What does IBD/O'Neil/Marketsmith mean by Alpha?

Discussion in 'Trading Software' started by ms33, Dec 25, 2023.

  1. ms33

    ms33

    What does IBD/O'Neil/Marketsmith mean by Alpha which they define as "how much a stock would have appreciated or depreciated on average on a daily basis over the last year, assuming the S&P 500 remained unchanged during the period"?

    I think they've bastardized the concept of alpha which I take to be the residual return to a stock after controlling for beta. Their calculation of alpha as I understand it is simply the daily return of a stock over a one year period. Simple enough. But Marketsmith shows that two stocks can have the same alpha and yet different 12 month price appreciation:

    STRL ... .32% alpha ... 166% 1 Yr Price Chg
    NVDA . .32% alpha ... 218% 1 Yr Price Chg
     
    murray t turtle likes this.
  2. TrAndy2022

    TrAndy2022

    Why do you bother about ? IBD does not work. Just look on the ETF "FFTY" that replicates it.
    2023-12-26_141740.jpg
    https://www.innovatoretfs.com/etf/?ticker=ffty&ticker=ffty
     
  3. ms33

    ms33

    IBD50 doesn't work bcz they have a bunch of clowns making the stock picks. Essentially the front line staff selects their best picks in rotation. Pretty robotic crew.
     
    murray t turtle likes this.
  4. %%
    Even the better + best would not hit 100% all the time.
    LOL Congrats, you found 2 that did better than 100% in one year.
    IBD founding father is no longer with us, but FFTY never did very well[compared to SPY benchmark], eVen when he was LOL:D:D
    I found a couple more errors in his helpful books, but that'$ another thread
     
  5. ms33

    ms33

    The two stocks, STRL and NVDA, currently show an IBD defined alpha of 32 bps /day. They're not stock picks; I chose them bcz their calculated alpha contradicts IBD's own definition of alpha as the average daily return of 1 yr price appreciation. That shop would have benefitted long-term from having a formal Director of Research though that would have been incompatible with Bill O'Neil's stewardship. Favorite explanations: #1 "We show it that way bcz that's how Bill did it." #2 "It's proprietary." There's value in their process but it's disconcerting bcz everyone who works there has their own idea of how to find it.