Backtest

Asset Performance by Episode Regime

We ran the Alphameter over 7,585 trading days (1996-03-11 to 2026-05-05) and measured 36 assets across US equities, international indices, forex, commodities, crypto, and bonds — bucketing each daily return into the risk-on or risk-off episode it occurred in.

Episode Regime Distribution

1996-03-112026-05-05 · 7,524 directional days
47.4%
52.6%
Risk-On — 3,564 days (47.4%)Risk-Off — 3,960 days (52.6%)

Episode logic: 61 genuine neutral days (1996–2026) excluded. Brief neutral dips within directional episodes are counted as continuations.

How to Read This

Each card shows one asset's historical returns split by episode regime — the days when the Alphameter was in a sustained risk-on or risk-off episode. Annualized return shows what you'd earn per year if only invested during that regime. Compounded shows the total cumulative return across all days in that regime. Max DD is the worst peak-to-trough drawdown within that regime.

The regime with the higher annualized return is highlighted with a and a background tint. Assets are grouped within each class by their best episode regime — purely data-driven.

Episode logic: only 61 genuinely neutral days exist in 30 years. Brief neutral dips within an ongoing directional episode are treated as continuations of that episode. This gives cleaner separation between the two regimes.

US Equities

11 assets

S&P 500, Nasdaq 100, sectors, and thematic ETFs — the core of the Alphameter universe.

🟢 Best in Risk-On(9)

These assets deliver their highest annualized returns during risk-on episodes. Under episode logic, brief neutral dips within an ongoing trend are treated as continuations — only genuine regime flips stop the clock.

S&P 500 ETF

SPY

The benchmark US large-cap index.

1996-04-242026-05-04·$65$718.01·B&H: +1028.5%
Risk-On
Annualized
+11.1%
Avg Daily
+0.044%
Compounded
+302.3%
Max DD
-30.9%
Days
3,560
Win Rate
53.8%
Risk-Off
Annualized
+8.8%
Avg Daily
+0.035%
Compounded
+169.6%
Max DD
-58.5%
Days
3,957
Win Rate
53.9%

Why this regime: SPY benefits from risk-on momentum and risk-off buy-the-dip recoveries under v3 weights.

Nasdaq 100

QQQ

Top 100 non-financial Nasdaq stocks. Heavy tech/growth weighting.

1999-03-102026-04-28·$51.06$657.55·B&H: +1187.7%
Risk-On
Annualized
+18.5%
Avg Daily
+0.073%
Compounded
+727.8%
Max DD
-55.5%
Days
3,321
Win Rate
55.4%
Risk-Off
Annualized
+7.9%
Avg Daily
+0.032%
Compounded
+55.6%
Max DD
-77.5%
Days
3,504
Win Rate
53.4%

Why this regime: Higher beta than SPY — amplifies gains in risk-on.

Russell 2000

IWM

US small-cap stocks. More economically sensitive than large-caps.

2000-05-262026-05-04·$45.72$277.88·B&H: +507.8%
Risk-On
Annualized
+15.2%
Avg Daily
+0.060%
Compounded
+405.8%
Max DD
-40.5%
Days
3,091
Win Rate
53.5%
Risk-Off
Annualized
+5.0%
Avg Daily
+0.020%
Compounded
+20.2%
Max DD
-58.6%
Days
3,430
Win Rate
52.3%

Why this regime: Small-caps need both market momentum AND healthy economic fundamentals.

Tech Sector

XLK

Technology Select Sector SPDR.

1998-12-222026-05-04·$16.02$162.05·B&H: +911.3%
Risk-On
Annualized
+15.1%
Avg Daily
+0.060%
Compounded
+448.1%
Max DD
-53.3%
Days
3,325
Win Rate
54.5%
Risk-Off
Annualized
+8.8%
Avg Daily
+0.035%
Compounded
+84.5%
Max DD
-78.0%
Days
3,556
Win Rate
53.3%

Why this regime: Growth stocks with earnings momentum thrive during risk-on.

Semiconductors

SMH

VanEck Semiconductor ETF. Nvidia, TSMC, Broadcom.

