HRB
H&R Block
Screener candidate detail · 2 active archetypes
Active
2
archetypes
History
40
rows
Days on list
5
oldest active
Screener Funnel
✓Fired
5 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
A2 · Oversold Sympathyprimedpersisting
score: 0.923confluence: 1days: 5as of 2026-09-08
Triggers:ret_1d -6.7%quality:passunexplained:idiosyncratic — real A2 (attribution_confidence=low; low confidence here = HIGH A2 conviction)no_own_news (weak flag — store coverage limited)borrowed_drop -7.04pp (unexplained)sector_explained -0.45×-0.8%=+0.4pp
Dislocation:
1-day return
-6.68%
1-day return
-6.68%
Beta (60d)
-0.45
Sector return (1d)
-0.80%
Sector return
-0.80%
Borrowed drop
-7.04%
Own news
No
Newsless
Yes
Regime at flag: CAUTIOUS
A3 · Positioning Extremepartialpersisting
score: 0.000confluence: 0days: 101as of 2026-09-11
Triggers:short_pct 13.3% (below 15% floor)days_to_cover 10.66 (extreme)ret_20d -17.0% (falling)dist_52w_low +62.7% (above lows)price_holding:not_confirmedprice_resilient:not_confirmed (needs ret_20d >= +5% for primed)skew:no_options_data (co_options_daily absent — sparse by design)quality:pass
Dislocation:
Short Pct Float
13.34
Days To Cover
10.66
Ret 20d
-0.17
Dist 52w Low
0.63
Short Extreme
Yes
Short Pct Extreme
No
Days To Cover Extreme
Yes
Price Holding
No
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.
A3 · Positioning Extremelong recoveryactive
12 days
A2 · Oversold Sympathylong recoveryactive
12 daysripe: Loaded
N3 · Failed Breakout
3 days
N2 · Overextended Blowoff
2 days
A5 · Mechanical Reversion
11 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: 3/5 directionally right · mean +0.3% · small sample, illustrative not proof
A2 · Oversold Sympathylong recovery2026-09-08 → open4 bars
-8.4%open · MTM
A2 · Oversold Sympathylong recovery2026-08-18 → 2026-08-203 bars
+2.8%closed
N3 · Failed Breakoutshort fragility2026-08-14 → open20 bars
+15.7%open · MTM
N2 · Overextended Blowoffshort fragility2026-08-13 → open21 bars
+16.2%open · MTM
A2 · Oversold Sympathylong recovery2026-07-31 → 2026-08-032 bars
+1.2%closed
A2 · Oversold Sympathylong recovery2026-07-22 → 2026-07-232 bars
-2.0%dropped
A5 · Mechanical Reversionlong recovery2026-06-15 → 2026-06-247 bars
+1.7%closed
A2 · Oversold Sympathylong recovery2026-06-12 → 2026-06-237 bars
-2.3%closed
A3 · Positioning Extremelong recovery2026-06-04 → open69 bars
+14.4%open · MTM
Lifecycle History(newest first, up to 60 rows)
| Date | Archetype | State | Score | Confluence | Status | Dislocation |
|---|---|---|---|---|---|---|
| 2026-09-11 | A3 · Positioning Extreme | partial | 0.000 | 0 | persisting | Short Pct Float: 13.34 · Days To Cover: 10.66 · Ret 20d: -0.17 · Dist 52w Low: 0.63 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-09-10 | A3 · Positioning Extreme | partial | 0.000 | 0 | persisting | Short Pct Float: 14.19 · Days To Cover: 5.11 · Ret 20d: -0.18 · Dist 52w Low: 0.64 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-09-09 | A3 · Positioning Extreme | partial | 0.241 | 0 | persisting | Short Pct Float: 14.19 · Days To Cover: 5.11 · Ret 20d: -0.02 · Dist 52w Low: 0.65 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-09-08 | N3 · Failed Breakout | primed | 0.511 | 1 | decayed | Breakout Level: 52w_high · Dist 52w High: -0.02 · Sma Dist 20: 0.08 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-09-08 | A2 · Oversold Sympathy | primed | 0.923 | 1 | persisting | 1-day return: -6.68% · 1-day return: -6.68% · Beta (60d): -0.45 · Sector return (1d): -0.80% · Sector return: -0.80% · Borrowed drop: -7.04% |
