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Home / Performance / Annual reports / 2021
Pyramid levered · Annual report
2021
Pyramid levered performance across the full 2021 calendar.
Annual return · 5% tier
+19.5%
7 of 12 months positive
Select risk tier
+19.5%
Annual return
−13.4%
Max drawdown
1.374
Avg units / position
1.82×
Avg exposure
7 of 12
Positive months
Monthly returns · 5% tier

7 of 12 months finished positive at the 5% tier.

Real monthly returns for each tier, from that tier's own 2021 daily backtest equity curve. Green units badges mark months where the pyramid engine added a second unit.

Jan
+7.6%
▲ 1.23×
Feb
-3.7%
▲ 1.48×
Mar
-1.9%
▲ 1.47×
Apr
-0.8%
▲ 1.29×
May
+0.6%
▲ 1.35×
Jun
-1.4%
▲ 1.26×
Jul
+7.9%
▲ 1.36×
Aug
+6.5%
▲ 1.42×
Sep
-7.8%
▲ 1.36×
Oct
+4.7%
▲ 1.39×
Nov
+1.8%
▲ 1.46×
Dec
+5.7%
▲ 1.40×
Return intensity:
Low positive
Strong positive
Negative
▲ green = active pyramid adds that month
▲ Pyramid spotlight · Feb 2021
The month the pyramid engine engaged hardest.
Feb 2021 saw the highest average units-per-position of the year at the 5% tier — positions that confirmed their trend were allowed to add a second unit, amplifying exposure to the strongest trades while leaving weaker positions at a single unit.
1.48×
Peak units / position · Feb
−3.7%
Feb return · 5% tier
1.374×
Full-year avg units / position
Cumulative equity · 2021 · 5% tier

How returns compounded through the year.

Indexed to 0% at the start of 2021, shown at the 5% tier. Real daily equity curve, resampled to monthly.

0% 8% 15% 23% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Cumulative return · Jan–Dec 2021 · Pyramid levered 5% tier · Real backtest

All six tiers · 2021

The same year at every risk level.

The signal was identical across all tiers in 2021. What changed was how much exposure the system took at each risk level.

Risk tier2021 returnMax drawdownAvg units/posReturn bar
1%+13.2%−10.7%2.364×
2%+21.1%−11.5%1.954×
3%+19.5%−12.3%1.766×
4%+20.6%−13.6%1.457×
5%+19.5%−13.4%1.374×
6%+12.0%−16.5%1.364×
Market context

What was happening. How the signal responded.

Editorial commentary for 2021 is being finalized and will appear here shortly.

— narrative write-up pending —
Strategy vs. benchmark

2021 vs. the S&P 500.

Sophus Quant · Pyramid levered 5%
+19.5%
Risk-sized exposure at the 5% tier, 1.82× average gross.
Annual return
S&P 500
+28.7%
Buy-and-hold benchmark for the same calendar year.
Annual return
All years · Pyramid levered · 5% tier

Select any year to view its annual report.

2014
+45.2%
2015
+10.4%
2016
+23.9%
2017
+16.1%
2018
+3.0%
2019
+29.3%
2020
+22.5%
2021
+19.5%
2022
+45.2%
2023
+44.6%
2024
+46.3%
2025
+42.6%
2026
+8.2%

Six risk tiers. Twelve years of annual reports. Every trend documented.

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