Performance

18 years.
Three independent beta estimators.
One result.

Comprehensive empirical validation of the BLT Engine across every major market regime from 2008 to 2025. All results on QuantConnect Institutional — identical parameters throughout.

Summary statistics

The headline numbers.

×0
Equity growth
$1 → $3.51
0/18
Profitable
years
+0%
Mean CAGR
crisis (5/5 isolated)
Mean P/L
ratio
0%
Transaction costs
/ gross profit

Annual CAGR 2008–2025 (18 years from equity curve) · Crisis periods highlighted · Dashed = full-period CAGR +7.22%

Cumulative equity growth from $1.00 · Final ×3.51 (+251%)

Monte Carlo · n = 1,000 deterministic resamplings · P(positive 5y) = 76.7%

Sharpe vs Sortino · Isolated tests (11 years) · Sortino exceeds Sharpe in 6/11 years

Market beta (β) · 11 isolated tests · Mean −0.007 · Median −0.061 · 10/11 with |β|<0.20

Volatility–return scatter · 18 years · Crisis regimes (gold) cluster at high vol & high return — convexity confirmed

Regime analysis

Crisis periods:
highest absolute returns.

The BLT Engine demonstrates positive convexity: as market volatility increases, performance improves. Across 11 isolated annual tests, crisis-regime mean CAGR is +42.5% vs −7.5% in calm regimes — a 50-point differential.

Crisis & high-volatility periods (isolated tests)

2009RecoveryPost-Lehman recovery rally+72.46%
2008GFCGlobal Financial Crisis+68.19%
2020COVIDPandemic dislocation+39.29%
2025Tariff + geopolitical volatility+24.10%
2022Ukraine + inflation surge+8.52%
Crisis mean CAGR (5/5 positive)+42.51%

Calm & low-volatility periods (isolated tests)

2013Compressed-vol regime−2.90%
2023Post-pivot Fed−5.43%
2015Sustained compressed vol−8.21%
2021Pandemic recovery−9.10%
2017Very low-vol regime−9.19%
2024Low-vol regime−10.46%
Calm mean CAGR (cost of insurance)−7.55%
Statistical validation

Three estimators.
One conclusion.

Three independent beta estimators converge near zero: the full-period regression, the mean of 11 isolated tests, and the median of 11 isolated tests. The structural decorrelation property is validated under each methodology.

+0.075
Full-period regression
17 years, daily returns
−0.007
Mean isolated β
11 annual standalone tests
−0.061
Median isolated β
10/11 with |β| < 0.20
76.7%
P(positive 5y CAGR)
1,000 deterministic MC

Forward trading
in progress.

Forward paper trading of the BLT Engine commenced in 2026. Live performance results will be published here transparently as they become available. A futures-based extension of the strategy is currently under active research and development — results to be disclosed upon completion of the validation process.

Live track record In progress
Paper trading start 2026
Futures extension R&D phase
Publication commitment Results published as available
Annual returns

Full-period equity curve.
Continuous deployment 2008–2025.

Annual return derived from the 18-year continuous backtest equity curve. This reflects the strategy's behavior in a real production deployment where each year inherits the capital state and open positions from the previous year.

YearCAGRRegimeMarket context
Isolated annual tests

Independent validation.
11 years tested in isolation.

Each year tested as a standalone backtest with fresh $1M capital, no inherited state. This is the rigorous statistical test of the strategy's per-year characteristics. Three independent beta estimators (full-period +0.075, mean isolated −0.007, median −0.061) all converge near zero.

YearCAGRBeta (β)Alpha (α) SharpeSortinoMax DDWin%P/LTrades
Mean · CAGR +15.21% · β −0.007 · Sharpe 0.072 Median · CAGR −2.90% · β −0.061

Read the research.

Seven independent SSRN working papers underpin these results.

View all papers →

This website is for informational purposes only and does not constitute an offer or solicitation to buy or sell any financial instrument. All performance data is backtested and simulated — not live. Past performance does not guarantee future results. OrgaX LLC. For qualified professional and institutional investors only. · Full legal disclaimers →