x-forecast · paper portfolio
Forecast Audit · Live

Forecast Audit Ledger

Every quantitative forecast → realized outcome → hit rate. A Damodaran-style honest ledger.

7 US macro indicators (from sister site)

Sister site economic-forecasting.com publishes a daily 1-month-ahead forecast for 7 US macro indicators. This page will cron-hook publication time and the realized print, then compute MAE / directional hit rate / divergence from consensus.

Indicator Model Cadence Hit rate
Core PCE ARIMAX + Transformer ensemble monthly awaiting econ-forecasting hook-up
NFP (nonfarm payrolls) TabPFN monthly awaiting econ-forecasting hook-up
Industrial production ARIMAX monthly awaiting econ-forecasting hook-up
Initial jobless claims Transformer weekly awaiting econ-forecasting hook-up
10Y UST yield Random Forest daily awaiting econ-forecasting hook-up
2Y UST yield Random Forest daily awaiting econ-forecasting hook-up
10Y-2Y spread derived daily awaiting econ-forecasting hook-up

Monthly view tracking (this site)

Once a monthly macro_view is committed, the end-of-month review marks it failed / partial / hit. NAV is not used here — this scores the view itself.

Closed
0
Pending
1
Hit rate
(hit + 0.5×partial) / closed
Month conf. View summary Verdict
2026-06 ●●●○○ Inception 三组并行配置. Base 中性 risk-parity + 30% 长债 + 10% 黄金; PENDING 详情 →
Source: data/decisions/*.yaml (publish:true only). Pending verdicts are excluded from hit-rate to avoid the "no conclusion = miss" misread.

Aggregate statistics

Meaningful only after 6+ months. Sample too small now; aggregate numbers withheld to avoid overfitted narrative.

Verdict criteria documented in methodology.md; the same spec is used in resume appendix and interview talking points.