Meta#92tier 1live in productionNew

ensemble

cadence: Dailydata: lowlong short
paper
2009
Source
#92 ensemble — DeMiguel-Garlappi-Uppal 2009 / Bryzgalova-Pelger-Zhu 2025 (multi-lane allocator).
Citation only — paper link pending.

What it checks

When no single strategy clearly wins, we combine the best three TA strategies with the best three alpha-family strategies — half-and-half — and use that blend as the champion. On stocks where every individual strategy was failing, the blend rescued 2 out of 3 of them.

Mechanism

Two-lane allocator that combines the Sharpe-weighted top-K from the TA-strategy bench (RSI/MACD/Bollinger/etc., 22 components) with the Sharpe-weighted top-K from the alpha-family bench (91 components, diversity-guarded). Each lane independently produces a blended position series; the allocator combines them with weight w_A (TA) + w_B (alpha) = 1, default 0.50/0.50. Reduces signal-specific failure modes by averaging over heterogeneous information sources at the same execution layer — TA captures price-pattern alpha, alpha-families capture event/fundamental/sentiment alpha, and the ensemble harvests both. Surfaces when neither bench produces a dominant single-strategy champion (cup_tier ≥ 2). On the May 2026 true-struggling cohort (46 tickers, no source cup_tier > 1) the ensemble + per-bench blends lifted cup_tier by an average of +1.43 levels on 65% of (ticker, profile) pairs.

Signal rule

position[t] = w_A · TA_blend(top_K_TA_strategies)[t] + w_B · alpha_blend(top_K_alpha_families)[t], clipped to [-1, +1]

Data dependencies

  • user_strategies

    Worker data table — see services/worker schema.

Expected edge

Paper alpha
Variance reduction via diversification; +0.21 avg cup-tier lift system-wide
Paper window
2026-05-15 production calibration on 615-ticker universe

Reduces variance vs single-strategy picks; on cohorts where no single strategy dominates, raises cup_tier by +0.2-1.5 levels.

Illustrative pattern only

NOT a backtest

Illustrative pattern only — see /app for live backtests and the actual current equity curve.

Related families

meta equal weightMeta

DeMiguel-Garlappi-Uppal (2009, RFS) "Optimal vs Naive Diversification" shows 1/N portfolio weighting is shockingly hard to beat out-of-sample once you account for estimation error in fancy optimization. We apply this at the alpha-family level: K=5 canonical sub-signals (SMA50/200 cross, RSI(14) mean-reversion, 20d-high breakout, 1m-vs-12m TSMOM-lite, 5d return reversion), each returns {-1, 0, +1}, the meta position is the mean clipped to [-1, +1] — buy when ≥3/5 agree long, short when ≥3/5 agree short.

meta regime routerMeta

Daniel-Moskowitz (2016, JFE) "Momentum Crashes" + Asness-Frazzini-Israel-Moskowitz "Factor Timing": different alpha sleeves work in different regimes. We classify the regime as TREND (VIX<20 AND SPY>200d MA), REVERSION (VIX>25 OR SPY<200d MA), or CRISIS (VIX>35 AND falling SPY) and route the position: trend follower when TREND, 5d-reversion when REVERSION, short-only TSMOM when CRISIS. Distinct from regime_overlay which only gates a single signal.

champion overlayMeta

Take this ticker's most recent user_strategies champion, replay its base position from the recorded indicator templates, then apply each Alpha Discovery V2 overlay filter on top: low-vol regime, earnings blackout, low FINRA short-pct, VIX contango, SPY uptrend, sector uptrend. Goal: surface cases where the existing champion would benefit from a regime/event/flow filter that the old finder doesn't apply.

champion overlay disagreementMeta

Bryzgalova, Pelger & Zhu (2025) Journal of Finance "Forest Through the Trees" — when an ensemble of model-derived signals disagrees on direction for the same asset, the disagreement itself is informative. High disagreement flags high regime-uncertainty rows where position size should be reduced or extremes faded. We compute per-ticker sign of every alpha-v2 champion's most recent backtested position, count sign-flips, and use that disagreement count as a long-side mean-reversion signal.

Explore ensemble 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