Institutional Alternative Data Intelligence
NEXUS ALPHA TIER ?
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BUY + OVERWEIGHT
Avg Excess Return
vs SPY (closed positions)
Win Rate
Excess return > 0
Backtest Analytics Walk-forward validated 2022–2025 · Long-only · Full methodology →
Alpha Decay by Hold Period
Avg excess return vs SPY — longer holds = more alpha
HoldAvg Returnvs SPYSharpe
20d+0.61%−0.11%0.35
40d+3.63%+1.34%1.13
60d+4.79%+2.45%1.20
Win Rate by Confidence Band
Lower confidence = higher alpha — IC is negative above 0.75
Key finding: The 0.65–0.70 band delivers 90% win rate and +12.3% avg return at 60d. Higher confidence does NOT predict better returns. Confidence cap set at 0.75.
Per-Signal Excess Return vs SPY
Quarterly avg excess alpha (signal overlay, 60-day hold, 2022–2025)
Signal overlay framing: ~40 signals/year; capital not fully deployed. Per-signal edge: +2.45% excess vs SPY at 60d (Sharpe 1.20). Hedge funds apply these signals as overlays on existing book positions.
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TickerSignalConfidence MomentumFreshnessSignal DateRationale
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Live Paper Track Record Since 2026-05-21
Total Signals
Open
Closed
Avg Excess Return
TickerSignalConfidenceForm GeneratedExit DateStatus ActualSPYExcess
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