Patient Zero

Disconnected

Portfolio Tracker

Q2 2026 Stock Picks

Classification Pipeline

Not available

Memory Agent

No insights yet

Backtest Context

Honest Alpha (untuned)

+5.53%/qtr

Walk-Forward Wins

3/3 quarters

Annualized Estimate

~22% over SPY

Conservative live expectation: +2-5% quarterly alpha. Based on backward-looking signals only (sentiment, momentum, earnings, macro). No look-ahead bias.