🎉
Summer Launch Special: Get 1 month free. Use code SUMMER_2026_1_MONTH at checkout. →
DASHBOARDS: Portfolio Hub Market Pulse Performance Compare Studio

SPMB

SPDR Portfolio Mortgage Backed Bond ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-09-10
Executive Summary
The quantitative backtest for SPMB (SPDR Portfolio Mortgage Backed Bond ETF) using the Excess Return MMA CA* strategy in a Trading context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -12.6% (compared to the benchmark's drawdown of -18.0%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 1.7%, compared to a Buy-and-Hold benchmark return of 2.1%. The strategy executed 114 total trades.

* Excess Return MMA CA: Multi-Moving Average (Triple-Band) model utilizing sophisticated long/short cross durations optimized against volatility, with a month-end dynamic Cash Alternative sleeve rotation.

🛡️ SPMB Drawdown Shield & Downside Protection

Why Drawdown Dictates Longevity →
Peak Drawdown Defense
-12.6% (vs -18.0% B&H)
+5.4% shallower drawdown
Drawdown Shield
5.4% Cut
Protected capital vs -18.0% B&H
Capital Sheltered from Risk
39.7% of Time
Earning Treasury yield during downturns
* Drawdown Shield demonstrates how systematic trend-following bounded historical drawdowns and protected principal capital compared to passive Buy & Hold.

📊 SPMB Quality Metrics & KPI Summary

Metric 1Y5Y10YFull
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
Max Drawdown-2.46%-3.18%-3.87%-17.28%-12.60%-18.03%-12.60%-18.03%
Sharpe Ratio0.650.070.82-0.010.260.130.360.31
Sortino Ratio0.780.100.97-0.020.200.150.310.35
CAGR1.77%0.28%2.70%-0.10%1.29%1.01%1.74%2.08%
% Time Invested56.0%100.0%40.3%100.0%49.5%100.0%60.3%100.0%
Trades / Year6.00.06.20.07.10.06.70.0

Cumulative Growth Performance

Loading Chart...
Hydrating Performance Trajectory... Loading historical performance data
Figure 1: Cumulative Trajectory Analysis. Logarithmic growth comparison of SPMB under the Excess Return MMA CA strategy (Trading) versus Buy & Hold. The strategy produced a 1.7% CAGR with a -12.6% Max Drawdown across 114 trade signals (compared to Buy & Hold's 2.1% CAGR and -18.0% Max Drawdown).

Return Distribution Analysis

Histogram of monthly return distribution for SPMB under Excess Return MMA CA strategy in Trading context, illustrating downside risk mitigation and return skewness.
Figure 2: Monthly Return Distribution Profile. Monthly return distribution for SPMB under Excess Return MMA CA (Trading). Visualizes return frequency, volatility clustering, and tail-risk truncation relative to standard buy-and-hold returns.
Loading...
Loading Top Diversifiers for SPMB...

Top 5 non-correlated asset sleeves evaluated on 1Y daily percentage returns (Pearson r). Compare them side-by-side in Compare Studio to analyze portfolio diversification.

Diversifier Asset Category 1Y Correlation (r) Action
Loading top diversifier assets...

