe. It outperformed buy-and-hold in both the training and out-of-sample windows, with a profitable trade profile across 215 out-of-sample trades. That is more than most setups on this asset manage, and less than what we would call validated.

Read the figures with the selection problem in mind. An out-of-sample Sharpe of 1.1 sounds fine until you remember it was chosen as the best of hundreds of attempts; our hurdle of 1.58 exists precisely to discount that luck, and this setup did not clear it. The out-of-sample alpha of +49.3% over 5.3 years, a 64.7% win rate, and a -90.3% drawdown describe one historical path, nothing more. Only 18.7% of setups beat buy-and-hold at all here, while buy-and-hold itself compounded at +16.7%. Market regimes shift; past performance carries no promise about future results.

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

The rules

The setups that ranked, and what they are

Fully mechanical — no discretionary steps, no hidden filters. We name the indicator and publish its record; we keep the settings.

#1 · Oscillator · Daily

Connors RSI

What it is: An oscillator rule: it reads a bounded momentum gauge and takes exposure when it turns from an extreme. Long/flat only — no leverage, no shorting. The parameters we tested are not published.

How it was tested: signals evaluated at daily-bar close, the position changes on the NEXT bar, 0.08% cost per side. Same engine, same cost model, same out-of-sample split as every other number on this site.

>+999%
Total return
0.67
Sharpe
-90.3%
Max DD
64.7%
Win rate
215
Trades
+4.7%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 1.1 · alpha +49.3% · 71 trades over 5.3 yrs.

#2 · Oscillator · Daily

Connors RSI-2

What it is: A mean-reversion rule: it fades stretched moves and exits as price reverts toward its average. Long/flat only — no leverage, no shorting. The parameters we tested are not published.

How it was tested: signals evaluated at daily-bar close, the position changes on the NEXT bar, 0.08% cost per side. Same engine, same cost model, same out-of-sample split as every other number on this site.

+483.7%
Total return
0.46
Sharpe
-87.9%
Max DD
66.5%
Win rate
197
Trades
-6.1%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.85 · alpha +34.8% · 68 trades over 5.3 yrs.

#3 · Volatility · Daily

Chaikin Volatility

What it is: A breakout rule: it waits for price to clear a prior range and rides the expansion until it fails. Long/flat only — no leverage, no shorting. The parameters we tested are not published.

How it was tested: signals evaluated at daily-bar close, the position changes on the NEXT bar, 0.08% cost per side. Same engine, same cost model, same out-of-sample split as every other number on this site.

+197.1%
Total return
0.36
Sharpe
-72.5%
Max DD
48.0%
Win rate
306
Trades
-10.3%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.77 · alpha +26.0% · 78 trades over 5.3 yrs.

Forward test

Since publication — including if it loses

-1.17%
the published setup, since 2026-07-02 (47 market days)
-9.25%
buy & hold, same window

The setup is ahead so far — over a window this short that is mostly noise. Marked to market nightly from real prices, rules frozen at publication, as of 2026-09-09. Currently LONG.

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

We tested 732 setups (indicator × parameters × timeframe) on 3x Small Cap Bull. Only setups with ≥30 trades qualify (578 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 732 tries mines even the holdout, the VALIDATED verdict additionally requires the top setup’s OOS Sharpe to clear a selection hurdle of 1.58 (√(2 ln N)/√T) AND positive alpha in both windows. Of the eligible setups, 18.7% had positive out-of-sample alpha (median OOS Sharpe -0.14) — the table below is truncated, but this summary covers all of them. How we test: methodology. The scoring contract is published in full; the parameters of each individual setup are not.

Ranked table

Top 20 of 578 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
1Connors RSIDaily>+999%0.67-90.3%64.7%215+4.7%1.1+49.3%71
2Connors RSI-2Daily+483.7%0.46-87.9%66.5%197-6.1%0.85+34.8%68
3Chaikin VolatilityDaily+197.1%0.36-72.5%48.0%306-10.3%0.77+26.0%78
4Fibonacci PivotsDaily+215.4%0.37-83.6%55.2%736-9.9%0.61+24.6%242
5Stochastic Momentum IndexDaily+497.8%0.46-78.9%74.3%70-5.9%0.61+23.2%22
6MA EnvelopeDaily+790.1%0.5-88.1%70.4%196-3.4%0.6+25.6%74
7Pivot Points (Standard)Daily+348.2%0.42-83.7%55.7%697-7.7%0.56+22.4%232
8Keltner Mean-ReversionDaily+290.0%0.4-82.8%75.0%56-8.6%0.54+20.1%19
9Demand IndexWeekly+503.5%0.46-80.1%77.1%48-6.4%0.49+17.1%15
10Stochastic Fast (5,3)Weekly+129.7%0.32-73.5%50.8%118-12.3%0.48+16.7%33
11Intraday Momentum IndexDaily+386.9%0.44-86.4%71.7%46-7.2%0.47+17.6%16
12Connors RSIWeekly+118.1%0.33-81.9%66.7%42-12.6%0.47+15.4%16
13Connors RSI-2Weekly+553.4%0.47-80.5%70.0%40-6.0%0.47+15.1%15
14WaveTrend (8/6/4)Daily+311.7%0.42-83.3%72.7%66-8.3%0.46+17.4%21
15Bollinger Mean-ReversionDaily+219.0%0.38-83.1%76.2%80-9.8%0.46+16.9%24
16Fibonacci BandsDaily+219.0%0.38-83.1%76.2%80-9.8%0.46+16.9%24
17Fisher Center-of-GravityDaily+60.5%0.26-64.8%54.2%454-13.9%0.45+16.5%141
18Williams %RDaily>+999%0.53-81.2%70.5%122-1.8%0.44+16.4%36
19Order-Flow ReversionDaily+176.4%0.36-83.9%73.7%76-10.7%0.43+15.7%24
20StochasticDaily+221.8%0.38-83.5%71.1%83-9.8%0.42+15.5%24

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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