Rolling IC Pass Node

Rolling Information Coefficient — Series Input

StatisticalFactor ResearchPass

Overview

The Rolling IC Pass Node computes the Information Coefficient (IC) over a rolling window — the Spearman rank correlation between a lagged signal and the subsequent realised return. IC measures the predictive power of a factor or signal.

IC = 0 means the signal has no predictive power. IC = 1 means perfect rank-order prediction. In practice, IC above 0.05 is considered meaningful for systematic strategies.

Formula

IC[t] = Spearman(signal[t − lag .. t − 1], return[t − lag + 1 .. t])
Spearman rank correlation uses rank order, not raw values — robust to outliers and non-normal return distributions.
Warm-up: period + lag bars.

Parameters

ParameterDefaultDescription
period20Rolling window in bars for IC computation
lag1Lag in bars between signal and return (1 = 1-bar forward IC)

Inputs & Outputs

SlotDirectionTypeDescription
inputInput{ values, timestamps }Signal series (e.g. momentum, factor score)
valuesOutput(number | null)[]Rolling IC in [−1, 1]; nulls during warm-up (period + lag bars)
timestampsOutputnumber[]Unix timestamps aligned to input

Use Cases

Factor Validity Testing

Measure whether a factor signal actually predicts returns over time. If rolling IC is persistently near 0, the factor has no predictive value in this regime.

Regime-Adaptive Signal Weighting

Upweight signals with high rolling IC and downweight those with low or negative IC in a dynamic multi-factor model.

Strategy On/Off Filter

Only trade when rolling IC is above a minimum threshold — pause a signal-based strategy when the signal is no longer informative.

Tips & Best Practices

IC of 0.05+ Is Meaningful

In quantitative finance, an IC of 0.05–0.1 on 1-bar returns is considered good. IC > 0.1 is excellent. Don't expect IC near 1 from any real signal.

Use ICIR (IC / StdDev of IC)

Combine Rolling IC with Rolling Standard Error Pass to compute the IC Information Ratio — a measure of IC consistency, not just magnitude.

Longer Lag = Slower Signals

Increasing the lag parameter measures how well the signal predicts returns at longer horizons. Momentum signals typically show IC at lag=5–20 bars.

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