Trade History

This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
🔒 Active Positions & Recent Execution Signals Hidden
Trading on delayed data carries high execution risk. Current allocations, pending next-day rebalances, and active execution signals (last 60 days) require a Premium subscription.
Subscribe to Unlock
2026-05-14 2026-06-18 Interest (FLOT) 33.33% $1.00 $1.00 0.41% Interest Income
2025-08-28 2026-05-19 Completed 33.33% $21.25 $21.66 1.87% Signal
2026-04-23 2026-05-14 Completed 33.33% $22.10 $22.00 -0.54% Signal
2026-03-30 2026-05-01 Interest (BIL) 33.33% $1.00 $1.00 0.33% Interest Income
2026-03-23 2026-04-23 Interest (BIL) 33.33% $1.00 $1.00 0.29% Interest Income
2026-01-14 2026-03-30 Completed 33.33% $21.99 $21.89 -0.50% Signal
2026-01-21 2026-03-23 Completed 33.33% $21.90 $21.84 -0.32% Signal
2025-12-26 2026-01-21 Interest (FLOT) 33.33% $1.00 $1.00 0.26% Interest Income
2025-12-09 2026-01-14 Interest (FLOT) 33.33% $1.00 $1.00 0.42% Interest Income
2025-12-17 2025-12-26 Completed 33.33% $21.80 $21.90 0.41% Signal
2025-11-19 2025-12-17 Interest (FLOT) 33.33% $1.00 $1.00 0.38% Interest Income
2025-06-27 2025-12-09 Completed 33.33% $20.95 $21.78 3.91% Signal
2025-08-22 2025-11-19 Completed 33.33% $21.11 $21.73 2.90% Signal
2025-07-18 2025-08-28 Interest (FLOT) 33.33% $1.00 $1.01 0.53% Interest Income
2025-07-31 2025-08-22 Interest (FLOT) 33.33% $1.00 $1.00 0.31% Interest Income
2025-06-24 2025-07-31 Completed 33.33% $20.82 $20.95 0.58% Signal
2025-04-23 2025-07-18 Completed 33.33% $20.56 $20.83 1.25% Signal
2025-06-03 2025-06-27 Interest (FLOT) 33.33% $1.00 $1.00 0.39% Interest Income
2025-06-03 2025-06-24 Interest (FLOT) 33.33% $1.00 $1.00 0.32% Interest Income
2025-05-02 2025-06-02 Interest (SHV) 33.33% $1.00 $1.00 0.32% Interest Income
2025-05-02 2025-06-02 Interest (SHV) 33.33% $1.00 $1.00 0.32% Interest Income
2025-05-01 2025-05-01 Interest (FLOT) 33.33% $1.00 $1.00 -0.02% Interest Income
2025-04-14 2025-05-01 Interest (FLOT) 33.33% $1.00 $1.01 1.11% Interest Income
2025-02-26 2025-05-01 Completed 33.33% $20.66 $20.87 0.97% Signal
2024-12-20 2025-04-23 Interest (FLOT) 33.33% $1.00 $1.01 1.29% Interest Income
2025-02-07 2025-04-14 Completed 33.33% $20.39 $20.51 0.52% Signal
2024-10-23 2025-02-26 Interest (FLOT) 33.33% $1.00 $1.02 1.95% Interest Income
2024-12-30 2025-02-07 Interest (FLOT) 33.33% $1.00 $1.01 0.54% Interest Income
2024-12-10 2024-12-30 Completed 33.33% $20.60 $20.20 -1.98% Signal
2024-08-06 2024-12-20 Completed 33.33% $20.53 $20.16 -1.84% Signal
2024-10-11 2024-12-10 Interest (FLOT) 33.33% $1.00 $1.01 0.98% Interest Income
2024-06-10 2024-10-23 Completed 33.33% $19.57 $20.30 3.64% Signal
2024-05-21 2024-10-11 Completed 33.33% $19.61 $20.52 4.60% Signal
2024-08-02 2024-08-06 Interest (SHV) 33.33% $1.00 $1.00 0.09% Interest Income
2024-05-08 2024-08-01 Interest (FLOT) 33.33% $1.00 $1.01 1.33% Interest Income
2024-02-20 2024-06-10 Interest (FLOT) 33.33% $1.00 $1.02 2.05% Interest Income
2024-04-09 2024-05-21 Interest (FLOT) 33.33% $1.00 $1.01 0.71% Interest Income
2024-01-24 2024-05-08 Completed 33.33% $19.65 $19.45 -1.06% Signal
2024-03-25 2024-04-09 Completed 33.33% $19.68 $19.52 -0.87% Signal
2024-01-29 2024-03-25 Interest (FLOT) 33.33% $1.00 $1.01 1.13% Interest Income
