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positive_eps_streak on PennyMac Mortgage Investment Trust (PMT)

SIC 6798 — Real Estate Investment Trusts · CIK 1464423 · 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 PMT

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-182026-02-18-0.80%-2.73%-6.67%
FY20212022-02-252022-02-25-0.38%+0.77%+8.37%+3.56%-4.65%
FY20202021-02-262021-02-26+1.85%-1.58%+4.06%+4.24%-9.11%
FY20192020-02-212020-02-21-1.59%-11.31%-68.47%-58.92%-9.68%
FY20182019-02-262019-02-26+0.25%+0.29%+0.59%+6.52%+19.02%
FY20172018-03-012018-03-01+1.08%+4.38%+8.22%+14.75%+35.38%
FY20162017-02-282017-02-28+0.24%-0.53%+3.62%+8.39%+10.21%
FY20152016-02-292016-02-29+0.00%+4.18%+2.36%+19.24%+44.99%
FY20142015-03-022015-03-02+0.00%-2.14%+1.76%-10.80%-29.37%
FY20132014-02-282014-02-28-0.70%-2.63%-2.55%-10.77%-3.45%

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/1464423/financials