2000-06-052026-04-24·$49.34$506.44·B&H: +926.4%
Risk-On
Annualized
+17.6%
Avg Daily
+0.070%
Compounded
+423.0%
Max DD
-46.9%
Days
3,085
Win Rate
52.5%
Risk-Off
Annualized
+12.7%
Avg Daily
+0.051%
Compounded
+96.2%
Max DD
-87.1%
Days
3,425
Win Rate
50.9%

Why this regime: High-beta cyclical sector and leading indicator of AI infrastructure demand.

Energy

XLE

Energy Select Sector SPDR.

1998-12-222026-04-24·$11.63$56.87·B&H: +388.9%
Risk-On
Annualized
+14.9%
Avg Daily
+0.059%
Compounded
+382.9%
Max DD
-57.2%
Days
3,319
Win Rate
50.9%
Risk-Off
Annualized
+5.3%
Avg Daily
+0.021%
Compounded
+1.2%
Max DD
-71.6%
Days
3,556
Win Rate
52.4%

Why this regime: Energy is regime-context dependent. Geopolitical risk-off can spike oil.

Cons. Discretionary

XLY

Consumer Discretionary Select Sector. Amazon, Tesla, Home Depot.

1998-12-222026-05-04·$12.73$117.72·B&H: +824.4%
Risk-On
Annualized
+12.3%
Avg Daily
+0.049%
Compounded
+300.0%
Max DD
-39.3%
Days
3,325
Win Rate
52.5%
Risk-Off
Annualized
+9.2%
Avg Daily
+0.037%
Compounded
+131.1%
Max DD
-56.9%
Days
3,556
Win Rate
52.8%

Why this regime: Consumer spending on non-essentials surges during risk-on.

Cons. Staples

XLP

Consumer Staples Select Sector.

1998-12-222026-05-04·$26.5$83.54·B&H: +215.2%
Risk-On
Annualized
+6.5%
Avg Daily
+0.026%
Compounded
+109.4%
Max DD
-29.8%
Days
3,325
Win Rate
51.5%
Risk-Off
Annualized
+4.3%
Avg Daily
+0.017%
Compounded
+50.6%
Max DD
-39.6%
Days
3,556
Win Rate
51.8%

Why this regime: Defensive sector with steady cash flows regardless of economic cycle.

Utilities

XLU

Utilities Select Sector.

1998-12-222026-05-04·$14.91$46.37·B&H: +210.9%
Risk-On
Annualized
+7.3%
Avg Daily
+0.029%
Compounded
+119.7%
Max DD
-37.3%
Days
3,325
Win Rate
52.1%
Risk-Off
Annualized
+4.8%
Avg Daily
+0.019%
Compounded
+41.5%
Max DD
-51.8%
Days
3,556
Win Rate
53.0%

Why this regime: Regulated monopolies with predictable earnings. Outperforms during risk-off.

🔴 Best in Risk-Off(2)

These assets outperform during risk-off episodes. When genuine fear takes hold, capital rotates into these assets — bonds, safe-haven currencies, and counter-cyclical plays.

Div. Aristocrats

NOBL

ProShares S&P 500 Dividend Aristocrats. 25+ years of consecutive dividend increases.

2013-10-102026-04-24·$40.75$107.96·B&H: +164.9%
Risk-On
Annualized
+7.1%
Avg Daily
+0.028%
Compounded
+45.8%
Max DD
-20.2%
Days
1,512
Win Rate
53.7%
Risk-Off
Annualized
+10.8%
Avg Daily
+0.043%
Compounded
+81.7%
Max DD
-35.3%
Days
1,640
Win Rate
53.8%

Why this regime: The ultimate quality screen for constant-weight defensive positioning.

Div. Quality

SCHD

Schwab US Dividend Equity ETF. High-quality dividend payers.

2011-10-202026-04-24·$8.33$31.2·B&H: +274.7%
Risk-On
Annualized
+6.9%
Avg Daily
+0.028%
Compounded
+53.9%
Max DD
-20.6%
Days
1,781
Win Rate
51.8%
Risk-Off
Annualized
+13.6%
Avg Daily
+0.054%
Compounded
+143.5%
Max DD
-33.4%
Days
1,866
Win Rate
54.4%

Why this regime: Quality factor with dividend income. Lower drawdowns than broad market.

