The Rate Tilt
Performance since launch
Backtest volatility
About this strategy
Rotates a candidate equity/ETF sleeve toward high- or low-beta-to-TLT names depending on TLT's own realized-vol regime, rebalanced weekly; TLT is a proxy only, never held.
How it works
- Agent triggers
Runs weekly on Mondays at 11:40 AM, indicating a new evaluation period. This timing is fixed, ensuring consistent weekly assessments.
- Computes its signals
It evaluates historical price movements of candidate funds against TLT to assess beta. It identifies whether to favor high-beta or low-beta candidates based on TLT's recent volatility.
- Sets the target portfolio
The target portfolio comprises an equal-weight slice of up to 6 selected candidates, rotating between high- and low-beta depending on TLT's volatility. At most 3 can be selected in any run.
- Executes orders
Your account trades toward the target, selling before buying, while staying within the platform's risk limits: stop-loss and daily loss thresholds you define.
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Backtests
* Backtest figures are simulated based on historical market data. Past performance is not indicative of future results.