Introduction

This project focuses on predicting market regimes—bullish, bearish, and sideways—and using these predictions to power a backtesting model for the SPY ETF (tracking the S&P 500). By integrating regime forecasting with performance analysis, the model aims to outperform the market based on historical data.

Approach and Goals

Step/Goal
Description

📊 Data Collection and Cleaning

Source reliable financial data and preprocess it to eliminate inconsistencies, ensuring the accuracy of inputs for modeling.

🧮 Feature Engineering

Generate new variables and indicators to provide deeper insights into market behavior and asset characteristics.

🤖 Predictive Modeling with HMM

Utilize Hidden Markov Models to identify market regimes (bullish, bearish, sideways) and predict market trends.

🎯 Model Training and Forecasting

Train the model using historical data to forecast daily returns and refine predictions over time.

Backtesting the Strategy

Simulate the model's performance using historical data to evaluate effectiveness and optimize parameters.

📈 Benchmarking Against SPY ETF

Compare the model's returns to standard benchmarks, demonstrating its potential to enhance trading strategies.