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Does anything beat buy & hold on Health Care (XLV)?

Every setup we tested on Health Care (XLV) — 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 trailed buy-and-hold out-of-sample. Buy-and-hold benchmark: +8.4% CAGR over 27.4 years (+9.0% CAGR in the out-of-sample window).

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

Health Care: Nothing Beat Buy-and-Hold, and That Is the Honest Answer

Broad, diversified instruments like Health Care are where indicator strategies go to disappoint. We ran 752 setups against XLV, and none cleared the bar once scored honestly — on data the strategy never saw. The best of the batch, DEMA 20/50 Cross on the daily timeframe, posted an out-of-sample Sharpe of 0.93, short of the 1.27 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 +8.4% annualized return as the number nothing here managed to beat.

Read these figures with the selection problem in mind. Test 752 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 0.1% of setups outperformed buy-and-hold even in-sample, and the top candidate produced -0.2% annual alpha over 8.2 unseen years, across 121 trades with a 42.1% win rate and a -40.6% 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 · Trend · Daily

DEMA 20/50 Cross

Mechanical rule (exactly as backtested): Double-EMA cross — less lag than a standard EMA cross. 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.

+137.4%
Total return
0.35
Sharpe
-40.6%
Max DD
42.1%
Win rate
121
Trades
-5.2%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.93 · alpha -0.2% · 32 trades over 8.2 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.

+243.7%
Total return
0.45
Sharpe
-27.8%
Max DD
65.1%
Win rate
43
Trades
-3.7%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.89 · alpha -0.6% · 16 trades over 8.3 yrs.

#3 · Oscillator · Weekly

Relative Vigor Index

Mechanical rule (exactly as backtested): Long while the Relative Vigor Index 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.

+221.5%
Total return
0.44
Sharpe
-28.4%
Max DD
56.5%
Win rate
108
Trades
-3.9%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.76 · alpha -1.0% · 32 trades over 8.3 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 752 setups (indicator × parameters × timeframe) on Health Care (XLV). Only setups with ≥30 trades qualify (674 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 752 tries mines even the holdout, the VALIDATED verdict additionally requires the top setup’s OOS Sharpe to clear a selection hurdle of 1.27 (√(2 ln N)/√T) AND positive alpha in both windows. Of the eligible setups, 0.1% had positive out-of-sample alpha (median OOS Sharpe 0.11) — 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 674 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
1DEMA 20/50 CrossDaily+137.4%0.35-40.6%42.1%121-5.2%0.93-0.2%32
2MA EnvelopeWeekly+243.7%0.45-27.8%65.1%43-3.7%0.89-0.6%16
3Relative Vigor IndexWeekly+221.5%0.44-28.4%56.5%108-3.9%0.76-1.0%32
4VWAP BandsDaily+140.2%0.35-30.3%75.9%108-5.1%0.74-1.5%39
5HMA 9/21 CrossWeekly+276.0%0.51-24.6%62.6%91-3.3%0.72-1.7%23
6Projection BandsWeekly+185.3%0.41-26.4%65.9%41-4.4%0.71-1.8%15
7Demand IndexWeekly+251.8%0.41-34.3%66.2%65-3.6%0.7+0.3%25
8Williams %RWeekly+196.1%0.42-24.0%83.8%37-4.2%0.69-2.3%15
9Holy Grail ConfluenceDaily+213.8%0.42-25.3%85.0%40-4.1%0.66-1.5%17
10Markov Regime (Confirmed)Daily+53.0%0.38-20.5%62.1%58-6.8%0.65-6.6%23
11Connors RSIWeekly+267.5%0.48-28.4%70.3%64-3.4%0.64-2.6%21
12Zero-Lag LSMAWeekly+379.4%0.61-19.7%57.8%102-2.4%0.62-2.9%35
13Connors RSI-2Weekly+167.3%0.39-30.3%70.7%58-4.6%0.61-3.3%18
14Ulcer IndexDaily+67.3%0.26-36.0%43.4%189-6.5%0.6-4.2%51
15ROC (20)Daily+62.5%0.21-39.9%43.8%349-6.6%0.59-3.3%92
16Momentum (20)Daily+62.5%0.21-39.9%43.8%349-6.6%0.59-3.3%92
17Parabolic SARDaily+166.0%0.36-27.6%47.9%326-4.8%0.58-2.9%99
18Ehlers Relative VigorWeekly+135.3%0.34-29.9%61.9%118-5.1%0.58-3.2%35
19Stochastic RSIWeekly+274.9%0.52-22.8%72.1%43-3.3%0.58-4.0%13
20Bullish EngulfingWeekly+153.0%0.47-18.1%74.5%51-4.8%0.58-5.0%12

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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