2023-11-30 2024-02-20 Completed 33.33% $19.14 $19.50 1.79% Signal
2023-11-15 2024-01-29 Completed 33.33% $18.77 $19.65 4.65% Signal
2023-06-02 2024-01-24 Interest (FLOT) 33.33% $1.00 $1.04 4.19% Interest Income
2023-06-02 2023-11-30 Interest (FLOT) 33.33% $1.00 $1.03 3.14% Interest Income
2023-06-02 2023-11-15 Interest (FLOT) 33.33% $1.00 $1.03 2.89% Interest Income
2023-05-24 2023-06-01 Interest (SHV) 33.33% $1.00 $1.00 0.16% Interest Income
2023-05-15 2023-06-01 Interest (SHV) 33.33% $1.00 $1.00 0.23% Interest Income
2023-05-03 2023-06-01 Interest (SHV) 33.33% $1.00 $1.00 0.37% Interest Income
2023-04-14 2023-05-24 Completed 33.33% $19.53 $19.29 -1.23% Signal
2023-02-13 2023-05-15 Completed 33.33% $19.35 $19.51 0.75% Signal
2023-03-28 2023-05-03 Completed 33.33% $19.39 $19.66 1.34% Signal
2023-04-04 2023-04-14 Interest (SHV) 33.33% $1.00 $1.00 0.16% Interest Income
2023-03-03 2023-04-03 Interest (FLOT) 33.33% $1.00 $1.00 -0.29% Interest Income
2023-02-23 2023-03-28 Interest (FLOT) 33.33% $1.00 $0.99 -0.63% Interest Income
2022-12-02 2023-03-03 Completed 33.33% $19.11 $18.93 -0.98% Signal
2023-02-08 2023-02-23 Completed 33.33% $19.42 $19.08 -1.81% Signal
2022-12-02 2023-02-13 Interest (FLOT) 33.33% $1.00 $1.02 1.67% Interest Income
2023-01-17 2023-02-08 Interest (FLOT) 33.33% $1.00 $1.01 0.66% Interest Income
2022-11-17 2023-01-17 Completed 33.33% $18.80 $19.51 3.70% Signal
2022-10-04 2022-12-02 Interest (BIL) 33.33% $1.00 $1.01 0.52% Interest Income
2022-10-04 2022-12-01 Interest (BIL) 33.33% $1.00 $1.01 0.52% Interest Income
2022-10-04 2022-11-17 Interest (BIL) 33.33% $1.00 $1.00 0.37% Interest Income
2022-09-13 2022-10-03 Interest (FLOT) 33.33% $1.00 $1.00 -0.28% Interest Income
2022-09-02 2022-10-03 Interest (FLOT) 33.33% $1.00 $1.00 -0.05% Interest Income
2022-09-02 2022-10-03 Interest (FLOT) 33.33% $1.00 $1.00 -0.05% Interest Income
2022-08-01 2022-09-13 Completed 33.33% $20.30 $19.15 -5.73% Signal
2022-08-31 2022-09-01 Interest (BIL) 33.33% $1.00 $1.00 0.04% Interest Income
2022-03-02 2022-09-01 Interest (BIL) 33.33% $1.00 $1.00 0.37% Interest Income
2022-07-19 2022-08-31 Completed 33.33% $19.76 $19.60 -0.88% Signal
2022-03-02 2022-08-01 Interest (BIL) 33.33% $1.00 $1.00 0.16% Interest Income
2022-06-17 2022-07-19 Interest (BIL) 33.33% $1.00 $1.00 0.03% Interest Income
2022-06-01 2022-06-17 Completed 33.33% $19.93 $19.27 -3.36% Signal
2022-03-02 2022-06-01 Interest (BIL) 33.33% $1.00 $1.00 0.04% Interest Income
2022-01-04 2022-03-01 Interest (FLOT) 33.33% $1.00 $1.00 0.01% Interest Income
2022-01-04 2022-03-01 Interest (FLOT) 33.33% $1.00 $1.00 0.01% Interest Income
2022-01-04 2022-03-01 Interest (FLOT) 33.33% $1.00 $1.00 0.01% Interest Income
2021-11-10 2022-01-03 Interest (BIL) 33.33% $1.00 $1.00 -0.01% Interest Income
2021-11-02 2022-01-03 Interest (BIL) 33.33% $1.00 $1.00 -0.03% Interest Income
2021-11-02 2022-01-03 Interest (BIL) 33.33% $1.00 $1.00 -0.03% Interest Income
2021-08-24 2021-11-10 Completed 33.33% $21.71 $21.64 -0.36% Signal
2021-09-30 2021-11-01 Interest (FLOT) 33.33% $1.00 $1.00 -0.12% Interest Income
2021-09-27 2021-11-01 Interest (FLOT) 33.33% $1.00 $1.00 0.02% Interest Income
2021-09-22 2021-09-30 Completed 33.33% $21.69 $21.60 -0.48% Signal