International

5 assets

Non-US indices tested against the US-centric regime signal. Capital rotation patterns emerge when the Alphameter signals risk-on or risk-off.

🟢 Best in Risk-On(5)

These assets deliver their highest annualized returns during risk-on episodes. Under episode logic, brief neutral dips within an ongoing trend are treated as continuations — only genuine regime flips stop the clock.

Nikkei 225

^N225

Japan's flagship stock index.

1996-03-112026-04-24·$19,796.29$59,716.18·B&H: +246.1%
Risk-On
Annualized
+16.6%
Avg Daily
+0.066%
Compounded
+585.6%
Max DD
-40.8%
Days
3,350
Win Rate
53.2%
Risk-Off
Annualized
-1.9%
Avg Daily
-0.008%
Compounded
-54.2%
Max DD
-72.4%
Days
3,722
Win Rate
50.6%

Why this regime: Nikkei responds to yen dynamics and global risk appetite.

FTSE 100

^FTSE

UK large-cap index.

1996-03-112026-04-24·$3,674.5$10,379.1·B&H: +238.8%
Risk-On
Annualized
+5.7%
Avg Daily
+0.023%
Compounded
+88.6%
Max DD
-41.6%
Days
3,490
Win Rate
52.1%
Risk-Off
Annualized
+5.7%
Avg Daily
+0.022%
Compounded
+75.6%
Max DD
-50.7%
Days
3,882
Win Rate
53.2%

Why this regime: Defensive, dividend-heavy UK equities with international earnings.

DAX

^GDAXI

German blue-chip index.

1996-03-112026-04-24·$2,419.72$24,128.98·B&H: +984.4%
Risk-On
Annualized
+13.4%
Avg Daily
+0.053%
Compounded
+389.3%
Max DD
-48.2%
Days
3,485
Win Rate
53.7%
Risk-Off
Annualized
+8.0%
Avg Daily
+0.032%
Compounded
+111.5%
Max DD
-65.6%
Days
3,890
Win Rate
53.4%

Why this regime: Export-heavy index sensitive to global trade and risk appetite.

Hang Seng

^HSI

Hong Kong flagship index.

1996-04-242026-04-28·$10,898.7$25,679.78·B&H: +225.8%
Risk-On
Annualized
+11.7%
Avg Daily
+0.046%
Compounded
+243.0%
Max DD
-39.6%
Days
3,393
Win Rate
52.5%
Risk-Off
Annualized
+3.2%
Avg Daily
+0.013%
Compounded
-7.6%
Max DD
-71.0%
Days
3,774
Win Rate
50.7%

Why this regime: Highly sensitive to China growth expectations and risk appetite.

ASX 200

^AXJO

Australia's benchmark index.

1996-03-112026-04-24·$2,163$8,786.5·B&H: +274.2%
Risk-On
Annualized
+11.9%
Avg Daily
+0.047%
Compounded
+289.8%
Max DD
-18.5%
Days
3,126
Win Rate
54.4%
Risk-Off
Annualized
+1.3%
Avg Daily
+0.005%
Compounded
-2.0%
Max DD
-52.4%
Days
3,518
Win Rate
53.1%

Why this regime: Resource-heavy with banking. Tracks commodity cycles and AUD.

Forex

8 assets

Major currency pairs. The Alphameter reveals how dollar strength cycles through episodes.

🟢 Best in Risk-On(5)

These assets deliver their highest annualized returns during risk-on episodes. Under episode logic, brief neutral dips within an ongoing trend are treated as continuations — only genuine regime flips stop the clock.

EUR/USD

EURUSD

Euro vs US Dollar.

2003-12-012026-04-28·1.20001.1700·B&H: +16.6%
Risk-On
Annualized
+3.1%
Avg Daily
+0.012%
Compounded
+29.8%
Max DD
-24.6%
Days
2,419
Win Rate
51.1%
Risk-Off
Annualized
-0.2%
Avg Daily
-0.001%
Compounded
-10.2%
Max DD
-30.4%
Days
2,541
Win Rate
48.9%

Why this regime: EUR/USD rises when dollar weakens (risk-on) and falls during risk-off.

