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positive_eps_streak on ASSURED GUARANTY LTD (AGO)

SIC 6351 — Surety Insurance · CIK 1273813 · default direction: long

Definition

Fires on companies with consecutive years of positive earnings — quality compounder candidates. Surfaces stable franchises with earnings durability, not speculative growth.

Every time the signal fired on AGO

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-272026-02-27+1.44%-0.61%-7.62%
FY20242025-02-282025-02-28+2.83%-1.99%+0.28%-1.47%+0.29%
FY20232024-02-282024-02-28-3.58%-3.60%-7.74%-20.24%-4.06%
FY20222023-03-012023-03-01+3.30%-1.83%-16.09%-11.25%+60.12%
FY20212022-02-252022-02-25-2.62%-5.23%+2.12%-9.54%-0.21%
FY20202021-02-262021-02-26+2.49%-1.24%-3.21%+6.45%+46.55%
FY20192020-02-282020-02-28+4.21%+1.81%-36.59%-31.92%+14.19%
FY20182019-03-012019-03-01+0.80%-0.39%+2.32%-3.21%-0.88%
FY20172018-02-232018-02-23-1.72%-5.45%-4.28%-0.49%+14.55%
FY20162017-02-242017-02-24-1.18%-3.75%-12.74%-8.26%-13.73%
FY20152016-02-262016-02-26-0.12%+2.78%+1.00%+4.78%+71.81%
FY20142015-02-262015-02-26+0.11%-0.94%-2.64%+8.76%-4.98%
FY20132014-02-282014-02-28-0.24%+7.29%+2.36%+2.22%+8.77%
FY20122013-03-012013-03-01+2.55%+7.00%+5.73%+21.72%+32.19%
FY20112012-02-292012-02-29+1.37%-0.71%-0.83%-25.99%+18.25%

Forward returns are stock returns from event date (next trading day after filing). Sign is raw stock direction; the trade direction is in the calibration table below.

Universe-wide calibration (this signal across all companies)

Horizonn eventsGross stock retHit rateTrade dirNet PnLCost (bps)r/σ net
1d21,256+0.05%+49.53%long-0.16%22-0.04
5d21,258+0.10%+50.10%long-0.10%22-0.00
20d21,218-0.80%+49.80%long-1.03%22-0.04
60d19,852+1.64%+54.15%long+1.48%22+0.04
252d19,501+13.65%+64.44%long+13.47%22+0.27

Net PnL is direction × stock return − round-trip execution cost (5 bps half-spread + ADV-tiered borrow). See positive_eps_streak methodology for the full audit.


Data: /api/company/1273813/financials