sharperatios.com

Each row below is one source input for an asset: the source fetched, the exact field or series used, and how it is used in returns, forecasts, or mean-reversion views. Yahoo Finance data is accessed through the yfinance Python library.

Asset Data source Date range Fields and usage
Bitcoin bitcoin.zorinaq.com all-time Bitcoin price chart 2009-10-16 to 2014-09-19 Embedded daily USD prices are sampled to Friday closes and converted into weekly returns for the pre-Yahoo backfill.
Yahoo Finance BTC-USD 2014-09-26 onward

Adjusted close is sampled on Fridays; weekly returns are calculated for Sharpe, correlations, diversification, ATH, and forecast-volatility views.

For the power-law page, Yahoo weekly prices are appended after the Zorinaq pre-Yahoo weekly price history and fitted against days since the Bitcoin genesis date in a log-log model using the trailing prior 8 years of prices, then projected 12 years forward.

S&P 500 Yahoo Finance ^GSPC 1928-01-06 onward Adjusted close is sampled on Fridays; weekly returns are calculated and used to scale MarketCap/GVA between quarterly FRED anchors.
Robert Shiller CAPE data 1881-02-04 onward The linked page is resolved to Robert Shiller's ie_data.xls spreadsheet. Monthly S&P Composite CAPE is parsed from the Data sheet, forward-filled to Fridays, and regressed against subsequent 12-year S&P 500 annualised returns.
FRED NCBEILQ027S, BOGZ1FU106902501Q, A464RC1Q027SBEA, B394RC1Q027SBEA 1952-04-04 onward Nonfinancial market cap, domestic GVA, and domestic/rest-of-world profits are combined into a Hussman-style MarketCap/GVA ratio, then scaled weekly with ^GSPC returns.
MSCI World Yahoo Finance ^990100-USD-STRD 1972-01-14 onward Adjusted close is sampled on Fridays; weekly MSCI World returns are calculated.
WorldPERatio MSCI World P/E 2004-12-17 onward Trailing P/E is combined with the MSCI World return index to derive a weekly CAPE-like valuation series for 12-year return forecasts.
NASDAQ Composite Yahoo Finance ^IXIC 1971-02-12 onward Adjusted close is sampled on Fridays; weekly NASDAQ Composite returns are calculated.
WorldPERatio Nasdaq 100 P/E 2000-04-14 onward Nasdaq 100 trailing P/E is used as a proxy valuation series and combined with NASDAQ Composite returns to derive CAPE-like forecasts.
Dow Jones Industrial Average Yahoo Finance ^DJI 1992-01-10 onward Adjusted close is sampled on Fridays; weekly live DJIA returns are calculated.
DJA.csv daily close snapshot 1885-05-15 to 1992-01-03 Daily closes are resampled to Friday closes and converted into weekly returns. The linked repository documents DJA.csv as a Yahoo Finance-format conversion of Dow Jones data originally sourced from MeasuringWorth.
WorldPERatio Dow Jones P/E 2003-04-18 onward Trailing P/E is combined with the DJIA return index to derive a weekly CAPE-like valuation series for 12-year return forecasts.
FTSE 100 Yahoo Finance ^FTSE 1984-01-13 onward Adjusted close is sampled on Fridays; weekly FTSE 100 returns are calculated.
WorldPERatio UK P/E 2004-11-12 onward Trailing P/E is combined with the FTSE return index to derive a weekly CAPE-like valuation series for 12-year return forecasts.
DAX Yahoo Finance ^GDAXI 1988-01-08 onward Adjusted close is sampled on Fridays; weekly DAX returns are calculated.
WorldPERatio Germany P/E 2004-11-12 onward Trailing P/E is combined with the DAX return index to derive a weekly CAPE-like valuation series for 12-year return forecasts.
Nikkei 225 Yahoo Finance ^N225 1965-01-15 onward Adjusted close is sampled on Fridays; weekly Nikkei 225 returns are calculated.
WorldPERatio Japan P/E 2004-12-17 onward Trailing P/E is combined with the Nikkei return index to derive a weekly CAPE-like valuation series for 12-year return forecasts.
Gold Yahoo Finance GC=F 2000-09-08 onward Adjusted futures close is sampled on Fridays; weekly live gold returns are calculated.
FreeGoldAPI latest.csv 1792-01-13 to 1949-01-07 Rows are kept as the early gold backfill.
DataHub monthly gold prices 1949-01-14 to 2000-08-25 Monthly prices are converted to last-Friday-of-month returns, with interior weekly gaps filled as 0% returns.
FRED M2SL 1959-01-02 onward M2 money stock is divided by the gold return index to calculate the M2/gold valuation ratio used for forecasts and mean reversion.
Silver Yahoo Finance SI=F 2000-09-08 onward Adjusted futures close is sampled on Fridays; weekly live silver returns are calculated.
Eco3min silver price 1960-01-08 to 2000-09-01 Monthly silver prices are converted to weekly Friday returns.
Our gold price, FRED M2SL Silver is compared with the gold price implied by gold's expanding M2/gold trend to calculate the silver forecast ratio.
US REITs Yahoo Finance VNQ 2004-10-08 onward Adjusted close is sampled on Fridays; weekly US REIT returns are calculated.
Yahoo Finance VNQ distributions and FRED DGS10 2005-09-30 onward The last year of VNQ distributions is divided by VNQ price, then reduced by DGS10 for the REIT yield-spread forecast.
US Treasuries Yahoo Finance IEF 2002-08-09 onward Adjusted ETF close is sampled on Fridays; weekly live Treasury returns are calculated.
FRED DGS10 1962-01-05 onward The 10-year Treasury yield is used for modeled pre-IEF backfill returns and as the yield predictor for 12-year IEF return forecasts. For modeled returns and mean-reversion price moves, an 8.0-year duration is assumed.
US Investment-Grade Corporate Bonds Yahoo Finance LQD 2002-08-09 onward Adjusted ETF close is sampled on Fridays; weekly live investment-grade corporate bond returns are calculated.
FRED DBAA 1986-01-03 onward Moody's Baa corporate yield is used for modeled pre-LQD backfill returns and as the yield predictor for 12-year LQD return forecasts. For modeled returns and mean-reversion price moves, an 8.5-year duration is assumed.
UK Gilts Yahoo Finance IGLT.L 2008-01-11 onward Adjusted ETF close is sampled on Fridays; weekly live UK gilt returns are calculated.
FRED IRLTLT01GBM156N 1960-01-01 onward The 10-year UK government bond yield is used for modeled pre-IGLT backfill returns and as the yield predictor for 12-year IGLT return forecasts. For modeled returns and mean-reversion price moves, a 7.25-year duration is assumed.
Risk-free rate Yahoo Finance ^IRX 1960-01-08 onward The 3-month US T-bill yield is sampled weekly and converted to weekly returns for historical-risk-free Sharpe calculations.