Be clear which is which. Everything up to the freeze date is a backtest: the rules replayed on history, no real exposure. That is backfill. From the freeze date forward it is live paper trading, the same frozen rules on real daily prices, updated every weekday, no money at risk yet. The badge up top and the mint line on the chart mark the seam.

The backtest is five years on a small US universe, long only, weekly rebalance, with real transaction costs baked in. A Thompson-sampling bandit moves capital toward whatever is beating the index on a risk-adjusted basis, with a hard drawdown circuit breaker underneath.

The headline is seed-robust, not one lucky run: across 20 random seeds, 20 of 20 beat SPY, median +66pp, Sharpe 1.11 vs the index 0.85. The honest weakness: drawdown runs a touch deeper than SPY on the median, about -26% vs -25%. This is not a free lunch on risk.

There is an insider-cluster arm in the validated backtest: long names where several insiders filed buys. A politician-trade arm exists in the code but rides the bench, since congress disclosures lag a month-plus and the feed is noisy, so it has not earned its slot. Either way these scraped sources revise over time, so the alt-data sits out of the live headline. The live track is the price-based core, the part I reproduce exactly.

This is a young live track, not a proven edge. Deflated-Sharpe math and a long forward run are the next bar. Until those clear, the evolving population stays opt-in and off. No margin, no options yet, no promises.