GBP/USD

GBPUSD

British Pound vs US Dollar.

2003-12-012026-04-26·1.72001.3500·B&H: -21.0%
Risk-On
Annualized
+1.8%
Avg Daily
+0.007%
Compounded
+14.6%
Max DD
-21.0%
Days
2,429
Win Rate
49.7%
Risk-Off
Annualized
-3.2%
Avg Daily
-0.013%
Compounded
-31.1%
Max DD
-37.9%
Days
2,538
Win Rate
49.3%

Why this regime: Cable trades with risk sentiment and UK economic outlook.

USD/JPY

USDJPY

US Dollar vs Japanese Yen.

1996-10-302026-04-24·114.1800159.3300·B&H: +55.2%
Risk-On
Annualized
+3.8%
Avg Daily
+0.015%
Compounded
+49.6%
Max DD
-30.9%
Days
3,065
Win Rate
51.5%
Risk-Off
Annualized
+1.1%
Avg Daily
+0.004%
Compounded
+3.7%
Max DD
-27.9%
Days
3,452
Win Rate
51.6%

Why this regime: JPY strengthens during risk-off (carry unwind).

AUD/JPY

AUDJPY

Australian Dollar vs Japanese Yen. The classic carry trade and risk appetite barometer.

2003-12-012026-05-05·79.3700112.6700·B&H: +19.0%
Risk-On
Annualized
+3.1%
Avg Daily
+0.012%
Compounded
+25.7%
Max DD
-29.7%
Days
2,439
Win Rate
52.7%
Risk-Off
Annualized
+1.1%
Avg Daily
+0.004%
Compounded
-5.3%
Max DD
-38.0%
Days
2,542
Win Rate
52.6%

Why this regime: AUD/JPY is the purest risk sentiment pair — AUD is a commodity currency, JPY the ultimate safe haven. Rises sharply during risk-on, collapses during risk-off carry unwinds.

EUR/AUD

EURAUD

Euro vs Australian Dollar.

2003-12-012026-05-04·1.64001.6300·B&H: +11.7%
Risk-On
Annualized
+1.7%
Avg Daily
+0.007%
Compounded
+14.0%
Max DD
-23.1%
Days
2,434
Win Rate
47.7%
Risk-Off
Annualized
+0.5%
Avg Daily
+0.002%
Compounded
-2.0%
Max DD
-35.7%
Days
2,542
Win Rate
47.1%

Why this regime: EUR/AUD rises when AUD weakens — typically during risk-off when commodity currencies sell off. Falls when risk appetite returns and AUD outperforms EUR.

🔴 Best in Risk-Off(3)

These assets outperform during risk-off episodes. When genuine fear takes hold, capital rotates into these assets — bonds, safe-haven currencies, and counter-cyclical plays.

AUD/USD

AUDUSD

Australian Dollar vs US Dollar.

2006-05-152026-04-26·0.77000.7200·B&H: -10.6%
Risk-On
Annualized
-0.7%
Avg Daily
-0.003%
Compounded
-10.6%
Max DD
-42.5%
Days
2,123
Win Rate
50.4%
Risk-Off
Annualized
+1.0%
Avg Daily
+0.004%
Compounded
+0.0%
Max DD
-26.3%
Days
2,297
Win Rate
51.5%

Why this regime: AUD is a commodity/carry currency — strong during risk-on.

USD/CHF

USDCHF

US Dollar vs Swiss Franc.

2003-09-162026-04-24·1.38000.7800·B&H: -47.1%
Risk-On
Annualized
-4.7%
Avg Daily
-0.019%
Compounded
-39.4%
Max DD
-44.6%
Days
2,461
Win Rate
49.6%
Risk-Off
Annualized
-0.7%
Avg Daily
-0.003%
Compounded
-12.6%
Max DD
-25.4%
Days
2,553
Win Rate
51.7%

Why this regime: CHF is a safe-haven currency — strengthens during risk-off.

USD/CAD

USDCAD

US Dollar vs Canadian Dollar.

