MORN
Morningstar, Inc.
Screener candidate detail · 1 active archetype
Active
1
archetypes
History
31
rows
Days on list
1
oldest active
Screener Funnel
✓Fired
4 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 Sympathypartialnew
score: 0.492confluence: 1days: 1as of 2026-07-21
Triggers:ret_1d -3.6%quality:passdemoted:partial explained by sub_industry_move (attribution_confidence=medium)no_own_news (weak flag — store coverage limited)borrowed_drop -3.45pp (unexplained)sector_explained -1.13×+0.1%=-0.1pp
Dislocation:
1-day return
-3.59%
1-day return
-3.59%
Beta (60d)
-1.13
Sector return (1d)
0.12%
Sector return
0.12%
Borrowed drop
-3.45%
Own news
No
Newsless
Yes
Regime at flag: TRANSITIONAL
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.
A2 · Oversold Sympathylong recoveryactive
11 days
N3 · Failed Breakout
3 days
A3 · Positioning Extreme
4 days
A5 · Mechanical Reversion
13 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: 2/4 directionally right · mean -2.6% · small sample, illustrative not proof
A2 · Oversold Sympathylong recovery2026-07-22 → open4 bars
+9.6%open · MTM
A2 · Oversold Sympathylong recovery2026-07-09 → 2026-07-102 bars
+2.7%dropped
N3 · Failed Breakoutshort fragility2026-07-09 → open13 bars
-13.7%open · MTM
A5 · Mechanical Reversionlong recovery2026-06-15 → 2026-06-2910 bars
-7.5%closed
A2 · Oversold Sympathylong recovery2026-06-12 → 2026-06-237 bars
-7.6%closed
A3 · Positioning Extremelong recovery2026-06-04 → 2026-06-083 bars
+2.1%closed
Lifecycle History(newest first, up to 60 rows)
| Date | Archetype | State | Score | Confluence | Status | Dislocation |
|---|---|---|---|---|---|---|
| 2026-07-23 | N3 · Failed Breakout | primed | 0.261 | 1 | decayed | Breakout Level: sma20 · Dist 52w High: -0.45 · Sma Dist 20: -0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-21 | A2 · Oversold Sympathy | partial | 0.492 | 1 | new | 1-day return: -3.59% · 1-day return: -3.59% · Beta (60d): -1.13 · Sector return (1d): 0.12% · Sector return: 0.12% · Borrowed drop: -3.45% |
| 2026-07-16 | A3 · Positioning Extreme | partial | 0.000 | 1 | exited | Short Pct Float: — · Ret 20d: 0.09 · Dist 52w Low: 0.20 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-07-15 | A2 · Oversold Sympathy | primed | 0.747 | 1 | decayed | 1-day return: -3.53% · 1-day return: -3.53% · Beta (60d): -0.72 · Sector return (1d): -1.95% · Sector return: -1.95% · Borrowed drop: -4.93% |
| 2026-07-09 | N3 · Failed Breakout | primed | 0.261 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.45 · Sma Dist 20: -0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-09 | A5 · Mechanical Reversion | partial | 0.570 | 1 | exited | 1-day return: -1.39% · 1-day return: -1.39% · Beta (60d): -0.37 · Spy Ret 1d: -0.00 · Spy Ret Pct: -0.37% · Beta Residual Pct: -1.53% |
| 2026-07-08 | N3 · Failed Breakout | primed | 0.747 | 1 | new | Breakout Level: sma20 · Dist 52w High: -0.45 · Sma Dist 20: 0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-08 | A2 · Oversold Sympathy | primed | 0.747 | 1 | new | 1-day return: -3.53% · 1-day return: -3.53% · Beta (60d): -0.72 · Sector return (1d): -1.95% · Sector return: -1.95% · Borrowed drop: -4.93% |
| 2026-07-06 | A2 · Oversold Sympathy | partial | 0.924 | 2 | exited | 1-day return: -6.68% · 1-day return: -6.68% · Beta (60d): -0.32 · Sector return (1d): -0.89% · Sector return: -0.89% · Borrowed drop: -6.97% |
| 2026-07-02 | A5 · Mechanical Reversion | partial | 0.570 | 1 | decayed | 1-day return: -1.39% · 1-day return: -1.39% · Beta (60d): -0.37 · Spy Ret 1d: -0.00 · Spy Ret Pct: -0.37% · Beta Residual Pct: -1.53% |
| 2026-06-28 | A2 · Oversold Sympathy | partial | 0.924 | 2 | decayed | 1-day return: -6.68% · 1-day return: -6.68% · Beta (60d): -0.32 · Sector return (1d): -0.89% · Sector return: -0.89% · Borrowed drop: -6.97% |
