Public performance analysis of Substack financial newsletter authors.
substack_performance.md — Comprehensive performance analysis covering:
- Win Rates (Long / Short) at 7d, 15d, 30d, 60d horizons
- Long Returns (Avg / Median) at 1d, 7d, 15d, 30d, 60d
- Short Returns (Avg / Median) at 1d, 7d, 15d, 30d, 60d
- Composite Score ranking combining multiple metrics
- Per-Author Detail Pages with individual ticker call breakdowns
- Period: 1 year rolling window
- Filter: High conviction calls only; novel calls (14-day dedup across all authors)
- Ticker calls are extracted from Substack newsletter articles using AI
- Returns are measured from article publish date using actual market data
Updated periodically. Check the Generated timestamp in the report header.