Screen performance

Retained legacy snapshot

Each figure was calculated on the date shown beside it and has not been updated since.

The figures keep their original methodology (version 3.0), dates and values. Screening and company research data may not be updated. Preset filters remain available against the existing dataset. Presets without a retained figure show no performance.

Original legacy calculation

The three-month and twelve-month illustrations used a fixed, equally weighted basket of qualifying securities. Returns were calculated from adjusted closes, without rebalancing. SPY represents the S&P 500 over the same entry and exit dates; the difference from SPY is a percentage-point comparison, not statistical alpha. Securities lacking usable prices were excluded.

Limitations of the retained snapshot

Version 3 selected financial statements by fiscal-period date rather than verified public availability. It did not consistently distinguish annual and quarterly inputs, and 12 of the 14 presets allowed signals and entry prices from the same closing session. These choices can introduce look-ahead bias. The current-universe selection can also introduce survivorship bias.

The figures exclude trading costs, taxes and liquidity constraints. They are historical illustrations, not verified tradable backtests or investment advice. The retained values are shown as originally published and are not recalculated.