Real-World & Alternative DataExtended setlive in productionNew

downtrend-gated analyst dispersion short

Updated eventData needs: mediumshort only
paper
2002
Source
Diether, Malloy & Scherbina 2002, Differences of Opinion and the Cross Section of Stock Returns
Citation only, paper link pending.

In plain terms

When analysts strongly disagree about a company's earnings and the stock is already in a downtrend, the strategy bets the price falls further.

How it works

Stocks with high dispersion in analyst EPS forecasts earn low future returns (the Miller optimist-holds mechanism plus short-sale frictions). Because that overpricing unwinds reliably only in downtrends, this regime-conditioned variant gates the dispersion short to fire only when the name trades below its 200d SMA and sits flat in uptrends, rather than flipping direction.

Live results

0 times picked on its own · 23 times inside a blend (17 beat the stock) · updated 2026-06-06
This strategy is a frequent ingredient in blends that combine a few strategies on one stock. It has contributed to 23 such blended picks (17 of which beat simply holding the stock). Picking it on its own is only one of the ways it shows up.
How its picks scored vs. buy & hold
Each pick is graded on a recent year it was never tuned on, against simply owning the same stock
Where its edge concentrates
Share of picks in each company-size group that beat buy & hold
How often it trades
Active vs. patient. Bars on the left mean it waits for rare setups; bars on the right mean it trades often
Return vs. buy & hold
How much each pick beat or trailed simply owning the stock over the test year (extreme microcap moves trimmed)
Loading substrate evidence…

Data dependencies

  • Analyst estimates

    A data feed this strategy reads, refreshed on its normal schedule.

  • Daily prices

    Adjusted-close OHLCV for every US-listed ticker; primary price feed.

Expected edge

High analyst-forecast disagreement signals overpriced names whose decline materializes mainly in downtrends, so gating the short to bearish regimes captures the edge without fighting momentum melt-ups.

Related families

Explore downtrend-gated analyst dispersion short on alphactor.ai

See which tickers this family is currently firing on, with live signals and rankings.

For informational and educational purposes only. Not financial advice. Learn more