| 2026-06-25 | A5 · Mechanical Reversion | partial | 0.570 | 1 | persisting | 1-day return: -1.39% · 1-day return: -1.39% · Beta (60d): -0.37 · Spy Ret 1d: -0.00 · Spy Ret Pct: -0.37% · Beta Residual Pct: -1.53% |
| 2026-06-25 | A3 · Positioning Extreme | partial | 0.000 | 1 | decayed | Short Pct Float: — · Ret 20d: 0.09 · Dist 52w Low: 0.20 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-06-24 | A5 · Mechanical Reversion | partial | 0.629 | 1 | persisting | 1-day return: -1.93% · 1-day return: -1.93% · Beta (60d): -0.43 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.36% · Beta Residual Pct: -1.77% |
| 2026-06-22 | A5 · Mechanical Reversion | partial | 0.120 | 1 | persisting | 1-day return: -0.18% · 1-day return: -0.18% · Beta (60d): -0.30 · Spy Ret 1d: -0.00 · Spy Ret Pct: -0.33% · Beta Residual Pct: -0.27% |
| 2026-06-21 | A5 · Mechanical Reversion | primed | 0.924 | 2 | persisting | 1-day return: -6.68% · 1-day return: -6.68% · Beta (60d): -0.32 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -6.68% |
| 2026-06-21 | A2 · Oversold Sympathy | partial | 0.924 | 2 | persisting | 1-day return: -6.68% · 1-day return: -6.68% · Beta (60d): -0.32 · Sector return (1d): -0.89% · Sector return: -0.89% · Borrowed drop: -6.97% |
| 2026-06-20 | A5 · Mechanical Reversion | primed | 0.928 | 2 | persisting | 1-day return: -6.68% · 1-day return: -6.68% · Beta (60d): -0.32 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -6.68% |
| 2026-06-20 | A2 · Oversold Sympathy | partial | 0.928 | 2 | persisting | 1-day return: -6.68% · 1-day return: -6.68% · Beta (60d): -0.32 · Sector return (1d): -0.89% · Sector return: -0.89% · Borrowed drop: -6.97% |
| 2026-06-19 | A5 · Mechanical Reversion | primed | 0.930 | 2 | persisting | 1-day return: -6.68% · 1-day return: -6.68% · Beta (60d): -0.32 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -6.68% |
| 2026-06-19 | A2 · Oversold Sympathy | partial | 0.930 | 2 | persisting | 1-day return: -6.68% · 1-day return: -6.68% · Beta (60d): -0.32 · Sector return (1d): -0.89% · Sector return: -0.89% · Borrowed drop: -6.97% |
| 2026-06-18 | A5 · Mechanical Reversion | partial | 0.848 | 2 | persisting | 1-day return: -5.13% · 1-day return: -5.13% · Beta (60d): -0.25 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-18 | A2 · Oversold Sympathy | primed | 0.848 | 2 | persisting | 1-day return: -5.13% · 1-day return: -5.13% · Beta (60d): -0.25 · Sector return (1d): 0.12% · Sector return: 0.12% · Borrowed drop: -5.10% |
| 2026-06-17 | A5 · Mechanical Reversion | partial | 0.844 | 2 | persisting | 1-day return: -4.96% · 1-day return: -4.96% · Beta (60d): -0.17 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-17 | A2 · Oversold Sympathy | partial | 0.844 | 2 | persisting | 1-day return: -4.96% · 1-day return: -4.96% · Beta (60d): -0.17 · Sector return (1d): -0.55% · Sector return: -0.55% · Borrowed drop: -5.05% |
| 2026-06-16 | A5 · Mechanical Reversion | partial | 0.132 | 1 | persisting | 1-day return: -0.28% · 1-day return: -0.28% · Beta (60d): -0.35 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-15 | A5 · Mechanical Reversion | partial | 0.546 | 1 | persisting | 1-day return: -1.20% · 1-day return: -1.20% · Beta (60d): -0.25 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-14 | A5 · Mechanical Reversion | partial | 0.503 | 1 | persisting | 1-day return: -1.10% · 1-day return: -1.10% · Beta (60d): -0.23 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-11 | A2 · Oversold Sympathy | primed | 0.701 | 1 | new | 1-day return: -4.91% · 1-day return: -4.91% · Beta (60d): -0.21 · Sector return (1d): 0.74% · Sector return: 0.74% · Borrowed drop: -4.75% |
| 2026-06-04 | A3 · Positioning Extreme | partial | 0.000 | 1 | persisting | Short Pct Float: — · Ret 20d: 0.09 · Dist 52w Low: 0.20 · 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: 0.08 · Dist 52w Low: 0.18 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |