MRreversal

Medium-Run Reversal — De Bondt and Thaler 1985

Reversal

Quick facts

Factor ID MRreversal
Display name Medium-Run Reversal
Family Predictor
Category Reversal
Direction lower_expected_return
Status supported
Paper De Bondt and Thaler 1985
Source tables daily
Required fields ret
PIT required no
Coverage 2011-07-29 – 2026-05-15 · 583,169 rows · 85.1% of panel

Formula

prod(1 + ret over t-378..t-273) - 1

Compounded return from approximately months 13 to 18 ago.

China adaptation

Uses trading-day windows.

Direction-adjusted cumulative return

0.89 1.09 1.28 1.48 1.68 2011-07 2015-03 2018-12 2022-08 2026-04

Return metrics

Metric Value
Months in sample 178
Monthly mean 0.2803%
Monthly std 2.8391%
Annualized Sharpe 0.34
t-stat (simple) 1.32
Hit rate (months > 0) 56.7%
Last 12M compounded 1.52%
Cumulative wealth (start = 1) 1.531

Recent 12 months

Month L/S return Cumulative Names
2025-05 +4.96% 1.583 4996
2025-06 +1.68% 1.610 5010
2025-07 -2.50% 1.570 5021
2025-08 -1.13% 1.552 5028
2025-09 +0.07% 1.553 5036
2025-10 +1.83% 1.581 5041
2025-11 -1.07% 1.564 5044
2025-12 +3.08% 1.613 5046
2026-01 +1.45% 1.636 5049
2026-02 +2.50% 1.677 5052
2026-03 -3.84% 1.613 5058
2026-04 -5.04% 1.531 5048

Known data issues

Pre-2012 panel coverage is thinner.

Notes

Shorter-horizon variant of LRreversal.

See also: Reversal family, Factor library, Factor returns.