EVR
Evercore
Screener candidate detail · 3 active archetypes
Active
3
archetypes
History
53
rows
Days on list
6
oldest active
Screener Funnel
✓Fired
7 archetypes
✓S1 signal
reached primed
✓S2 deep set
conviction stamped
○Promoted
not promoted
Stages a name passes through: fired an archetype → reached an S1 signal (state ≥ partial) → entered the S2 deep-enrichment set (conviction stamped) → promoted to the watchlist. Each step is "ever reached" across this name's recorded history (capped at 60 rows — a very long-lived name's earliest episodes may fall outside this window).
Active Candidacies
N3 · Failed Breakoutprimedpersisting
score: 0.325confluence: 1days: 6as of 2026-09-09
Triggers:quality:passrecent_breakout_above:sma20failure_bar:-1.7%failure_vol:weak:0.08sustained_below
Dislocation:
Breakout Level
sma20
Dist 52w High
-0.23
Sma Dist 20
-0.01
Recent Push
Yes
Below Level
Yes
Failure Bar
Yes
Sustained Below
Yes
1-day return
-1.68%
Regime at flag: CAUTIOUS
N4 · Structural-Derate Continuationpartialpersisting
score: 0.201confluence: 1days: 23as of 2026-09-11
Triggers:regime:structural_deratefragility_gate:not_fragile (derate without structural confirm)
Dislocation:
Regime Tag
structural_derate
Fragile
No
Gate Abstained
No
Fragility Reasons
beta 1.76 >= 1.30 (high),sma_dist_200 -13.8% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 4 < 60 (calm)
Fragility Legs Fired
2.00
Credit Amplified
No
Derate Depth Below 200d
0.14
Sma Dist 200
-0.14
Regime at flag: CAUTIOUS
A4 · Pre-Catalyst Coilingpartialpersisting
score: 0.000confluence: 1days: 12as of 2026-09-08
Triggers:rvol_pctile 12.0 (tight ≤20)quality:passinside_day: confirmedNR7: confirmedcatalyst: no upcoming date foundNOTE: vol setup — resolves both ways (not directional)iv_pctile:no_options_data (co_options_daily absent — sparse by design; score = rvol×proximity only)
Dislocation:
Realized Vol Pct 1y
11.95
Inside Day
Yes
Nr7
Yes
Days To Catalyst
—
Proximity Factor
0.00
Iv Pctile
—
Options Legs Enabled
Yes
Gate pass
Yes
Regime at flag: CAUTIOUS
Promote to Watchlist
Seeds the company layer immediately; full deep-data scaffold runs in the background.
Lifecycle Timeline
One strip per archetype, oldest → newest. Each cell is a trading day the screener recorded this name; color = lifecycle status. A ● marks a day the name was in the buy zone (ripeness confirmed/loaded); a left gap marks the start of a new candidacy episode.
N4 · Structural-Derate Continuationshort fragilityactive
6 days
N3 · Failed Breakoutshort fragilityactive
10 days
A4 · Pre-Catalyst Coilinglong recoveryactive
4 days
N6 · PEAD Miss Drift
9 days
A2 · Oversold Sympathy
10 days
A3 · Positioning Extreme
4 days
A5 · Mechanical Reversion
10 days
newpersistingdecayedexitedpromotedunknownripe day
Realized Episodes
Each completed candidacy graded as a "would-have" trade: entered when the archetype began flagging this name, exited when the screener dropped it. Return is direction-adjusted and market-adjusted (minus SPY, where available) — hindsight, not advice. Open episodes are marked-to-market and excluded from the tally.
