Walk-Forward Backtested · Jan 2021 – Apr 2026

27% Annual Returns.
Verified by Math,
Not Marketing.

Multiple AI models argue, critique, and verify every investment decision through an adversarial pipeline. The same rigor hedge funds use — at a fraction of the cost.

27.25%
CAGR
1.64
Sharpe Ratio
2.54
Sortino Ratio
-21.7%
Max Drawdown

*Results are from a 5-year walk-forward backtest using real market data. Past performance does not guarantee future results. All investing involves risk.

Truviant AI Portfolio — Walk-Forward Backtest
Portfolio Value
$359,668 ▲ +260.1%
2021 2022 2023 2024 2025 2026 $350K $250K $150K
NVDA
+214%
MSFT
+89%
AAPL
+67%
AMZN
+54%
LLY
+127%
AVGO
+182%
27.25%
CAGR
1.64
Sharpe
2.54
Sortino
-21.7%
Max DD
3.2x
vs S&P
Portfolio Growth — $100K Initial Investment
$359,668
+260% total return over 5.3 years
Truviant AI (27.25% CAGR)
S&P 500 (8.5% CAGR)
Jan 2021Jan 2022Jan 2023Jan 2024Jan 2025Apr 2026
Walk-forward backtest using live market data. Transaction costs and slippage modeled. No lookahead bias.
Numbers That Speak
for Themselves

5.3-year walk-forward backtest with real market data, modeled transaction costs, and no lookahead bias. The same test methodology used by quantitative hedge funds.

260%
Total Return
$100K → $359,668
27.25%
Annualized Return (CAGR)
vs. S&P 500: ~8.5%
1.64
Sharpe Ratio
Risk-adjusted return
2.54
Sortino Ratio
Downside risk measure
-21.7%
Max Drawdown
Oct 2022 (market bottom)
3.2x
vs. S&P 500
Over same period
5.3 yrs
Test Period
Jan 2021 – Apr 2026
Patent Pending
IP Protection
27 claims filed
How We Achieve These Results

Every investment decision passes through four AI stages using models from different providers. No single AI has unchecked authority over your capital.

Stage 1

Propose

Analyzes regime, positions, news, and ranked candidates to generate an investment thesis

Claude Opus
Stage 2

Critique

A different AI attacks the proposal — finding weaknesses, blind spots, and hidden risks

Gemini Pro
Stage 3

Synthesize

Reconciles the thesis with the critique to produce a refined, risk-adjusted recommendation

Claude Opus
Stage 4

Safety Veto

Independent safety gate reviews against hard constraints. Can block any recommendation.

Gemini Pro
Every Layer Protects Your Capital

Mechanical Pre-Ranker

Deterministic 5-factor scoring constrains which stocks the AI can consider. Same data always produces the same rank — no model oscillation.

Catastrophe Shield

Separate AI classifier detects bankruptcy filings, fraud charges, and catastrophic events. Auto-liquidates threatened positions in seconds.

Conviction Sizing

Positions are volatility-normalized using ATR, then scaled by conviction with bidirectional doctrine bands. High-conviction gets more capital. Mathematically.

Regime Awareness

Four sub-classifiers monitor valuation, sentiment, credit, and monetary policy. The composite state adjusts every parameter in real-time.

Exit Intelligence

Continuous monitoring: trailing stops, momentum exhaustion, time decay. Prioritized signals with severity grading so nothing gets missed.

🔍

Discovery Scanner

Two-layer automated scanning: daily market movers plus weekly S&P 500 momentum analysis. Uses the same scoring function for perfect consistency.

We Show You Everything —
Including the Bad Months

Unlike black-box funds, every metric is visible. We believe showing risk openly is the strongest trust signal we can offer.

