Backtesting

The simulator that tests portfolio recipes before capital is allocated.

TRINITY backtests how different quality-weight recipes would have behaved across historical market data. The winning configuration — the champion — is what TRINITY uses when building optimized portfolios. Every result carries audit IDs you can trace later.

Historical simulation Champion promotion Config hash + run ID

Live provenance · demo portfolio

See THEBOARD on demo portfolio Stock Analysis

Backtest metrics are simulated historical results, not guarantees of future performance.

TRINITY · Product tour

Backtest, promote, audit — in plain English

Before TRINITY allocates a strategy to real portfolios, TRINITY runs it through history. Humans review and promote the champion. When you optimize a portfolio, TRINITY stamps the champion's config hash and run ID so you always know which recipe built your holdings.

Fleet champion Fleet

Live TRINITY fleet champion

Global backtest winner promoted from scheduled TRINITY runs — used when TRINITY optimizes new portfolios.

Last run —
Champion hash —
Backtest window —

How TRINITY picks the fleet champion

Education

TRINITY tests thousands of strategy combinations on historical data. The promoted champion is what TRINITY uses for new portfolio optimizations.

  1. 1
    TRINITY scores market stages, momentum, and quality for the investable universe.
  2. 2
    TRINITY backtests recipe variants and promotes the best risk-adjusted configuration.
  3. 3
    TRINITY applies the champion plus your risk quiz when building portfolios.
  4. 4
    Fleet refresh runs on a schedule so the champion can evolve as markets change.

Champion recipe

Preview

Quality signal weights and caps from the live fleet champion file in GCS.

Backtest evidence

Preview

Simulated champion performance from the promoted configuration — fleet-wide, not tied to a single portfolio run.

Total return —
Sharpe ratio —
Max drawdown —
Hit rate —
Backtest window —
Symbols tested —
Simulated equity curve vs benchmark Preview

Performance by market regime

Preview

Simulated champion returns split by bull, bear, and sideways regimes in the backtest window.

Fleet audit

Fleet status

Identifiers for the live promoted champion and latest TRINITY fleet run.

Live champion hash
—
TRINITY fleet status
—
Champion GCS path
—
Champion run ID
—
Universe symbols (last run)
—

Understanding TRINITY's intelligence

Education

What is TRINITY backtesting?

TRINITY simulates how investment strategies would have performed across historical market data before any real capital is allocated.

What is a champion config?

After many backtests, TRINITY promotes one configuration as the champion: the recipe with the best risk-adjusted results. TRINITY uses this champion when building optimized portfolios.

What about TRINITY model training?

TRINITY includes a model-training layer for future strategy versions. When multiple model versions are available, you'll be able to compare them here.

Future

Continuous improvement

TRINITY runs on a schedule to refresh champions as markets evolve. Existing portfolios keep their original provenance IDs so you always know which champion built them.

Pipeline

From market analysis to your portfolio

TRINITY produces symbol intelligence, stress-tests recipes, and consumes the champion. Artifacts land in GCS and BigQuery, and TRINITY is where you read the audit IDs.

Simulation

Backtest factory

Historical price and quality data flow through parallel simulation lanes. Each lane tests a different recipe. The lane with the best risk-adjusted outcome earns the champion badge.

Governance

Human promotion checkpoint

TRINITY ranks candidates by simulated performance, but promotion to production champion is a deliberate human step — not an automatic flip. That keeps strategy changes visible and auditable.

Provenance

Audit trail on every portfolio

When TRINITY optimizes your portfolio, it records the TRINITY config hash and run ID. On TRINITY THEBOARD you can copy these identifiers and trace back to the exact champion recipe — no black box.

Current champion evidence

Simulated backtest

These metrics come from the promoted champion configuration mirrored locally from GCS. They describe simulated historical performance — not a forecast of your future returns.

Total return —
Sharpe ratio —
Max positions —
Allocation —

Live champion audit IDs

Champion config

Copy these identifiers to correlate portfolios, support tickets, and GCS/BigQuery artifacts. The demo portfolio THEBOARD tab shows the same fields after optimization.

TRINITY config hash
—
TRINITY run ID
—
Open demo THEBOARD tab

The full workflow

Education
  1. 1
    TRINITY analyzes market stages, momentum, and quality signals for every symbol.
  2. 2
    TRINITY backtests strategy recipes across historical data and ranks candidates by risk-adjusted simulation.
  3. 3
    Humans review and promote the champion configuration to production.
  4. 4
    TRINITY optimizes your portfolio using that champion and your risk quiz answers.
  5. 5
    TRINITY displays config hash and run ID on THEBOARD so you can audit which recipe built your holdings.

Investor FAQ

Education

What is TRINITY backtesting?

TRINITY simulates how investment recipes would have performed on historical data before any capital follows that strategy.

What is a champion?

After many simulations, one configuration wins on risk-adjusted metrics. That champion is what TRINITY uses when building optimized portfolios.

Why config hash and run ID?

They are traceability labels — like a batch number. You can see exactly which backtest recipe was active when your portfolio was created.

Are backtest results guaranteed?

No. Simulated past performance does not predict future results. TRINITY shows provenance so you understand the process, not to promise outcomes.