Insider Calls (90DTE)

90-DTE ATM CALLS ON LIVE INSIDER ENTRIES · $2K/TICKET · V2 RULE 07-21
About this strategy — what it is, what it looks for, how it operates

Convexity satellite on the validated insider book — mirrors every live insider entry with a ~90-DTE ATM call (v2 rule, frozen 2026-07-21). Research/434 exposed the original 45-DTE basis as a horizon-mismatch artifact: 45-DTE tickets expire around trading-day 31 of the signal's 45-trading-day drift, and the +46-61% backtests credited expired options with later stock prices. Honest 45-DTE edge: ~+5%/ticket (noise). 90-DTE calls on the same entries: +39.9%/ticket at real NBBO, t=2.7, positive all three years, ex-top3 +23.5%, survives bid-only-exit stress (+27.9%). Defined-risk leverage access on proven alpha; forward record restarted at the v2 freeze.

  • Signalthe live insider book's entries (SEC Form-4 XGBoost ranking — the one validated promote, fwd-tracked)
  • Structure (v2)~90-DTE nearest-ATM call per entry, $2k premium/ticket, exit at min(45 trading days, expiry) — sells remaining time value instead of dying at expiry mid-signal
  • Why 90 DTEcovers the full [15,45]-trading-day alpha horizon at half the annualized theta; the old '45d beats 90d' sweep was the expiry-accounting artifact inverted
  • Honest caveat~134 tickets 2024-2026, one broad regime; tail-carried (median ticket -18%) — expect losing streaks; forward record starts 2026-07-21 at $100k
Backtest — 5-fold walk-forward, honest true-daily marks (2024-01 → 2026-05)
Sharpe
boot90 [+20,+106]
Win rate
38-47%
CAGR
+46-61%/ticket
Max DD
-100% of premium/ticket

Backtest numbers, not live results — measured on honest true-daily marks across a 5-fold walk-forward with 10bps costs. Past performance does not guarantee future returns.

TOTAL P&L
-$1,712
-1.71% on $0 deployed
REGIME PAUSED
VIX
PERFORMANCE
RETURN
-1.71%
-$1,712 on capital deployed
SHARPE
need 10 more days
WIN RATE
0 closed (0 open)
MAX DD
-2.11%
worst drawdown
REALIZED P&L
-$1,712
0 closed trades
UNREALIZED P&L
$0
0 open positions
LONG EXPOSURE
$0
net $0
SHORT EXPOSURE
$0
gross $0

Open Positions0 held · live MTM

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