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Portfolio Strategy

RAMEP

Walk-forward

Risk-Adjusted Macro Equity Protocol

Rebalancing
Quarterly
Universe
13 ETFs
As of
...

The Strategy

RAMEP (Risk-Adjusted Macro Equity Protocol) is a systematic multi-asset strategy that allocates across 13 ETFs spanning equities, fixed income, emerging markets, commodities, and inflation-protected bonds. It sizes positions to balance expected return against risk while managing overall portfolio volatility.

The allocation stays diversified across asset classes and adjusts as market conditions change. Weights are set systematically with no discretionary input, and rebalancing occurs quarterly.

Walk-Forward Test Active Starting December 1, 2025, this strategy is being tested with market data in a walk-forward framework. All historical data before this date represents backtested performance. The vertical marker in the chart indicates the start of the walk-forward period.

How It Works

On the last trading day of each quarter, RAMEP recalculates its target allocation with a quantitative model and rebuilds the portfolio for the quarter ahead.

The dashboard displays both backtested and live performance. The purple vertical line marks December 1, 2025, the start of the walk-forward test. Data to the left is historical backtesting; data to the right is hypothetical out-of-sample performance.

13
ETF Universe
Managed
Volatility Target
Quarterly
Rebalancing

Simulation Settings

Set your start date and initial capital to configure your portfolio. RAMEP requires an initial warm-up period before it can be fully invested. During this initial period, capital remains uninvested.

Model Performance

Drawdown

Peak-to-trough decline

Historical Allocation

Model Value
--
--
YTD Return
--
Benchmark 60/40: -- (--)
Realized Volatility
--
Managed volatility target
Sharpe Ratio
--
Excess return basis

Walk-Forward Performance

Since Dec 1, 2025
--
RAMEP Return
--
60/40 B&H Return
--
Outperformance
--
Trading Days

Model Asset Class Allocation

Model ETF Allocation

Model Allocation

Hypothetical model weights for illustration only, not your holdings or a managed account. Shown as of the latest data refresh. Model value: initial capital plus accumulated hypothetical returns

Symbol Target % Current % Price Shares Value
Loading holdings...

Performance Metrics

Sortino Ratio
--
Downside risk-adjusted
Max Drawdown
--
Peak to trough
Info Ratio
--
Active return
Beta
--
vs 60/40
Calmar Ratio
--
Return/Max DD
VaR (95%)
--
Daily at risk
Downside Dev
--
Downside risk
Up Capture
--
Bull market
Down Capture
--
Bear market
Positive Months
--
Historical %

Walk-Forward Test Status

Walk-forward testing started December 1, 2025

Quarterly rebalancing (next: --)

--
days to rebalance

Strategy Health Monitor

Live drift detection and alpha decay tracking

Drift Detection

Detects structural shifts in performance

...
Drift level 0%
0% 50% watch 80% warn 100% alert

Alpha Decay Monitor

Risk-adjusted return, 12 vs 36 months

...
12M Sharpe
--
36M Sharpe
--
12M Alpha
--
Decay Slope
--

The left panel flags structural shifts in performance against expectations. The right panel compares recent risk-adjusted returns with the longer-run track record. A weakening trend points to a fading edge.