2021-07-26 2021-09-27 Completed 33.33% $21.74 $21.63 -0.53% Signal
2021-09-02 2021-09-22 Interest (FLOT) 33.33% $1.00 $1.00 0.02% Interest Income
2021-08-30 2021-09-01 Interest (SHV) 33.33% $1.00 $1.00 0.00% Interest Income
2021-07-15 2021-08-30 Completed 33.33% $21.68 $21.73 0.19% Signal
2021-08-03 2021-08-24 Interest (SHV) 33.33% $1.00 $1.00 -0.02% Interest Income
2021-05-04 2021-08-02 Interest (FLOT) 33.33% $1.00 $1.00 0.14% Interest Income
2021-06-16 2021-07-26 Interest (FLOT) 33.33% $1.00 $1.00 -0.01% Interest Income
2021-05-25 2021-07-15 Interest (FLOT) 33.33% $1.00 $1.00 0.05% Interest Income
2021-05-11 2021-06-16 Completed 33.33% $21.66 $21.61 -0.26% Signal
2021-04-23 2021-05-25 Completed 33.33% $21.69 $21.62 -0.37% Signal
2021-05-04 2021-05-11 Interest (FLOT) 33.33% $1.00 $1.00 0.02% Interest Income
2021-04-05 2021-05-03 Interest (BIL) 33.33% $1.00 $1.00 -0.01% Interest Income
2021-04-05 2021-05-03 Interest (BIL) 33.33% $1.00 $1.00 -0.01% Interest Income
2021-04-05 2021-04-23 Interest (BIL) 33.33% $1.00 $1.00 -0.01% Interest Income
2021-03-17 2021-04-01 Interest (FLOT) 33.33% $1.00 $1.00 -0.04% Interest Income
2021-02-26 2021-04-01 Interest (FLOT) 33.33% $1.00 $1.00 -0.11% Interest Income
2021-02-24 2021-04-01 Interest (FLOT) 33.33% $1.00 $1.00 -0.13% Interest Income
2021-02-08 2021-03-17 Completed 33.33% $21.93 $21.59 -1.60% Signal
2021-01-11 2021-02-26 Completed 33.33% $21.86 $21.70 -0.78% Signal
2020-12-24 2021-02-24 Completed 33.33% $21.86 $21.70 -0.78% Signal
2021-01-14 2021-02-08 Interest (FLOT) 33.33% $1.00 $1.00 0.12% Interest Income
2020-12-30 2021-01-14 Completed 33.33% $21.88 $21.85 -0.16% Signal
2020-12-16 2021-01-11 Interest (FLOT) 33.33% $1.00 $1.00 0.09% Interest Income
2020-12-04 2020-12-30 Interest (FLOT) 33.33% $1.00 $1.00 0.05% Interest Income
2020-12-02 2020-12-24 Interest (FLOT) 33.33% $1.00 $1.00 0.03% Interest Income
2020-12-07 2020-12-16 Completed 33.33% $21.85 $21.85 -0.05% Signal
2020-12-02 2020-12-07 Interest (FLOT) 33.33% $1.00 $1.00 -0.02% Interest Income
2020-04-06 2020-12-04 Completed 33.33% $21.51 $21.85 1.55% Signal
2020-11-27 2020-12-02 Completed 33.33% $21.83 $21.84 -0.00% Signal
2020-11-03 2020-12-01 Interest (BIL) 33.33% $1.00 $1.00 -0.02% Interest Income
2020-11-03 2020-11-27 Interest (BIL) 33.33% $1.00 $1.00 -0.01% Interest Income
2020-10-26 2020-11-03 Completed 33.33% $21.81 $21.83 0.04% Signal
2020-09-29 2020-11-02 Interest (FLOT) 33.33% $1.00 $1.00 0.00% Interest Income
2020-09-15 2020-10-26 Interest (FLOT) 33.33% $1.00 $1.00 0.02% Interest Income
2020-08-10 2020-09-29 Completed 33.33% $21.92 $21.82 -0.49% Signal
2020-07-28 2020-09-15 Completed 33.33% $21.72 $21.84 0.51% Signal
2020-07-17 2020-08-10 Interest (FLOT) 33.33% $1.00 $1.00 0.25% Interest Income
2020-07-02 2020-07-28 Interest (FLOT) 33.33% $1.00 $1.00 0.12% Interest Income
2020-04-06 2020-07-17 Completed 33.33% $21.51 $21.75 1.07% Signal
2020-04-08 2020-07-02 Completed 33.33% $21.79 $21.76 -0.21% Signal
2020-03-13 2020-04-08 Interest (SHV) 33.33% $1.00 $1.00 0.14% Interest Income
2020-03-13 2020-04-06 Interest (SHV) 33.33% $1.00 $1.00 0.08% Interest Income
2020-03-13 2020-04-06 Interest (SHV) 33.33% $1.00 $1.00 0.08% Interest Income
2020-01-27 2020-03-13 Completed 33.33% $21.12 $19.67 -6.92% Stop
