ITM Backtesting

These are the exact results generated by ITM rules on SPYG from  2000 to 2025. 

Bull Market Results Summary - SPYG

The SPYG 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 - SPYG 50% Strike

Results Summary - SPYG 60% Strike

Trade List - SPYG

The following trade lists show all SPYG positions generated by the ITM rules 2000 – 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 - SPYG

The graphs below show the cumulative performance of the ITM strategy applied to SPYG 2000 – 2025 

SPY shares with Dividends Reinvested

SPY Dividends reinvested

Comparison SPY with ITM 50% and 60% strikes

Summary Notes - SPYG

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!