Closed: 6/9 directionally right · mean +0.6% · small sample, illustrative not proof
N3 · Failed Breakoutshort fragility2026-09-04 → open5 bars
+4.5%open · MTM
A4 · Pre-Catalyst Coilinglong recovery2026-08-28 → open10 bars
-2.0%open · MTM
N4 · Structural-Derate Continuationshort fragility2026-08-21 → open15 bars
+2.5%open · MTM
N6 · PEAD Miss Driftshort fragility2026-07-31 → 2026-08-118 bars
+7.6%closed
A2 · Oversold Sympathylong recovery2026-07-30 → 2026-07-312 bars
+2.4%closed
A2 · Oversold Sympathylong recovery2026-07-09 → 2026-07-102 bars
+2.2%closed
N3 · Failed Breakoutshort fragility2026-07-08 → 2026-07-2110 bars
+2.3%closed
A2 · Oversold Sympathylong recovery2026-06-25 → 2026-06-262 bars
-2.3%dropped
A5 · Mechanical Reversionlong recovery2026-06-15 → 2026-06-3011 bars
-8.2%closed
A2 · Oversold Sympathylong recovery2026-06-11 → 2026-06-122 bars
+4.5%dropped
N3 · Failed Breakoutshort fragility2026-06-11 → 2026-06-122 bars
-4.5%dropped
A3 · Positioning Extremelong recovery2026-06-04 → 2026-06-083 bars
+1.2%closed
Lifecycle History(newest first, up to 60 rows)
| Date | Archetype | State | Score | Confluence | Status | Dislocation |
|---|---|---|---|---|---|---|
| 2026-09-11 | N4 · Structural-Derate Continuation | partial | 0.201 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 1.76 >= 1.30 (high),sma_dist_200 -13.8% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 4 < 60 (calm) · Fragility Legs Fired: 2.00 · Credit Amplified: No |
| 2026-09-10 | N4 · Structural-Derate Continuation | partial | 0.193 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 1.73 >= 1.30 (high),sma_dist_200 -13.5% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 14 < 60 (calm) · Fragility Legs Fired: 2.00 · Credit Amplified: No |
| 2026-09-09 | N3 · Failed Breakout | primed | 0.325 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.23 · Sma Dist 20: -0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-09-08 | N3 · Failed Breakout | primed | 0.643 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.22 · Sma Dist 20: 0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-09-08 | A4 · Pre-Catalyst Coiling | partial | 0.000 | 1 | persisting | Realized Vol Pct 1y: 11.95 · Inside Day: Yes · Nr7: Yes · Days To Catalyst: — · Proximity Factor: 0.00 · Iv Pctile: — |
| 2026-09-04 | N3 · Failed Breakout | primed | 0.153 | 1 | new | Breakout Level: sma20 · Dist 52w High: -0.23 · Sma Dist 20: -0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-09-04 | N6 · PEAD Miss Drift | partial | 0.154 | 1 | exited | Eps Surprise: -0.04 · Days Since Earnings: 9.00 · Recency Max: 10.00 · Primed Floor: -0.10 · Partial Floor: -0.03 · Direction Of Evidence: pead_miss_continuation |
| 2026-09-02 | A4 · Pre-Catalyst Coiling | partial | 0.000 | 1 | persisting | Realized Vol Pct 1y: 17.93 · Inside Day: Yes · Nr7: No · Days To Catalyst: — · Proximity Factor: 0.00 · Iv Pctile: — |
| 2026-09-01 | N4 · Structural-Derate Continuation | partial | 0.158 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 1.61 >= 1.30 (high),sma_dist_200 -12.8% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 14 < 60 (calm) · Fragility Legs Fired: 2.00 · Credit Amplified: No |
| 2026-08-31 | A4 · Pre-Catalyst Coiling | partial | 0.000 | 1 | persisting | Realized Vol Pct 1y: 13.55 · Inside Day: No · Nr7: Yes · Days To Catalyst: — · Proximity Factor: 0.00 · Iv Pctile: — |
| 2026-08-31 | N4 · Structural-Derate Continuation | partial | 0.000 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 1.64 >= 1.30 (high),sma_dist_200 -12.8% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 14 < 60 (calm) · Fragility Legs Fired: 2.00 · Credit Amplified: No |
| 2026-08-28 | A4 · Pre-Catalyst Coiling | partial | 0.000 | 1 | new | Realized Vol Pct 1y: 12.75 · Inside Day: Yes · Nr7: No · Days To Catalyst: — · Proximity Factor: 0.00 · Iv Pctile: — |
| 2026-08-25 | N4 · Structural-Derate Continuation | primed | 0.968 | 1 | persisting | Regime Tag: structural_derate · Fragile: Yes · Gate Abstained: No · Fragility Reasons: beta 1.66 >= 1.30 (high),sma_dist_200 -12.8% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 88 >= 60 (elevated) · Fragility Legs Fired: 3.00 · Credit Amplified: No |
