Adaptive Pro

Regime-adaptive — beat the index consistently

● Live

Win Rate Target

Beat the S&P 500 in 64% of rolling 12-month windows (backtest)

R:R Ratio

17.3% CAGR · +5.7% vs S&P · Sharpe 1.06

Hold Period

Weeks to months (monthly rebalance)

Trades / Day

Monthly rebalance

Summary

Reads the market regime each month and shifts between offensive growth and defensive posture. Backtested 17.3% CAGR with max drawdown -21.4% (vs -51.9% for the S&P 500). £1 → ~£19 over 18 years. Backtested on today's large-cap universe (survivorship-biased — treat as an upper bound); execution modelled at next-available prices with costs; not a guarantee of future results.

Why it works

Backtest: 17.3% CAGR, Sharpe 1.06, max drawdown -21.4% (vs -51.9% for the S&P 500). Beat the index in 64% of rolling 12-month windows. Backtested on today's large-cap universe (survivorship-biased — treat as an upper bound); execution modelled at next-available prices with costs; not a guarantee of future results.

Rules

01 Monthly regime classifier (trend + volatility) sets the posture
02 Risk-on: rotate into growth leaders; risk-off: defensive / reduced exposure
03 Drawdown control prioritised over raw return
04 Monthly rebalance; long-only US equities + ETFs

Best For

Investors who want to beat the index reliably with a smoother ride.

Asset Classes

US equities, ETFs

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