Portfolio Agent EvalsHarbor task suite · ETF analyze → backtest → rebalance
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BacktestTheme 03

Backtest Engine Correctness

Match an oracle equity curve to 1e-6 under a precisely specified execution model.

Why this theme exists

The agent must implement simulation mechanics exactly: decision-at-close / execute-at-next-open timing, per-fill and proportional costs, whole-share rounding with cash feasibility, dividends by ex-date shares paid on pay-date, universe changes (launches, liquidations) without look-ahead, overlays with strictly-prior information.

Capability under test

Zero-look-ahead engineering, path-dependent state handling, and disciplined adherence to a spec where every sentence matters.

Design notes

Because outputs are fully determined by the spec, verification is exact. Traps target the most common practitioner errors (same-day execution, meta-driven universes, future dividends leaking into adjusted prices, wrong EWMA lag). Each engine task shares CONVENTIONS.md so agents cannot claim ambiguity.

Tier ladder

  • Tier 10
  • Tier 21
  • Tier 34
  • Tier 40
TaskTierPhaseRewardGatesBudgetStatus
Fixed-weight monthly rebalance with next-open execution, costs, whole shares and dividends
pf-bt-calendar-rebalance

Implement a precisely specified fixed-weight monthly-rebalance backtest with next-open execution, per-fill costs, whole shares and cash-settled dividends; match the oracle equity curve to 1e-6.

T2
medium
Backtestmulti-metric40 minready
Dual momentum rotation, exactly as specified
pf-bt-dual-momentum

Implement a fully specified dual-momentum rotation with exact eligibility rules and reproduce oracle month-by-month holdings and equity.

T3
hard
Backtestmulti-metric30 minready
Universe changes (launch and liquidation) without look-ahead
pf-bt-inception-delisting

Backtest an equal-weight-of-available-ETFs rule through an ETF launch and a liquidation without look-ahead in universe construction.

T3
hard
Backtestmulti-metric40 minready
Audit and fix a look-ahead-inflated momentum backtest
pf-bt-lookahead-audit

Audit a provided backtest script whose reported Sharpe is inflated by several look-ahead and survivorship bugs; find, classify and fix them, then report the honest results.

T3
hard
Backtestmulti-metric40 minready
Volatility-targeting overlay with strictly-prior EWMA and financing
pf-bt-vol-target-overlay

Implement a daily volatility-targeting overlay with EWMA vol estimated strictly from prior data, a leverage cap, financing at the risk-free rate plus a spread, and turnover accounting.

T3
hard
Backtestmulti-metric30 minready