| 2026-09-08 | A3 · Positioning Extreme | partial | 0.923 | 1 | persisting | Short Pct Float: 14.19 · Days To Cover: 5.11 · Ret 20d: 0.01 · Dist 52w Low: 0.67 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-09-04 | A2 · Oversold Sympathy | primed | 0.793 | 1 | new | 1-day return: -4.07% · 1-day return: -4.07% · Beta (60d): -0.72 · Sector return (1d): -1.34% · Sector return: -1.34% · Borrowed drop: -5.04% |
| 2026-09-04 | A3 · Positioning Extreme | primed | 0.793 | 1 | persisting | Short Pct Float: 14.19 · Days To Cover: 5.11 · Ret 20d: 0.07 · Dist 52w Low: 0.79 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-09-03 | A3 · Positioning Extreme | primed | 0.238 | 0 | persisting | Short Pct Float: 14.19 · Days To Cover: 5.11 · Ret 20d: 0.11 · Dist 52w Low: 0.85 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-09-02 | N2 · Overextended Blowoff | partial | 0.302 | 1 | decayed | Rsi 14: 80.58 · Sma Dist 20: 0.22 · Sma Dist 50: 0.34 · Stretch: 0.34 · Atr Pct: 4.43% · 1-day return: 14.92% |
| 2026-09-02 | A3 · Positioning Extreme | primed | 0.267 | 0 | persisting | Short Pct Float: 14.19 · Days To Cover: 5.11 · Ret 20d: 0.10 · Dist 52w Low: 0.84 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-09-01 | A2 · Oversold Sympathy | partial | 0.571 | 2 | exited | 1-day return: -5.20% · 1-day return: -5.20% · Beta (60d): -0.69 · Sector return (1d): -0.91% · Sector return: -0.91% · Borrowed drop: -5.83% |
| 2026-09-01 | A3 · Positioning Extreme | primed | 0.290 | 0 | persisting | Short Pct Float: 14.19 · Days To Cover: 5.11 · Ret 20d: 0.12 · Dist 52w Low: 0.84 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-08-31 | A3 · Positioning Extreme | partial | 0.291 | 0 | persisting | Short Pct Float: 14.19 · Days To Cover: 5.11 · Ret 20d: 0.13 · Dist 52w Low: 0.87 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-08-28 | A3 · Positioning Extreme | partial | 0.290 | 0 | persisting | Short Pct Float: 14.19 · Days To Cover: 5.11 · Ret 20d: 0.18 · Dist 52w Low: 0.90 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-08-27 | A3 · Positioning Extreme | partial | 0.292 | 0 | persisting | Short Pct Float: 14.19 · Days To Cover: 5.11 · Ret 20d: 0.17 · Dist 52w Low: 0.90 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-08-26 | A3 · Positioning Extreme | partial | 0.293 | 0 | persisting | Short Pct Float: 14.19 · Days To Cover: 5.11 · Ret 20d: 0.11 · Dist 52w Low: 0.90 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-08-25 | N3 · Failed Breakout | primed | 0.511 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.02 · Sma Dist 20: 0.08 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-25 | A2 · Oversold Sympathy | partial | 0.571 | 2 | decayed | 1-day return: -5.20% · 1-day return: -5.20% · Beta (60d): -0.69 · Sector return (1d): -0.91% · Sector return: -0.91% · Borrowed drop: -5.83% |
| 2026-08-18 | A2 · Oversold Sympathy | partial | 0.571 | 2 | persisting | 1-day return: -5.20% · 1-day return: -5.20% · Beta (60d): -0.69 · Sector return (1d): -0.91% · Sector return: -0.91% · Borrowed drop: -5.83% |
| 2026-08-17 | A2 · Oversold Sympathy | partial | 0.620 | 2 | new | 1-day return: -7.29% · 1-day return: -7.29% · Beta (60d): -0.65 · Sector return (1d): -1.23% · Sector return: -1.23% · Borrowed drop: -8.09% |
| 2026-08-13 | N3 · Failed Breakout | primed | 0.301 | 1 | new | Breakout Level: 52w_high · Dist 52w High: -0.02 · Sma Dist 20: 0.19 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-13 | A2 · Oversold Sympathy | primed | 0.573 | 2 | exited | 1-day return: -6.32% · 1-day return: -6.32% · Beta (60d): -1.29 · Sector return (1d): 0.70% · Sector return: 0.70% · Borrowed drop: -5.42% |
