Mom + Quality + Reversal— live forward book

The strongest result of the multi-session research campaign, forward-tracked in shadow mode (no orders). A market-neutral long/short book combining three factors into one score: momentum (RSI + acceleration + block volume), quality (margins − debt − dilution + revenue growth), and a short-term reversal tilt (buy the dips — momentum's natural hedge). Long top-25 / short bottom-25, 60-day hold, net of 20bps round-trip cost.

Backtest (2022-2026, net hedged)

Hedged Sharpe (headline)
1.76
Sharpe 2025-26 (real)
2.03
Sharpe 2022-24 (hard tape)
0.84
Beta
-0.04
Volatility
4.2%
Max drawdown
-4.4%

⚠️ The V3 universe grew over time, so this K=25 book could not form a full 50-name cohort until 2025 — the headline Sharpe reflects the 2025-2026 momentum regime, not a 5-year record. Honest through-cycle expectation at tradable breadth is ~+0.8 net hedged (edge was ~+0.0-0.4 in 2022-2024). The live-forward track below is the real validator.

Live forward tracking

Inception
2026-07-09
Days live
17
Forward Sharpe
— (too early)
Forward return
-1%

forward Sharpe needs ~60+ trading days to be meaningful. Data asof 2026-08-03.

Today's book (25L / 25S)

LONG (top-25 score)
AAPL · ADBE · AMD · ARM · AVGO · BAC · CRCL · DELL · EWY · GOOG · GOOGL · GS · INTU · IONQ · JPM · META · MSFT · MU · NBIS · NFLX · NVDA · PLTR · QCOM · SMCI · XOM
SHORT (bottom-25 score)
AAOI · ALAB · ASTS · BA · BABA · BE · C · CAR · COHR · COIN · CRWD · CRWV · CVS · GLW · IBM · INTC · IREN · LULU · MDB · PANW · RKLB · SNOW · TSLA · UNH · WULF