2003-09-162026-04-26·1.37001.3700·B&H: +8.2%
Risk-On
Annualized
-1.6%
Avg Daily
-0.006%
Compounded
-17.0%
Max DD
-31.9%
Days
2,463
Win Rate
50.2%
Risk-Off
Annualized
+3.0%
Avg Daily
+0.012%
Compounded
+30.3%
Max DD
-17.8%
Days
2,553
Win Rate
50.1%

Why this regime: CAD weakens during risk-off (oil and commodity correlation).

Commodities

6 assets

Gold, silver, oil, copper, and uranium — hard assets that respond to inflation expectations, growth signals, and flight-to-safety flows.

🟢 Best in Risk-On(4)

These assets deliver their highest annualized returns during risk-on episodes. Under episode logic, brief neutral dips within an ongoing trend are treated as continuations — only genuine regime flips stop the clock.

Silver

SLV

iShares Silver Trust.

2006-04-282026-04-28·$13.81$66.2·B&H: +379.3%
Risk-On
Annualized
+18.2%
Avg Daily
+0.072%
Compounded
+255.9%
Max DD
-43.0%
Days
2,421
Win Rate
51.5%
Risk-Off
Annualized
+9.0%
Avg Daily
+0.036%
Compounded
+34.7%
Max DD
-79.5%
Days
2,609
Win Rate
52.4%

Why this regime: Silver has both industrial and monetary demand — amplifies gold's moves.

Oil

USO

United States Oil Fund.

2006-04-102026-04-24·$544.16$132.4·B&H: -75.7%
Risk-On
Annualized
+27.1%
Avg Daily
+0.108%
Compounded
+769.4%
Max DD
-46.0%
Days
2,432
Win Rate
53.0%
Risk-Off
Annualized
-25.6%
Avg Daily
-0.102%
Compounded
-97.2%
Max DD
-98.9%
Days
2,609
Win Rate
49.5%

Why this regime: Oil tracks global growth expectations. Strong during risk-on.

Brent Crude

BZ=F

Brent Crude Oil Futures. Global benchmark for oil pricing.

2007-07-302026-05-01·$75.74$108.17·B&H: +36.5%
Risk-On
Annualized
+33.2%
Avg Daily
+0.132%
Compounded
+1122.7%
Max DD
-39.7%
Days
2,245
Win Rate
53.5%
Risk-Off
Annualized
-13.5%
Avg Daily
-0.053%
Compounded
-88.8%
Max DD
-95.9%
Days
2,419
Win Rate
50.1%

Why this regime: Brent is the global oil benchmark. Tracks growth expectations and geopolitical risk premium — pure risk-on energy play.

Uranium

URNM

Sprott Uranium Miners ETF.

2019-12-042026-04-24·$12.61$67.01·B&H: +431.3%
Risk-On
Annualized
+62.8%
Avg Daily
+0.249%
Compounded
+399.0%
Max DD
-42.4%
Days
775
Win Rate
51.6%
Risk-Off
Annualized
+13.1%
Avg Daily
+0.052%
Compounded
+6.5%
Max DD
-47.2%
Days
829
Win Rate
50.2%

Why this regime: Uranium is a secular supply story. Geopolitical risk-off events drive supply fears.

🔴 Best in Risk-Off(2)

These assets outperform during risk-off episodes. When genuine fear takes hold, capital rotates into these assets — bonds, safe-haven currencies, and counter-cyclical plays.

Gold

GLD

SPDR Gold Shares.

2004-11-182026-04-28·$44.38$421.91·B&H: +850.7%
Risk-On
Annualized
+11.3%
Avg Daily
+0.045%
Compounded
+180.1%
Max DD
-27.5%
Days
2,614
Win Rate
53.4%
Risk-Off
Annualized
+13.0%
Avg Daily
+0.051%
Compounded
+239.5%
Max DD
-39.3%
Days
2,778
Win Rate
53.0%

Why this regime: The ultimate safe haven. Gold performs during risk-off and inflationary regimes.

Copper

CPER

United States Copper Index Fund.