2019-12-09 2020-03-13 Completed 33.33% $20.98 $19.67 -6.31% Stop
2019-01-23 2020-03-13 Completed 33.33% $19.80 $19.67 -0.70% Stop
2020-01-02 2020-01-27 Interest (FLOT) 33.33% $1.00 $1.00 0.26% Interest Income
2019-11-21 2020-01-02 Completed 33.33% $20.92 $20.98 0.25% Signal
2019-11-14 2019-12-09 Interest (FLOT) 33.33% $1.00 $1.00 0.15% Interest Income
2019-10-30 2019-11-21 Interest (FLOT) 33.33% $1.00 $1.00 0.09% Interest Income
2018-12-10 2019-11-14 Completed 33.33% $19.59 $20.89 6.60% Signal
2019-10-25 2019-10-30 Completed 33.33% $20.90 $20.84 -0.36% Signal
2019-10-03 2019-10-25 Interest (FLOT) 33.33% $1.00 $1.00 0.20% Interest Income
2019-05-30 2019-10-03 Completed 33.33% $20.35 $20.90 2.68% Signal
2019-05-07 2019-05-30 Interest (FLOT) 33.33% $1.00 $1.00 0.04% Interest Income
2018-12-03 2019-05-07 Completed 33.33% $19.41 $20.31 4.58% Signal
2018-12-04 2019-01-23 Interest (SHV) 33.33% $1.00 $1.00 0.35% Interest Income
2018-12-04 2018-12-10 Interest (SHV) 33.33% $1.00 $1.00 0.04% Interest Income
2018-11-02 2018-12-03 Interest (BIL) 33.33% $1.00 $1.00 0.16% Interest Income
2018-11-02 2018-12-03 Interest (BIL) 33.33% $1.00 $1.00 0.16% Interest Income
2018-11-02 2018-12-03 Interest (BIL) 33.33% $1.00 $1.00 0.16% Interest Income
2018-10-10 2018-11-01 Interest (FLOT) 33.33% $1.00 $1.00 0.03% Interest Income
2018-09-26 2018-11-01 Interest (FLOT) 33.33% $1.00 $1.00 0.11% Interest Income
2018-09-19 2018-11-01 Interest (FLOT) 33.33% $1.00 $1.00 0.13% Interest Income
2018-08-27 2018-10-10 Completed 33.33% $19.50 $19.21 -1.53% Signal
2018-06-28 2018-09-26 Completed 33.33% $19.38 $19.31 -0.37% Signal
2018-08-29 2018-09-19 Completed 33.33% $19.45 $19.32 -0.71% Signal
2018-08-07 2018-08-29 Interest (FLOT) 33.33% $1.00 $1.00 0.24% Interest Income
2017-12-28 2018-08-27 Interest (FLOT) 33.33% $1.00 $1.02 1.71% Interest Income
2018-06-07 2018-08-07 Completed 33.33% $19.23 $19.38 0.73% Signal
2018-05-08 2018-06-28 Interest (FLOT) 33.33% $1.00 $1.00 0.27% Interest Income
2018-04-27 2018-06-07 Interest (FLOT) 33.33% $1.00 $1.00 0.21% Interest Income
2018-04-16 2018-05-08 Completed 33.33% $19.32 $19.23 -0.53% Signal
2018-03-26 2018-04-27 Completed 33.33% $19.28 $19.20 -0.46% Signal
2017-10-20 2018-04-16 Interest (FLOT) 33.33% $1.00 $1.01 0.90% Interest Income
2017-12-06 2018-03-26 Interest (FLOT) 33.33% $1.00 $1.01 0.52% Interest Income
2017-05-10 2017-12-28 Completed 33.33% $19.35 $19.55 0.97% Signal
2017-11-22 2017-12-06 Completed 33.33% $19.56 $19.59 0.13% Signal
2017-10-05 2017-11-22 Interest (FLOT) 33.33% $1.00 $1.00 0.24% Interest Income
2017-08-18 2017-10-20 Completed 33.33% $19.57 $19.57 -0.06% Signal
2017-08-03 2017-10-05 Completed 33.33% $19.51 $19.59 0.36% Signal
2017-07-18 2017-08-18 Interest (FLOT) 33.33% $1.00 $1.00 0.13% Interest Income
2017-07-05 2017-08-03 Interest (FLOT) 33.33% $1.00 $1.00 0.23% Interest Income
2017-04-18 2017-07-18 Completed 33.33% $19.40 $19.46 0.24% Signal
2017-06-13 2017-07-05 Completed 33.33% $19.47 $19.33 -0.77% Signal
2017-05-19 2017-06-13 Interest (FLOT) 33.33% $1.00 $1.00 0.12% Interest Income
2017-04-06 2017-05-19 Completed 33.33% $19.35 $19.47 0.55% Signal
2017-05-02 2017-05-10 Interest (FLOT) 33.33% $1.00 $1.00 0.00% Interest Income
