RealTest Mean Reversion Trading Strategy
A RealTest mean-reversion strategy for S&P 500 stocks that waits for a candlestick reversal before buying an oversold name, so entries come only after sellers start to step back. Tested on survivorship-bias-free Norgate data, with Interactive Brokers commissions and limit fills modeled, and trading live since May 2024.
Portfolio Growth
10,694.1%
SPY 485.4%
Sharpe Ratio
1.41
SPY 0.48
Max Drawdown
-15.5%
SPY -49.9%
Strategy Overview
What You Get
Advanced Backtest Insights
Stress Test Analysis
| Crisis Period | Dates | Portfolio | SPY |
|---|---|---|---|
| Dotcom Crash | 2000-03-10 → 2002-10-09 | 169.8% | -41.8% |
| 2008 Financial Crisis | 2007-10-09 → 2009-03-09 | 12.5% | -49.9% |
| COVID-19 Crash | 2020-02-19 → 2020-03-23 | -5.1% | -28.7% |
| 2022 Bear Market | 2022-01-03 → 2022-10-12 | 4.1% | -21.3% |
| 2025 Tariffs Crash | 2025-02-19 → 2025-04-08 | -11.7% | -16.3% |
Monthly Returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | MaxDD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 | -2.4 | 7.9 | 4.3 | 5.4 | 9.6 | 1.8 | 3.0 | 8.5 | 1.9 | 14.7 | 6.0 | 3.9 | 85.7% | -12.4% |
| 2001 | 5.8 | 7.5 | 1.4 | 1.6 | 0.0 | 2.1 | 2.5 | 2.3 | -2.0 | 6.5 | -0.4 | 5.5 | 37.7% | -9.5% |
| 2002 | 3.0 | -2.2 | 3.3 | 3.2 | 2.6 | -0.5 | -1.4 | 0.3 | 3.8 | 0.7 | 2.4 | 3.1 | 19.7% | -9.6% |
| 2003 | 2.8 | 0.6 | 1.4 | 0.8 | 6.8 | 9.1 | 4.3 | 3.6 | -0.8 | 7.7 | 5.4 | 1.3 | 51.8% | -5.2% |
| 2004 | 1.0 | 4.1 | 2.3 | -1.2 | 1.1 | 0.2 | -2.1 | 0.6 | 0.9 | 1.7 | -1.0 | 3.4 | 11.2% | -5.4% |
| 2005 | -6.3 | 2.1 | 2.9 | 1.0 | 1.9 | 1.8 | 3.4 | 0.0 | 1.5 | -1.2 | 1.4 | 1.6 | 9.9% | -8.0% |
| 2006 | 4.2 | 2.6 | 3.9 | 3.1 | -5.0 | 1.2 | 1.4 | 0.4 | -0.5 | 3.2 | 0.6 | -0.2 | 15.7% | -10.0% |
| 2007 | -0.2 | -1.9 | 1.8 | 3.0 | 1.6 | 4.0 | 1.2 | 3.3 | -0.1 | 4.0 | 0.5 | 3.2 | 22.2% | -6.3% |
| 2008 | -7.7 | 0.9 | 3.7 | 2.2 | 5.7 | 2.9 | -2.6 | 0.5 | 8.2 | -1.0 | 0.0 | 0.0 | 12.5% | -14.1% |
| 2009 | -0.1 | -5.4 | -0.3 | 6.6 | 3.5 | 4.0 | -1.8 | 3.1 | 9.1 | -4.7 | 5.1 | 1.6 | 21.4% | -10.5% |
| 2010 | -4.2 | 5.4 | 2.1 | 1.4 | 0.8 | -2.0 | 1.0 | 2.1 | 0.0 | 2.5 | 0.9 | 2.0 | 12.4% | -9.7% |
| 2011 | -0.0 | 2.8 | 5.2 | 1.3 | 2.7 | -0.9 | 1.2 | -3.5 | 1.4 | 2.6 | -1.1 | 0.7 | 12.7% | -15.5% |
| 2012 | 0.8 | 1.5 | 3.9 | 1.9 | -1.2 | 1.8 | 1.5 | 0.8 | 0.9 | 3.9 | 1.3 | 1.0 | 19.6% | -4.7% |
| 2013 | 0.3 | 3.6 | -0.0 | 1.5 | 0.8 | 3.3 | 0.2 | 0.6 | 1.4 | 4.1 | 0.9 | 0.3 | 18.2% | -3.4% |
| 2014 | -2.1 | 1.0 | 0.8 | 4.9 | 0.6 | 0.3 | -2.3 | 0.5 | 0.8 | -1.6 | 0.2 | 2.3 | 5.4% | -7.7% |
| 2015 | 3.9 | 1.0 | 0.6 | -1.4 | 3.4 | 3.2 | 0.9 | 0.6 | 0.4 | 0.3 | 1.8 | 0.3 | 15.9% | -6.2% |
| 2016 | -1.1 | 0.9 | 2.2 | 0.8 | 0.3 | 3.7 | 0.9 | -3.1 | 1.7 | 0.9 | 2.5 | -0.2 | 9.7% | -4.3% |