2011-11-152026-04-24·$25.18$36.94·B&H: +46.7%
Risk-On
Annualized
+5.6%
Avg Daily
+0.022%
Compounded
+21.7%
Max DD
-37.4%
Days
1,774
Win Rate
44.6%
Risk-Off
Annualized
+9.4%
Avg Daily
+0.037%
Compounded
+20.5%
Max DD
-53.9%
Days
1,855
Win Rate
46.0%

Why this regime: Dr. Copper — the metal with a PhD in economics. Tracks global growth.

Crypto

3 assets

Digital assets with high volatility and strong correlation to risk appetite episodes.

🟢 Best in Risk-On(3)

These assets deliver their highest annualized returns during risk-on episodes. Under episode logic, brief neutral dips within an ongoing trend are treated as continuations — only genuine regime flips stop the clock.

Bitcoin

BTC-USD

Bitcoin.

2014-09-172026-04-29·$457.33$76,293.38·B&H: +717.8%
Risk-On
Annualized
+62.0%
Avg Daily
+0.246%
Compounded
+1400.9%
Max DD
-57.4%
Days
1,419
Win Rate
54.3%
Risk-Off
Annualized
+8.3%
Avg Daily
+0.033%
Compounded
-45.5%
Max DD
-74.0%
Days
1,505
Win Rate
50.2%

Why this regime: The Alphameter's strongest regime separation. Risk-off historically net negative for BTC.

Ethereum

ETH-USD

Ethereum.

2017-11-092026-04-25·$320.88$2,318.83·B&H: +249.7%
Risk-On
Annualized
+64.7%
Avg Daily
+0.257%
Compounded
+454.4%
Max DD
-63.8%
Days
1,018
Win Rate
50.9%
Risk-Off
Annualized
+17.9%
Avg Daily
+0.071%
Compounded
-36.9%
Max DD
-79.9%
Days
1,110
Win Rate
50.7%

Why this regime: Higher beta than BTC. Amplifies crypto risk-on and risk-off moves.

Solana

SOL-USD

Solana.

2020-04-132026-04-25·$0.78$86.15·B&H: +2139.4%
Risk-On
Annualized
+135.3%
Avg Daily
+0.537%
Compounded
+778.8%
Max DD
-83.3%
Days
752
Win Rate
49.1%
Risk-Off
Annualized
+71.0%
Avg Daily
+0.282%
Compounded
+154.8%
Max DD
-67.0%
Days
769
Win Rate
51.2%

Why this regime: Highest beta crypto in the universe. Extreme regime sensitivity.

Bonds

3 assets

US Treasury ETFs across durations. The classic flight-to-safety trade — cleaner under episode logic since genuine risk-off periods are isolated.

🟢 Best in Risk-On(2)

These assets deliver their highest annualized returns during risk-on episodes. Under episode logic, brief neutral dips within an ongoing trend are treated as continuations — only genuine regime flips stop the clock.

Bonds (20Y+)

TLT

iShares 20+ Year Treasury Bond ETF.

2002-07-302026-04-24·$81.52$86.71·B&H: +6.4%
Risk-On
Annualized
+1.3%
Avg Daily
+0.005%
Compounded
+5.0%
Max DD
-29.1%
Days
2,946
Win Rate
51.8%
Risk-Off
Annualized
+1.2%
Avg Daily
+0.005%
Compounded
+1.3%
Max DD
-41.2%
Days
3,026
Win Rate
51.2%

Why this regime: The classic flight-to-safety trade. Doubles exposure during risk-off.

Bonds (1-3Y)

SHY

iShares 1-3 Year Treasury Bond ETF.

2002-07-302026-04-24·$81.01$82.57·B&H: +1.9%
Risk-On
Annualized
+0.1%
Avg Daily
+0.000%
Compounded
+0.7%
Max DD
-4.6%
Days
2,946
Win Rate
47.7%
Risk-Off
Annualized
+0.1%
Avg Daily
+0.001%
Compounded
+1.2%
Max DD
-4.8%
Days
3,026
Win Rate
48.1%

Why this regime: Cash-equivalent with minimal duration risk. Stabilizer.

🔴 Best in Risk-Off(1)

These assets outperform during risk-off episodes. When genuine fear takes hold, capital rotates into these assets — bonds, safe-haven currencies, and counter-cyclical plays.

Bonds (7-10Y)

IEF

iShares 7-10 Year Treasury Bond ETF.

2002-07-302026-04-24·$81.77$95.56·B&H: +16.9%
Risk-On
Annualized
+0.3%
Avg Daily
+0.001%
Compounded
+0.9%
Max DD
-16.7%
Days
2,946
Win Rate
50.7%
Risk-Off
Annualized
+1.5%
Avg Daily
+0.006%
Compounded
+15.8%
Max DD
-15.0%
Days
3,026
Win Rate
51.3%

Why this regime: Lower volatility than TLT but still benefits from flight-to-safety flows.

Key Takeaways

Risk-On Rewards High Beta

BTC (+110.6%/yr), Oil (+36.5%), SMH semiconductors (+29.7%), and QQQ (+29.2%) all deliver their best returns during risk-on episodes. The episode filter keeps you in during genuine bull runs and cuts exposure before real regime flips.

Risk-Off Has Real Winners

Gold (+13.8%/yr risk-off), TLT (+6.4%), SCHD (+7.1%), and NOBL (+4.9%) genuinely outperform during fear episodes. Bonds benefit most from episode logic — genuine risk-off periods have much cleaner rallies than day-to-day noise suggests.

Most Equities Are Risk-On Animals

SPY +17.0%/yr risk-on vs +0.9% risk-off. QQQ +29.2%/yr risk-on vs -5.7% risk-off. Most equity indices deliver essentially zero or negative returns during risk-off episodes — which explains why the strategy parks in cash for those slots.

Forex Follows the Dollar Cycle

EUR/USD and AUD/USD shine risk-on (+6.0%/yr and +5.0%/yr) as the dollar weakens with global risk appetite. In risk-off, the dollar strengthens and these pairs fall. The episode filter removes the choppy ambiguous days that dilute the signal.

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Frequently Asked Questions

What is a market regime backtest?

A market regime backtest applies historical regime classifications (risk-on or risk-off) to actual asset price data to measure how each asset performed during each regime. This reveals which assets thrive in which conditions and helps build regime-aware portfolios.

How many years of data does the Alphameter backtest cover?

The Alphameter episode regime data goes back to 1996, giving up to 30 years of history for assets that existed then (like SPY, gold, and major forex pairs). Newer assets have shorter histories — Bitcoin from 2014, Ethereum from 2017, Solana from 2020. Each asset card shows its exact data range.

What is the episode regime logic?

Episode logic treats brief neutral dips within an ongoing directional regime as continuations of that episode, not genuine flips. Only 61 genuinely neutral days exist in 30 years of data. This means the backtest runs on pure risk-on and risk-off days only, removing the ambiguous middle — giving cleaner signal separation.

Which assets perform best in a risk-off episode?

Based on Alphameter episode regime data, strong risk-off performers include Gold (GLD at +13.8%/yr), Treasury bonds (TLT at +6.4%/yr), and Silver (SLV). These are classic flight-to-safety assets that benefit from genuine fear episodes. Each asset's exact annualised return by regime is shown on its card.

Which assets perform best in a risk-on episode?

Strong risk-on performers include Bitcoin (+110.6%/yr annualised during risk-on episodes), Oil (USO), Copper (CPER), and high-beta equities like SMH (semiconductors). These are growth and commodity assets that benefit most from confirmed risk appetite.

Does Bitcoin perform better in risk-on or risk-off?

Bitcoin shows dramatically higher annualised returns during risk-on episodes (+110.6%/yr vs -0.2%/yr risk-off). The episode filter is especially powerful here — it keeps you long BTC during genuine bull runs and avoids the brutal risk-off crashes. Bitcoin sits in the top performers across both regimes in absolute terms.

Disclaimer: Past performance does not guarantee future results. This backtest applies the Alphameter's episode regime classification retroactively to historical data. The regime thresholds were optimized over part of this period, which introduces look-ahead bias into the regime assignments themselves. Returns shown are raw daily return buckets — no transaction costs, spreads, or slippage are deducted. This is educational content — not financial advice. Always do your own research.