2017-04-04 2017-05-01 Interest (BIL) 33.33% $1.00 $1.00 0.06% Interest Income
2017-04-04 2017-04-18 Interest (BIL) 33.33% $1.00 $1.00 0.02% Interest Income
2017-04-04 2017-04-06 Interest (BIL) 33.33% $1.00 $1.00 0.00% Interest Income
2017-03-21 2017-04-03 Interest (FLOT) 33.33% $1.00 $1.00 -0.07% Interest Income
2017-03-14 2017-04-03 Interest (FLOT) 33.33% $1.00 $1.00 -0.05% Interest Income
2016-12-02 2017-04-03 Interest (FLOT) 33.33% $1.00 $1.00 0.45% Interest Income
2017-02-03 2017-03-21 Completed 33.33% $19.20 $19.18 -0.17% Signal
2017-01-17 2017-03-14 Completed 33.33% $19.22 $18.99 -1.23% Signal
2016-11-09 2017-02-03 Interest (FLOT) 33.33% $1.00 $1.00 0.42% Interest Income
2016-11-02 2017-01-17 Interest (FLOT) 33.33% $1.00 $1.00 0.26% Interest Income
2015-09-29 2016-12-02 Completed 33.33% $18.94 $19.10 0.81% Signal
2016-01-08 2016-11-09 Completed 33.33% $19.04 $19.49 2.32% Signal
2016-10-26 2016-11-01 Interest (BIL) 33.33% $1.00 $1.00 0.02% Interest Income
2016-04-14 2016-10-26 Completed 33.33% $19.26 $19.58 1.60% Signal
2016-04-04 2016-04-14 Interest (FLOT) 33.33% $1.00 $1.00 0.14% Interest Income
2016-03-22 2016-04-01 Interest (BIL) 33.33% $1.00 $1.00 0.00% Interest Income
2015-12-15 2016-03-22 Completed 33.33% $18.93 $19.20 1.37% Signal
2015-11-19 2016-01-08 Interest (FLOT) 33.33% $1.00 $1.00 0.14% Interest Income
2015-11-06 2015-12-15 Interest (FLOT) 33.33% $1.00 $1.00 0.05% Interest Income
2015-08-03 2015-11-19 Completed 33.33% $18.83 $18.89 0.26% Signal
2015-07-22 2015-11-06 Completed 33.33% $18.68 $18.92 1.23% Signal
2015-09-02 2015-09-29 Interest (SHV) 33.33% $1.00 $1.00 0.03% Interest Income
2015-08-04 2015-09-01 Interest (BIL) 33.33% $1.00 $1.00 -0.00% Interest Income
2015-07-13 2015-08-03 Interest (SHV) 33.33% $1.00 $1.00 -0.01% Interest Income
2015-07-02 2015-08-03 Interest (SHV) 33.33% $1.00 $1.00 -0.01% Interest Income
2015-07-02 2015-07-22 Interest (SHV) 33.33% $1.00 $1.00 -0.00% Interest Income
2013-11-13 2015-07-13 Completed 33.33% $17.66 $18.67 5.68% Signal
2015-05-22 2015-07-01 Interest (FLOT) 33.33% $1.00 $1.00 -0.07% Interest Income
2015-05-11 2015-07-01 Interest (FLOT) 33.33% $1.00 $1.00 0.01% Interest Income
2014-05-07 2015-05-22 Completed 33.33% $18.06 $18.71 3.51% Signal
2015-03-25 2015-05-11 Completed 33.33% $18.96 $18.90 -0.36% Signal
2015-03-03 2015-03-25 Interest (FLOT) 33.33% $1.00 $1.00 0.10% Interest Income
2015-02-04 2015-03-03 Completed 33.33% $18.70 $18.84 0.69% Signal
2015-02-03 2015-02-04 Interest (SHV) 33.33% $1.00 $1.00 0.01% Interest Income
2015-01-12 2015-02-02 Interest (BIL) 33.33% $1.00 $1.00 0.00% Interest Income
2014-10-16 2015-01-12 Completed 33.33% $18.62 $18.68 0.27% Signal
2014-10-02 2014-10-16 Interest (FLOT) 33.33% $1.00 $1.00 -0.06% Interest Income
2014-09-24 2014-10-01 Interest (SHV) 33.33% $1.00 $1.00 -0.01% Interest Income
2014-08-29 2014-09-24 Completed 33.33% $18.32 $18.24 -0.49% Signal
2014-08-07 2014-08-29 Interest (FLOT) 33.33% $1.00 $1.00 0.00% Interest Income
2014-04-23 2014-08-07 Completed 33.33% $17.95 $18.25 1.63% Signal
2014-05-02 2014-05-07 Interest (FLOT) 33.33% $1.00 $1.00 -0.04% Interest Income
2014-04-14 2014-05-01 Interest (SHV) 33.33% $1.00 $1.00 0.00% Interest Income
2014-04-02 2014-04-23 Interest (SHV) 33.33% $1.00 $1.00 0.00% Interest Income
