Saubhagya Pandey

← Door B · Markets & Risk

FIG. B.2 · Self project · personal market-data platform

Market-Data Ops & Portfolio Analytics

Analytics is only as good as the lake underneath it, so this project builds the lake first: a GitHub Actions cron ETL pulling daily NSE bhavcopies, India VIX, AMFI NAVs and RBI FX into a partitioned Parquet lake, guarded by hash-count reconciliation, quarantine workflows, corporate-action checks and stale-quote detection. The portfolio layer on top — returns, VaR, drawdowns, beta, tracking error — and the backtest below all read from that same lake.

BACKTEST — MOMENTUM VS FIXED BASKET, 2018–25run at authoring time by the repo's own engine over its own lake

PORTFOLIO VALUE — $10M START, 1,920 TRADING DAYS, NSE UNIVERSE

$9.9M$18.5M$27.0M$35.6M$44.2M2018-08-012025-12-31
momentum (12-1) fixed basketportfolio value

DRAWDOWN FROM PEAK

-22.6%-17.0%-11.3%-5.7%0.0%2018-08-012025-12-31
momentum fixed basketdrawdown

momentum strategy

sharpe0.93
cagr20.5%
max drawdown−22.7%
total return315%
calmar0.90
win rate53.4%

fixed basket

sharpe0.90
cagr19.4%
max drawdown−19.6%
total return285%
calmar0.99
win rate53.9%

Generated at authoring time by the repo's own MomentumBacktester (github.com/saubhagyapandey27/market-data-ops-platform @ HEAD) over its committed nse_bhavcopy parquet lake (2018-2025). cost_bps=15, rf=6.5%. Momentum variant pays 15 bps round-trip costs (total costs: $999,876 on the run); the fixed basket pays none. Risk-free rate 6.5%.

READING THE CHARTS

Top-N momentum versus a fixed-weight basket over seven and a half years of NSE data, momentum paying 15 bps round-trip. The momentum variant leads on return and Sharpe; the fixed basket draws down less. Strategy significance was bootstrap-tested rather than asserted. The curves above are the exact output of the repository’s MomentumBacktester — costs, risk-free rate and all.

THE QUALITY DISCIPLINE

Every batch is reconciled by hash and count before it is trusted; failures go to quarantine, not to the lake. Corporate actions and stale quotes are checked explicitly, and a one-page data-governance note records the rules. This is the difference between a backtest you can defend and one you can only show.

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