| 2026-08-12 | N2 · Overextended Blowoff | partial | 0.302 | 1 | new | Rsi 14: 80.58 · Sma Dist 20: 0.22 · Sma Dist 50: 0.34 · Stretch: 0.34 · Atr Pct: 4.43% · 1-day return: 14.92% |
| 2026-08-06 | A2 · Oversold Sympathy | primed | 0.573 | 2 | decayed | 1-day return: -6.32% · 1-day return: -6.32% · Beta (60d): -1.29 · Sector return (1d): 0.70% · Sector return: 0.70% · Borrowed drop: -5.42% |
| 2026-07-30 | A2 · Oversold Sympathy | primed | 0.573 | 2 | new | 1-day return: -6.32% · 1-day return: -6.32% · Beta (60d): -1.29 · Sector return (1d): 0.70% · Sector return: 0.70% · Borrowed drop: -5.42% |
| 2026-07-28 | A2 · Oversold Sympathy | primed | 0.361 | 2 | decayed | 1-day return: -3.12% · 1-day return: -3.12% · Beta (60d): -1.09 · Sector return (1d): 0.23% · Sector return: 0.23% · Borrowed drop: -2.87% |
| 2026-07-21 | A2 · Oversold Sympathy | primed | 0.361 | 2 | new | 1-day return: -3.12% · 1-day return: -3.12% · Beta (60d): -1.09 · Sector return (1d): 0.23% · Sector return: 0.23% · Borrowed drop: -2.87% |
| 2026-07-06 | A5 · Mechanical Reversion | partial | 0.235 | 2 | exited | 1-day return: -0.99% · 1-day return: -0.99% · Beta (60d): -0.62 · Spy Ret 1d: -0.00 · Spy Ret Pct: -0.33% · Beta Residual Pct: -1.20% |
| 2026-07-02 | A2 · Oversold Sympathy | primed | 0.683 | 2 | exited | 1-day return: -3.73% · 1-day return: -3.73% · Beta (60d): -0.62 · Sector return (1d): 0.54% · Sector return: 0.54% · Borrowed drop: -3.39% |
| 2026-06-29 | A5 · Mechanical Reversion | partial | 0.235 | 2 | decayed | 1-day return: -0.99% · 1-day return: -0.99% · Beta (60d): -0.62 · Spy Ret 1d: -0.00 · Spy Ret Pct: -0.33% · Beta Residual Pct: -1.20% |
| 2026-06-22 | A5 · Mechanical Reversion | partial | 0.235 | 2 | persisting | 1-day return: -0.99% · 1-day return: -0.99% · Beta (60d): -0.62 · Spy Ret 1d: -0.00 · Spy Ret Pct: -0.33% · Beta Residual Pct: -1.20% |
| 2026-06-21 | A5 · Mechanical Reversion | primed | 0.395 | 2 | persisting | 1-day return: -2.70% · 1-day return: -2.70% · Beta (60d): -0.64 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -2.70% |
| 2026-06-20 | A5 · Mechanical Reversion | primed | 0.400 | 2 | persisting | 1-day return: -2.70% · 1-day return: -2.70% · Beta (60d): -0.64 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -2.70% |
| 2026-06-19 | A5 · Mechanical Reversion | primed | 0.404 | 2 | persisting | 1-day return: -2.70% · 1-day return: -2.70% · Beta (60d): -0.64 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -2.70% |
| 2026-06-18 | A5 · Mechanical Reversion | partial | 0.683 | 2 | persisting | 1-day return: -3.73% · 1-day return: -3.73% · Beta (60d): -0.62 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-17 | A5 · Mechanical Reversion | partial | 0.848 | 1 | persisting | 1-day return: -2.54% · 1-day return: -2.54% · Beta (60d): -0.58 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-16 | A5 · Mechanical Reversion | partial | 0.042 | 1 | persisting | 1-day return: 0.08% · 1-day return: 0.08% · Beta (60d): -0.68 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-15 | A5 · Mechanical Reversion | partial | 0.419 | 1 | persisting | 1-day return: -0.88% · 1-day return: -0.88% · Beta (60d): -0.74 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-14 | A5 · Mechanical Reversion | partial | 0.741 | 1 | persisting | 1-day return: 1.74% · 1-day return: 1.74% · Beta (60d): -0.74 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |