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v1.0.0 - S&P 500 Equity Selection System

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@pmatorras pmatorras released this 01 Dec 10:39
· 4 commits to master since this release
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v1.0.0 - S&P 500 Selection System & Backtesting

First major release of Financial-ML, a complete system for equity selection and backtesting using Random Forest and SEC EDGAR data.

Key Performance (vs SPY)

Metric Value
Sharpe Ratio 0.93
Annual Return 20.2%
Max Drawdown -22.9%
Alpha vs Random 1.72%
Win Rate 69.8%

Features

  • 100% Long-Only Strategy: Top 10% stocks, equal-weighted, monthly rebalancing
  • Transaction costs included: 10 bps per trade, ~0.5% annual drag from 42% turnover
  • Regime awareness: VIX-based features improve downside protection during volatile periods

Full Documentation: README.md