| 2026-08-21 | N6 · PEAD Miss Drift | partial | 0.154 | 1 | decayed | Eps Surprise: -0.04 · Days Since Earnings: 9.00 · Recency Max: 10.00 · Primed Floor: -0.10 · Partial Floor: -0.03 · Direction Of Evidence: pead_miss_continuation |
| 2026-08-20 | N4 · Structural-Derate Continuation | primed | 0.970 | 1 | new | Regime Tag: structural_derate · Fragile: Yes · Gate Abstained: No · Fragility Reasons: beta 1.66 >= 1.30 (high),sma_dist_200 -12.8% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 88 >= 60 (elevated) · Fragility Legs Fired: 3.00 · Credit Amplified: No |
| 2026-08-14 | N3 · Failed Breakout | primed | 0.901 | 1 | exited | Breakout Level: sma20 · Dist 52w High: -0.10 · Sma Dist 20: -0.02 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-12 | A2 · Oversold Sympathy | partial | 0.951 | 1 | exited | 1-day return: -11.11% · 1-day return: -11.11% · Beta (60d): 1.83 · Sector return (1d): -1.61% · Sector return: -1.61% · Borrowed drop: -8.17% |
| 2026-08-07 | N6 · PEAD Miss Drift | partial | 0.154 | 1 | persisting | Eps Surprise: -0.04 · Days Since Earnings: 9.00 · Recency Max: 10.00 · Primed Floor: -0.10 · Partial Floor: -0.03 · Direction Of Evidence: pead_miss_continuation |
| 2026-08-06 | N6 · PEAD Miss Drift | partial | 0.154 | 1 | persisting | Eps Surprise: -0.04 · Days Since Earnings: 8.00 · Recency Max: 10.00 · Primed Floor: -0.10 · Partial Floor: -0.03 · Direction Of Evidence: pead_miss_continuation |
| 2026-08-05 | A2 · Oversold Sympathy | partial | 0.951 | 1 | decayed | 1-day return: -11.11% · 1-day return: -11.11% · Beta (60d): 1.83 · Sector return (1d): -1.61% · Sector return: -1.61% · Borrowed drop: -8.17% |
| 2026-08-05 | N6 · PEAD Miss Drift | partial | 0.159 | 1 | persisting | Eps Surprise: -0.04 · Days Since Earnings: 7.00 · Recency Max: 10.00 · Primed Floor: -0.10 · Partial Floor: -0.03 · Direction Of Evidence: pead_miss_continuation |
| 2026-08-04 | N6 · PEAD Miss Drift | partial | 0.167 | 1 | persisting | Eps Surprise: -0.04 · Days Since Earnings: 6.00 · Recency Max: 10.00 · Primed Floor: -0.10 · Partial Floor: -0.03 · Direction Of Evidence: pead_miss_continuation |
| 2026-08-03 | N6 · PEAD Miss Drift | partial | 0.174 | 1 | persisting | Eps Surprise: -0.04 · Days Since Earnings: 5.00 · Recency Max: 10.00 · Primed Floor: -0.10 · Partial Floor: -0.03 · Direction Of Evidence: pead_miss_continuation |
| 2026-07-31 | N3 · Failed Breakout | primed | 0.901 | 1 | decayed | Breakout Level: sma20 · Dist 52w High: -0.10 · Sma Dist 20: -0.02 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-31 | N6 · PEAD Miss Drift | partial | 0.187 | 1 | persisting | Eps Surprise: -0.04 · Days Since Earnings: 2.00 · Recency Max: 10.00 · Primed Floor: -0.10 · Partial Floor: -0.03 · Direction Of Evidence: pead_miss_continuation |
| 2026-07-30 | N6 · PEAD Miss Drift | partial | 0.197 | 1 | new | Eps Surprise: -0.04 · Days Since Earnings: 1.00 · Recency Max: 10.00 · Primed Floor: -0.10 · Partial Floor: -0.03 · Direction Of Evidence: pead_miss_continuation |
| 2026-07-29 | A2 · Oversold Sympathy | partial | 0.951 | 1 | new | 1-day return: -11.11% · 1-day return: -11.11% · Beta (60d): 1.83 · Sector return (1d): -1.61% · Sector return: -1.61% · Borrowed drop: -8.17% |
| 2026-07-22 | A2 · Oversold Sympathy | partial | 0.203 | 1 | exited | 1-day return: -4.67% · 1-day return: -4.67% · Beta (60d): 1.44 · Sector return (1d): -1.95% · Sector return: -1.95% · Borrowed drop: -1.87% |
| 2026-07-17 | N3 · Failed Breakout | primed | 0.901 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.10 · Sma Dist 20: -0.02 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-16 | N3 · Failed Breakout | primed | 0.749 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.08 · Sma Dist 20: 0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-16 | A3 · Positioning Extreme | partial | 0.000 | 1 | exited | Short Pct Float: — · Ret 20d: 0.04 · Dist 52w Low: 0.48 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-07-15 | A2 · Oversold Sympathy | partial | 0.203 | 1 | decayed | 1-day return: -4.67% · 1-day return: -4.67% · Beta (60d): 1.44 · Sector return (1d): -1.95% · Sector return: -1.95% · Borrowed drop: -1.87% |
