Price & Market BehaviorExtended setexperimental liveNew

Borrow Rate Level Short

Updated dailyData needs: lowshort only
paper
2014
Source
Drechsler, I., Drechsler, Q.F. (2014). "The Shorting Premium and Asset Pricing Anomalies." NBER w20282.
Read the paper →

In plain terms

When the cost to short a stock annualizes above 10% (hard-to-borrow), the stock tends to underperform by roughly 3-4% per month. Short these expensive-to-borrow names for the next 4-12 weeks.

How it works

Stocks that are expensive-to-borrow earn -3.7%/month abnormal return — the shorting premium of Drechsler-Drechsler 2014. The expensive borrow signals binding short-sale constraints; the costlier the borrow, the more the bearish belief is kept out of price, leaving the optimist tail to dominate.

Live results

4 times picked on its own · 18 times inside a blend (16 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 18 such blended picks (16 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)
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Data dependencies

  • Daily prices

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

  • Stock borrow rates

    Daily borrow-fee curve from prime-broker feeds.

Expected edge

Reported return
-3.7%/month
Tested over
T+1 to T+60d

-3.7%/month abnormal on top-tier hard-to-borrow names (Drechsler-Drechsler 2014).

Example tickers where this is likely to fire

Illustrative only, the signal fires based on the live data, not a fixed list.

Related families

Explore Borrow Rate Level 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