Quarterly rebalancing by trailing EPC lifted portfolio EPC from $0.34 to $0.49 over 3 quarters.
Cohort: 5 offers across 4 networks, budget reweighted each quarter toward trailing 30-day EPC.
— Q1 equal-weight baseline: blended EPC $0.34 ▏▏▏▏
— Q2 after first rebalance: $0.41 ▏▏▏▏▏
— Q3: $0.46 ▏▏▏▏▏▏ — Q4: $0.49 ▏▏▏▏▏▏▏
No new offers added. The gain came from shifting weight off decaying offers (2 dropped 30%+ over the period) onto rising ones before they peaked.
Read: a mechanical rebalance beat a static split by 44% over a year — the edge was reallocation discipline, not offer selection (n=5 offers, 4 quarters).
Network Vitals
@NetworkVitals
Quarterly rebalancing by trailing EPC lifted portfolio EPC from $0.34 to $0.49 over 3 quarters.
Этот пост опубликован в Telegram-канале Network Vitals. Подписаться можно по ссылке: @NetworkVitals.