| 2026-07-13 | A5 · Mechanical Reversion | partial | 0.557 | 1 | exited | 1-day return: -1.53% · 1-day return: -1.53% · Beta (60d): 1.61 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -1.53% |
| 2026-07-08 | A2 · Oversold Sympathy | partial | 0.203 | 1 | new | 1-day return: -4.67% · 1-day return: -4.67% · Beta (60d): 1.44 · Sector return (1d): -1.95% · Sector return: -1.95% · Borrowed drop: -1.87% |
| 2026-07-07 | N3 · Failed Breakout | primed | 0.925 | 1 | new | Breakout Level: sma20 · Dist 52w High: -0.09 · Sma Dist 20: -0.02 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-06 | A5 · Mechanical Reversion | partial | 0.557 | 1 | decayed | 1-day return: -1.53% · 1-day return: -1.53% · Beta (60d): 1.61 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -1.53% |
| 2026-07-01 | A2 · Oversold Sympathy | partial | 0.670 | 2 | decayed | 1-day return: -3.74% · 1-day return: -3.74% · Beta (60d): 1.57 · Sector return (1d): -0.30% · Sector return: -0.30% · Borrowed drop: -3.27% |
| 2026-06-28 | A5 · Mechanical Reversion | partial | 0.557 | 1 | persisting | 1-day return: -1.53% · 1-day return: -1.53% · Beta (60d): 1.61 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -1.53% |
| 2026-06-27 | A5 · Mechanical Reversion | partial | 0.543 | 1 | persisting | 1-day return: -1.53% · 1-day return: -1.53% · Beta (60d): 1.61 · Spy Ret 1d: -0.00 · Spy Ret Pct: -0.04% · Beta Residual Pct: -1.47% |
| 2026-06-26 | A5 · Mechanical Reversion | primed | 0.985 | 1 | persisting | 1-day return: -1.53% · 1-day return: -1.53% · Beta (60d): 1.61 · Spy Ret 1d: 0.04 · Spy Ret Pct: 3.60% · Beta Residual Pct: -7.32% |
| 2026-06-25 | A3 · Positioning Extreme | partial | 0.000 | 1 | decayed | Short Pct Float: — · Ret 20d: 0.04 · Dist 52w Low: 0.48 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-06-24 | N3 · Failed Breakout | primed | 0.734 | 2 | decayed | Breakout Level: sma20 · Dist 52w High: -0.11 · Sma Dist 20: -0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-24 | A5 · Mechanical Reversion | primed | 0.670 | 2 | persisting | 1-day return: -3.74% · 1-day return: -3.74% · Beta (60d): 1.57 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.36% · Beta Residual Pct: -4.31% |
| 2026-06-24 | A2 · Oversold Sympathy | partial | 0.670 | 2 | new | 1-day return: -3.74% · 1-day return: -3.74% · Beta (60d): 1.57 · Sector return (1d): -0.30% · Sector return: -0.30% · Borrowed drop: -3.27% |
| 2026-06-23 | A5 · Mechanical Reversion | partial | 0.078 | 1 | persisting | 1-day return: -2.00% · 1-day return: -2.00% · Beta (60d): 1.53 · Spy Ret 1d: -0.01 · Spy Ret Pct: -1.20% · Beta Residual Pct: -0.17% |
| 2026-06-22 | A5 · Mechanical Reversion | partial | 0.110 | 1 | persisting | 1-day return: -0.22% · 1-day return: -0.22% · Beta (60d): 1.47 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.02% · Beta Residual Pct: -0.25% |
| 2026-06-21 | A5 · Mechanical Reversion | partial | 0.491 | 1 | persisting | 1-day return: 1.27% · 1-day return: 1.27% · Beta (60d): 1.48 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: 1.27% |
| 2026-06-20 | A5 · Mechanical Reversion | partial | 0.493 | 1 | persisting | 1-day return: 1.27% · 1-day return: 1.27% · Beta (60d): 1.48 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: 1.27% |
| 2026-06-17 | A2 · Oversold Sympathy | partial | 0.734 | 2 | decayed | 1-day return: -4.68% · 1-day return: -4.68% · Beta (60d): 1.42 · Sector return (1d): -0.44% · Sector return: -0.44% · Borrowed drop: -4.06% |
| 2026-06-10 | N3 · Failed Breakout | primed | 0.734 | 2 | new | Breakout Level: sma20 · Dist 52w High: -0.11 · Sma Dist 20: -0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-10 | A2 · Oversold Sympathy | partial | 0.734 | 2 | new | 1-day return: -4.68% · 1-day return: -4.68% · Beta (60d): 1.42 · Sector return (1d): -0.44% · Sector return: -0.44% · Borrowed drop: -4.06% |
| 2026-06-04 | A3 · Positioning Extreme | partial | 0.000 | 1 | persisting | Short Pct Float: — · Ret 20d: 0.04 · Dist 52w Low: 0.48 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-06-03 | A3 · Positioning Extreme | partial | 0.000 | 1 | persisting | Short Pct Float: — · Ret 20d: 0.04 · Dist 52w Low: 0.46 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |