ConvexPi

Profitability (RMW)

⚠ weakened
Quality· Price data

Robust-minus-weak operating profitability: more profitable firms earn higher returns. The economic intuition aligns with both risk (profitable firms are harder to distress) and mispricing (investors underweight cash flow quality). Relatively recent publication; the post-publication sample is short.

IS Sharpe (1963–2014)

0.558

+3.3% p.a.

OOS Sharpe (2015–2026)

0.292

+2.5% p.a.

Sharpe decay

+47.7%

(IS − OOS) / |IS|

IS vol

5.9%

annualized

Cumulative return (last 40 years, monthly)

+331%
1986-012026-04

Publication details

PaperFama & French (2015); Novy-Marx (2013)
JournalJournal of Finance
Publication year2015
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