| 2017 | 0.9 | -0.7 | -0.0 | 0.7 | -0.3 | 1.5 | 0.2 | -0.2 | 1.1 | 2.4 | 0.9 | 1.2 | 8.1% | -3.1% |
| 2018 | 0.7 | -0.9 | 3.8 | 0.6 | 4.5 | 1.7 | -0.8 | 1.5 | -1.1 | -0.9 | 2.5 | -1.5 | 10.3% | -7.1% |
| 2019 | -0.2 | 0.2 | 1.3 | 1.4 | -5.6 | 2.4 | -0.5 | 0.0 | 1.3 | 4.4 | 0.1 | 2.1 | 6.6% | -7.6% |
| 2020 | -1.7 | -4.9 | 4.1 | -0.0 | 3.7 | 7.2 | 8.3 | 2.1 | 1.6 | -1.1 | 4.1 | 2.8 | 28.6% | -8.4% |
| 2021 | -4.6 | 5.8 | 0.5 | 0.9 | 3.7 | -0.2 | -1.7 | 3.3 | -0.5 | -0.4 | 1.7 | 9.9 | 19.1% | -6.8% |
| 2022 | -4.9 | 2.4 | 8.5 | -0.2 | 5.4 | -8.9 | -0.9 | 1.0 | 1.7 | 1.0 | 7.9 | -1.0 | 11.3% | -13.4% |
| 2023 | 1.4 | -0.4 | -2.3 | 0.2 | -0.9 | 2.1 | 4.9 | 0.7 | -1.9 | 0.5 | 0.9 | 1.8 | 7.2% | -7.1% |
| 2024 | 2.4 | 7.2 | 4.0 | 1.5 | 3.0 | 1.5 | -2.2 | 1.1 | 0.6 | 1.4 | 6.8 | 2.6 | 34.0% | -7.7% |
| 2025 | 1.8 | -2.7 | -2.5 | -3.5 | 0.2 | 3.0 | 3.6 | 4.3 | 3.8 | 2.8 | -1.0 | 3.8 | 14.1% | -12.6% |
| 2026 | 2.5 | 4.9 | -1.3 | -0.0 | 7.3 | 1.6 | -0.2 | 15.5% | -6.5% | |||||
| Avg | -0.1 | 1.6 | 2.1 | 1.4 | 2.1 | 1.8 | 0.8 | 1.3 | 1.4 | 2.1 | 1.9 | 2.0 | 19.9% | -8.3% |
| Metric | Portfolio | SPY |
|---|---|---|
| Sortino Ratio | 1.34 | 0.45 |
| MAR Ratio | 1.25 | - |
| Net Profit | $10.7M | $485k |
| Expectancy | 1.41 | - |
| Trades | 3440 | 1 |
| Win Rate | 69.59% | - |
| Max Exposure | 99.9% | 100.0% |
| Best Year | 85.7% | 27.0% |
| Worst Year | 5.4% | -33.2% |
Statistical Edge Verification
Science, governed by mathematics
Quick start guide
From download to first backtest in 1 minutes
Daily Live Trading
For RealTest automated execution
Total daily time: ~5 minutes
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Model assumptions
Included in Backtest
SPY Buy & Hold Benchmark
Does not include any transaction fees, slippage, or management costs.
Portfolio Builder & Simulator
Visualize your diversification edge
Instantly simulate how this strategy improves your existing portfolio. Check correlations, optimize allocations, and verify the smoothed equity curve before you deploy.
Strategy Code Preview
RealTest full source code included in download
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Demo Strategy
Free RealTest demo mean reversion strategy.
- RealTest .rts file
- Robustness Verified
- Does not include RealTest Mean Reversion Trading Strategy
RealTest Mean Reversion Trading Strategy
Full strategy code and rules.
- 10,694.1% Portfolio Growth
- In-Sample / Out-of-Sample Validated
- Survivor-Bias Free
- Outperforms SPY Benchmark
- Fully Customizable Source Code
- Download Once, Use Forever
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Instant diversification. You own our complete suite of uncorrelated, robust strategies.
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