ITM Backtesting

SPY Bull Market

These are the exact trades generated by the ITM rules on SPY from 1993 – 2025.

Bull Market Results Summary - SPY

The SPY backtest covers multiple full market cycles and applies the same entry and exit rules throughout the test period.

Results are shown for both the 50% and 60% in-the-money variants of the ITM strategy, allowing comparison of behaviour under identical market conditions.

Results Summary - SPY 50% Strike

heather cullen backtesting

Results Summary - SPY 60% Strike

heather cullen backtest

Trade List - SPY

The following trade lists show all SPY positions generated by the ITM rules 1993 – 2025

NOTE: The trade dates shown are identical for both the 50% and 60% in-the-money variants of the ITM strategy; only the option strike selection differs.

Performance Graphs - SPY

The graphs below show the cumulative performance of the ITM strategy applied to SPY 1993 – 2025 

SPY Shares Performance 1993-2025

SPY Dividends reinvested

Comparison ITM 50% Strike Vs SPY

Comparison ITM 50% & ITM 60% Strikes Vs SPY

Summary Notes - SPY

All SPY results shown on this page are generated from the same underlying trade signals and timing. Differences between the 50% and 60% in-the-money variants arise from option structure rather than trade selection. Full methodology and assumptions are on the main Backtesting page.

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Please note that Heather answers all questions at the end of the ITM Blog.

 

Happy trading!