2014-01-28 2014-04-14 Completed 33.33% $17.77 $18.01 1.26% Signal
2014-03-27 2014-04-01 Interest (FLOT) 33.33% $1.00 $1.00 -0.06% Interest Income
2014-01-17 2014-03-27 Completed 33.33% $17.73 $17.88 0.76% Signal
2014-01-03 2014-01-28 Interest (FLOT) 33.33% $1.00 $1.00 -0.02% Interest Income
2014-01-03 2014-01-17 Interest (FLOT) 33.33% $1.00 $1.00 0.00% Interest Income
2013-12-12 2014-01-02 Interest (BIL) 33.33% $1.00 $1.00 -0.04% Interest Income
2013-12-03 2014-01-02 Interest (BIL) 33.33% $1.00 $1.00 -0.02% Interest Income
2013-10-07 2013-12-12 Completed 33.33% $17.67 $17.60 -0.45% Signal
2013-11-29 2013-12-02 Interest (FLOT) 33.33% $1.00 $1.00 0.04% Interest Income
2013-09-26 2013-11-29 Completed 33.33% $17.64 $17.66 0.07% Signal
2013-08-02 2013-11-13 Interest (FLOT) 33.33% $1.00 $1.00 0.14% Interest Income
2013-09-13 2013-10-07 Interest (FLOT) 33.33% $1.00 $1.00 0.11% Interest Income
2013-08-30 2013-09-26 Interest (FLOT) 33.33% $1.00 $1.00 0.08% Interest Income
2013-08-26 2013-09-13 Completed 33.33% $17.34 $17.31 -0.25% Signal
2013-08-05 2013-08-30 Completed 33.33% $17.45 $17.42 -0.24% Signal
2013-08-02 2013-08-26 Interest (FLOT) 33.33% $1.00 $1.00 -0.00% Interest Income
2013-08-02 2013-08-05 Interest (FLOT) 33.33% $1.00 $1.00 0.02% Interest Income
2013-07-02 2013-08-01 Interest (SHV) 33.33% $1.00 $1.00 0.00% Interest Income
2013-07-02 2013-08-01 Interest (SHV) 33.33% $1.00 $1.00 -0.00% Interest Income
2013-07-02 2013-08-01 Interest (SHV) 33.33% $1.00 $1.00 0.00% Interest Income
2013-05-28 2013-07-01 Interest (FLOT) 33.33% $1.00 $1.00 -0.18% Interest Income
2013-05-28 2013-07-01 Interest (FLOT) 33.33% $1.00 $1.00 -0.18% Interest Income
2013-05-15 2013-07-01 Interest (FLOT) 33.33% $1.00 $1.00 -0.10% Interest Income
2013-05-22 2013-05-28 Completed 33.33% $17.77 $17.65 -0.68% Signal
2013-04-03 2013-05-28 Completed 33.33% $17.87 $17.65 -1.26% Signal
2013-01-03 2013-05-22 Interest (FLOT) 33.33% $1.00 $1.00 0.39% Interest Income
2013-03-11 2013-05-15 Completed 33.33% $17.76 $17.83 0.38% Signal
2013-02-07 2013-04-03 Interest (FLOT) 33.33% $1.00 $1.00 0.15% Interest Income
2013-01-25 2013-03-11 Interest (FLOT) 33.33% $1.00 $1.00 0.19% Interest Income
2013-01-08 2013-02-07 Completed 33.33% $17.88 $17.80 -0.50% Signal
2012-12-20 2013-01-25 Completed 33.33% $17.86 $17.77 -0.53% Signal
2013-01-03 2013-01-08 Interest (FLOT) 33.33% $1.00 $1.00 0.04% Interest Income
2012-12-31 2013-01-02 Interest (SHV) 33.33% $1.00 $1.00 -0.00% Interest Income
2012-12-04 2013-01-02 Interest (SHV) 33.33% $1.00 $1.00 0.03% Interest Income
2011-04-21 2012-12-31 Completed 33.33% $16.69 $17.89 7.14% Signal
2012-12-04 2012-12-20 Interest (SHV) 33.33% $1.00 $1.00 0.03% Interest Income
2012-11-09 2012-12-03 Interest (FLOT) 33.33% $1.00 $0.99 -0.51% Interest Income
2012-10-23 2012-12-03 Interest (FLOT) 33.33% $1.00 $0.99 -0.52% Interest Income
2012-10-04 2012-11-09 Completed 33.33% $17.94 $17.88 -0.37% Signal
2012-09-18 2012-10-23 Completed 33.33% $17.97 $17.87 -0.60% Signal
2012-09-12 2012-10-04 Interest (FLOT) 33.33% $1.00 $1.01 0.54% Interest Income
2012-08-22 2012-09-18 Interest (FLOT) 33.33% $1.00 $1.00 0.30% Interest Income
2011-12-05 2012-09-12 Completed 33.33% $17.43 $17.89 2.60% Signal
2012-04-17 2012-08-22 Completed 33.33% $17.76 $17.86 0.53% Signal