Performance Metrics

CAGR27.25%
Sharpe Ratio1.64
Sortino Ratio2.54
Total Return260%
Best Year+41.2%

Risk Metrics

Max Drawdown-21.7%
Drawdown DateOct 20, 2022
Recovery Time4.2 months
Worst Month-8.3%
Win Rate (monthly)67%
Your Command Center

Real-time portfolio intelligence, AI proposals with full audit trails, regime monitoring, and exit signal tracking.

truviant.ai/dashboard
Dashboard
Portfolio
Performance
Intelligence
AI Advisor
Discovery
Regime
Portfolio Value
$248,391
+12.4% all time
Active Positions
NVDA+34.2%
AAPL+18.7%
MSFT+12.1%
AMZN+8.3%
GOOGL-2.1%
Market Regime
NORMAL
Drawdown
-1.2%
Pending Proposals
2
AI Scan
✓ 2h ago
Institutional Intelligence,
Individual Access

Hedge funds charge 2% of assets plus 20% of profits. We deliver the same multi-model AI rigor at a fraction of the cost.

Growth
$50K – $249K accounts
$249/mo
Flat fee — no performance charges
  • Conservative + Moderate profiles
  • Full AI automation pipeline
  • Daily ML model updates
  • Catastrophe Shield protection
  • Quarterly performance reports
  • Email support
Get Started
Institutional
$1M+ accounts
$499/mo + 20%
Performance fee on profits above high-water mark
  • Custom allocation strategies
  • Dedicated account manager
  • White-glove onboarding
  • Direct line to engineering
  • Custom reporting cadence
  • Tax-loss harvesting signals
Get Started

Performance fees apply only to net new profits above your account's high-water mark. If we don't grow your portfolio, you don't pay performance fees. Period.

Your Capital, Your Control

The system recommends. You decide. Nothing executes without explicit approval — except catastrophic event protection.

🔒

Your Account, Your Name

Your brokerage account is in your name at Alpaca (FINRA member, SIPC insured up to $500K). We never hold your funds.

🛠

Three-Layer Enforcement

Rules enforced at the AI prompt layer, mechanical post-parse validator, and code assertions. No single failure can cause a violation.

📑

Full Audit Trail

Every AI stage, every model response, every validator check logged and visible. Complete transparency into every decision.

Honest Answers
Are these backtested or live results?

These are walk-forward backtested results from January 2021 through April 2026 using real market data with modeled transaction costs and slippage. Walk-forward testing trains the model on past data, then tests on future unseen data sequentially — the gold standard for avoiding overfitting. Live trading began in early 2026. We will publish live results separately as they accumulate meaningful track record.

What are the risks?

All investing involves risk, including loss of principal. Our maximum drawdown during testing was -21.7% (October 2022, when the entire market bottomed). While our system significantly outperformed the market during this period, a 20%+ drawdown means a $100K portfolio could temporarily drop to ~$78K before recovering. We show these numbers openly because informed investors make better decisions.

How is this different from robo-advisors like Betterment?

Robo-advisors typically allocate across index funds (passive). Truviant actively manages individual stock positions using multiple AI models that argue with each other before making decisions. Our adversarial pipeline — where one AI proposes and another attacks the proposal — is patent-pending technology that doesn't exist in any robo-advisor.

Can I lose money?

Yes. No investment system eliminates risk. Our worst monthly decline was -8.3%. However, our system recovered from its maximum drawdown in approximately 4.2 months. We use mechanical stop-losses, position size limits, and catastrophe detection to limit downside — but cannot eliminate it.

What happens if I want to stop?

You can pause automated trading from your dashboard at any time. You can also revoke API access from your Alpaca account, instantly disconnecting Truviant. Cancel your subscription with no penalty. Your brokerage account and positions remain yours regardless.

Why should I trust an AI with my money?

You shouldn't trust an AI — that's our whole point. We use multiple AIs from different providers that must agree before any action is taken. One proposes, another attacks, a third synthesizes, and a fourth can veto. Plus 18 mechanical validators that no AI can override. The system is designed around the assumption that any single AI can be wrong.

Ready to Put Adversarial AI
to Work on Your Portfolio?

Start with paper trading — watch the AI perform with virtual money before committing real capital.

Start Investing →

No credit card required for paper trading trial