How It Works

Burton Malkiel said a blindfolded monkey could beat Wall Street.

He had a point: at picking stocks, skill and instinct rarely beat blind luck. We took it further: what if you replaced the monkey with a systematic process, applied it to thousands of companies, and then ran the results through every stress test we know?

That is exactly what Beat The Market does.

"A blindfolded monkey throwing darts at a newspaper's financial pages could select a portfolio that would do just as well as one carefully selected by experts."  We took that seriously.

Burton G. Malkiel  ·  A Random Walk Down Wall Street, 1973

The process

A 5-step pipeline.

Here is the exact sequence, applied to every strategy on the leaderboard.

01
Foundation

Starts with peer-reviewed research, not a hunch.

Every strategy on this platform originates in published academic research on market anomalies, things financial economists have studied, debated, and replicated across decades of data. We do not start with a promising-looking chart and work backward. We start with a documented phenomenon and ask whether the data supports it on a fresh dataset.

Momentum (Jegadeesh & Titman 1993) 52-week high (George & Hwang 2004) Peer-reviewed foundation only
02
Universe

Scans thousands of US-listed companies.

The universe covers thousands of US-listed equities, sourced from SEC filings and market data, and updates regularly. The eligible pool is made up of US companies listed on the New York Stock Exchange and Nasdaq.

03
Stress testing

We test for overfitting and luck.

This is where most claims fall apart. A strategy can look great in a backtest simply because someone went looking for patterns until they found one. We run each candidate through up to 400 distinct configurations, then subject survivors to 28 combinatorially purged cross-validation paths designed to detect exactly that problem. Most candidates do not survive this stage. Walk-forward tested across 143 months of market history, nearly 12 years, including companies that later left the market during the period.

Walk-forward tested Passed our validation 143 months, nearly 12 years Includes delisted companies After estimated taxes and costs
04
Live tracking

Tracked live every day on the leaderboard.

From the moment a strategy goes live, we track it daily. Returns, risk statistics, and rank are recalculated using real market data. The leaderboard shows the live record alongside the backtest history so you can see exactly how the strategy is performing against what was expected.

05
Your decision

You decide, in your own brokerage account.

What you do with this information is entirely your decision. Beat The Market is an information publisher, not a registered investment adviser. Model allocations reflect the strategy's construction weighting. They are not instructions.

Information publisher Not a registered investment adviser Your brokerage, your account, your decision
The stress test

The validation gauntlet, visualized.

400
Configurations
57,000+
Individual simulations
1
Strategy published

These are the numbers behind every single strategy we publish. Not the whole board, one strategy. Each one runs this gauntlet.

400 configurations  ·  one strategy's search
Each box is one full backtest across ~12 years of history  ·  walk-forward tested  ·  DSR / PSR / PBO applied
Waiting
400 configurations  ·  click to run
Explored
The single strongest, carried forward

Each configuration is a full backtest spanning more than 12 years of history, re-ranking thousands of companies at every monthly rebalance. We run up to 400. One is selected and published.

All figures on this chart are per strategy, not board totals. The 57,000+ individual simulations reflect 400 configurations each run across 144 monthly formation periods over approximately 12 years of history.

Common questions

Still skeptical? Good.

Fair reaction. The returns in our backtest history are high. They reflect a specific, systematic methodology applied to a specific historical window, after estimated taxes and trading costs. Backtested returns are not a forecast of future results. Markets change, anomalies compress, and any strategy can underperform. We show the live record from the day each strategy launched alongside the backtest so you can see how close the two are in real time.
It is not only a backtest. Each strategy passes walk-forward validation, which tests whether the rule set holds on a later period of data that was not used during the selection process. We also apply overfitting detection methods specifically designed for the problem of selecting strategies from a large candidate set. Not every strategy we tested survived. The ones on the leaderboard are the ones that passed. We show you the survivors, not all the trials.
No. Beat The Market is an information publisher, not a registered investment adviser. We rank and track strategies. The model allocations you see reflect how each strategy is constructed, not a recommendation for your specific situation. What you do with this information, in your own brokerage account, is entirely your decision. Allocation figures reflect model weighting. They are not personal investment advice.
You should not trust any platform blindly, new or old. What we ask is that you evaluate the methodology. The research foundations are public and peer-reviewed. The validation process is documented. The live record is tracked from day one, not fabricated after the fact. We show you everything so you can make that evaluation yourself. If the live record diverges materially from the backtest over time, that will be visible.
Optional deep dives

Every strategy at Beat The Market traces to a published, peer-reviewed paper. We do not generate strategy ideas internally and then go looking for supporting research. The paper comes first. All six strategies currently live on the leaderboard ground on the following research.

  • 01
    Jegadeesh & Titman (1993) — "Returns to Buying Winners and Selling Losers"The foundational momentum paper. Demonstrates that stocks with strong recent past returns continue to outperform over the following months. Published in the Journal of Finance. This is the primary research basis for all six live strategies.
  • 02
    Barroso & Santa-Clara (2014) — "Momentum Has Its Moments"Documents the risk dynamics of momentum strategies across different market regimes. Used as secondary context for the longer-horizon Colossus strategies. Published in the Journal of Financial Economics.
  • 03
    Daniel & Moskowitz (2016) — "Momentum Crashes"Examines the tail-risk characteristics of momentum strategies, particularly around market reversals. Used as secondary context for longer-horizon strategy design. Published in the Journal of Financial Economics.
  • 04
    More papers comingAdditional research is evaluated and replicated on the academic page as the platform expands. Each replication documents results honestly, including where BTM data diverges from the original paper's findings.

Walk-forward testing. You split historical data into an earlier training window and a later testing window. The strategy is designed on the training data, then applied to the testing data without modification. If it holds up in the testing window, that is evidence the rule generalizes beyond the data it was calibrated on.

Probability of backtest overfitting (PBO). When you test many strategy variations and pick the best performer, you are likely to select one that looked good by luck rather than design. PBO methods quantify that risk by re-running the selection process across many data permutations and measuring how often the winning selection also leads in the later, held-out period it was not calibrated on.

Combinatorial purged cross-validation (CPCV). A more exhaustive cross-validation technique that generates many train-test splits from the same data set and evaluates strategy performance across all of them. Reduces the variance of the overfitting estimate.

Deflated Sharpe ratio (DSR) and probabilistic Sharpe ratio (PSR). Standard Sharpe ratios do not correct for the fact that you are selecting from a large set of trials. DSR and PSR adjust for the number of configurations tested and the statistical properties of the distribution, producing a more honest estimate of whether the observed ratio is likely to reflect a true signal rather than sampling noise.

The leaderboard is live.

See which strategies have passed the gauntlet, what they hold, and how they are performing since launch.