2012-03-23 2012-04-17 Interest (FLOT) 33.33% $1.00 $1.00 -0.02% Interest Income
2011-11-11 2012-03-23 Completed 33.33% $17.34 $17.65 1.77% Signal
2011-12-02 2011-12-05 Interest (SHV) 33.33% $1.00 $1.00 0.00% Interest Income
2011-10-21 2011-12-01 Interest (BIL) 33.33% $1.00 $1.00 -0.04% Interest Income
2011-10-07 2011-11-11 Interest (BIL) 33.33% $1.00 $1.00 0.02% Interest Income
2011-02-17 2011-10-21 Completed 33.33% $16.41 $17.37 5.78% Signal
2011-08-02 2011-10-07 Completed 33.33% $17.18 $17.36 1.01% Signal
2011-07-11 2011-08-02 Interest (SHV) 33.33% $1.00 $1.00 -0.05% Interest Income
2011-03-10 2011-07-11 Completed 33.33% $16.60 $17.08 2.85% Signal
2011-04-04 2011-04-21 Interest (SHV) 33.33% $1.00 $1.00 0.02% Interest Income
2011-03-02 2011-04-01 Interest (BIL) 33.33% $1.00 $1.00 0.00% Interest Income
2011-03-02 2011-03-10 Interest (BIL) 33.33% $1.00 $1.00 0.00% Interest Income
2011-02-15 2011-03-01 Interest (SHV) 33.33% $1.00 $1.00 -0.02% Interest Income
2011-01-31 2011-03-01 Interest (SHV) 33.33% $1.00 $1.00 -0.00% Interest Income
2011-01-04 2011-02-17 Interest (SHV) 33.33% $1.00 $1.00 0.01% Interest Income
2011-01-21 2011-02-15 Completed 33.33% $16.41 $16.38 -0.20% Signal
2010-01-27 2011-01-31 Completed 33.33% $15.75 $16.49 4.60% Signal
2011-01-04 2011-01-21 Interest (SHV) 33.33% $1.00 $1.00 -0.02% Interest Income
2010-12-15 2011-01-03 Interest (BIL) 33.33% $1.00 $1.00 0.00% Interest Income
2010-11-29 2011-01-03 Interest (BIL) 33.33% $1.00 $1.00 0.00% Interest Income
2010-10-21 2010-12-15 Completed 33.33% $16.62 $16.28 -2.10% Signal
2010-10-14 2010-11-29 Completed 33.33% $16.68 $16.68 -0.07% Signal
2010-09-24 2010-10-21 Interest (SHV) 33.33% $1.00 $1.00 -0.00% Interest Income
2010-09-10 2010-10-14 Interest (SHV) 33.33% $1.00 $1.00 0.04% Interest Income
2010-02-17 2010-09-24 Completed 33.33% $15.86 $16.39 3.32% Signal
2010-05-07 2010-09-10 Completed 33.33% $15.99 $16.44 2.76% Signal
2010-04-15 2010-05-07 Interest (BIL) 33.33% $1.00 $1.00 0.04% Interest Income
2010-02-02 2010-04-15 Completed 33.33% $15.80 $15.83 0.17% Signal
2010-02-02 2010-02-17 Interest (BIL) 33.33% $1.00 $1.00 0.02% Interest Income
2010-01-04 2010-02-02 Interest (SHV) 33.33% $1.00 $1.00 0.00% Interest Income
2010-01-04 2010-02-01 Interest (SHV) 33.33% $1.00 $1.00 0.00% Interest Income
2010-01-04 2010-01-27 Interest (SHV) 33.33% $1.00 $1.00 0.03% Interest Income
2009-08-12 2010-01-04 Completed 33.33% $15.29 $15.48 1.20% Stop
2009-08-12 2010-01-04 Completed 33.33% $15.29 $15.48 1.20% Stop
2009-08-12 2010-01-04 Completed 33.33% $15.29 $15.48 1.20% Stop
2009-08-10 2009-08-12 Interest (BIL) 33.33% $1.00 $1.00 0.00% Interest Income
2009-08-10 2009-08-12 Interest (BIL) 33.33% $1.00 $1.00 0.00% Interest Income
2009-08-10 2009-08-12 Interest (BIL) 33.33% $1.00 $1.00 0.00% Interest Income

Next Steps: Portfolio Integration & Comparative Analysis

Single-ticker trend following is designed to truncate tail risk inside a broader portfolio. View where SPMB ranks across 40+ tracked assets, evaluate correlation against non-correlated diversifiers, or model it inside a custom all-weather asset mix.

📊 View Full 40-Asset Backtest Matrix → 🛠️ Build Custom Portfolio with SPMB → ⚖️ Compare SPMB vs Non-Correlated Assets →