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STUDY

"Intraday Edge Expansion"

2026-08-26

| always long (full day) | +110.15% | 0.95 | -22.05% | 1.16 | 1497 |

Extensions of SPY intraday reversal finding.

1. QQQ intraday reversal (same signal as SPY)

Window: 2020-01-02 .. 2025-12-30 (1497 days)

QQQ last-15min (3:45-4:00)

| baseline (always long) | +9.60% | 0.39 | -14.51% | 1.07 | 1492 |

SignalRetSharpeMaxDDPFDays
dir=-1 (contrarian)-4.71%-0.24-10.95%0.94721
dir=+1 (momentum)+15.02%0.82-8.90%1.21771
ret_15<0-4.97%-0.26-11.01%0.94716
closepos<0.4-5.06%-0.28-10.53%0.92587
closepos>0.6+9.92%0.64-7.74%1.17660
vol_ratio>1.5+3.33%0.25-4.66%1.15155
vol_ratio<0.5-3.17%-0.84-3.98%0.3733
gap<0+19.42%0.93-4.45%1.30635
gap>0-8.39%-0.53-14.56%0.90840
vwap_signal=-1+1.42%0.10-8.38%1.03715

QQQ last-hour (3:00-4:00)

| baseline (always long) | -7.83% | -0.16 | -23.09% | 0.97 | 1495 |

SignalRetSharpeMaxDDPFDays
dir=-1 (contrarian)-22.71%-0.84-31.07%0.81724
dir=+1 (momentum)+19.25%0.71-13.35%1.18771
ret_15<0-22.55%-0.83-30.93%0.81719
closepos<0.4-11.26%-0.41-18.43%0.89589
closepos>0.6+8.84%0.38-12.90%1.10661
vol_ratio>1.5+1.61%0.10-7.47%1.06155
vol_ratio<0.5-6.92%-1.04-8.38%0.2732
gap<0+9.99%0.36-9.41%1.10636
gap>0-15.48%-0.61-21.41%0.87842
vwap_signal=-1-13.50%-0.46-24.35%0.89717

QQQ IS/OOS (dir=-1, last-15min)

SegmentSignalRetSharpeMaxDDPFDays
ISbaseline+1.82%0.13-14.51%1.02995
ISdir=-1-3.41%-0.24-10.95%0.94467
OOSbaseline+7.64%1.25-2.91%1.21497
OOSdir=-1-1.34%-0.27-3.53%0.94254

OOS bootstrap p: 0.996

2. SPY Opening Range Breakout (ORB)

Does breaking the 9:30-9:45 high/low predict direction? Window: 2020-01-02 .. 2025-12-30 (1498 days)

SignalRetSharpeMaxDDPFDays
orb_clean_up (break high, no false break)+266.63%4.16-2.97%11.44181
orb_clean_dn (break low, no false break)-66.65%-4.01-66.65%0.06147
orb_break_up (any break up)+529.48%2.30-13.53%1.451349
orb_break_dn (any break dn)-42.74%-0.58-51.91%0.911315
orb_both (whipsaw)+71.69%0.79-22.39%1.151168
no orb break (range holds)+0.10%0.490.00%inf1

ORB + contrarian combination

SignalRetSharpeMaxDDPFDays
dir=-1 AND orb_clean_up-3.61%-0.75-3.64%0.5581
dir=-1 AND orb_clean_dn-0.93%-0.18-3.47%0.8992
dir=-1 AND no orb break-0.04%-0.49-0.04%0.001
dir=+1 AND orb_clean_up-0.29%-0.08-2.03%0.96100
dir=+1 AND orb_clean_dn+3.45%0.96-0.97%2.1955

3. Consecutive red mornings (SPY)

Does the reversal effect strengthen after 2-3+ red mornings?

Consecutive redRet (last-15min)SharpeDays
1-2.65%-0.23390
2-8.20%-1.12185
3+5.78%0.6094
4+1.21%0.4038
5+0.52%0.3717

Consecutive green mornings (last-15min tends DOWN)

Consecutive greenRet (last-15min)SharpeDays
1+8.81%0.72392
2-0.53%-0.06180
3+1.97%0.4287
4-0.26%-0.1542
5-0.33%-0.2224

4. VWAP at 9:45 signal (SPY)

Does price relative to VWAP at 9:45 predict last-15min?

SignalRet (last-15min)SharpeMaxDDPFDays
always long+3.56%0.18-18.15%1.031495
close > vwap_945-1.80%-0.11-13.00%0.97763
close < vwap_945+5.45%0.32-8.16%1.09732
vwap_dist < -0.001 (below VWAP)+0.54%0.05-7.57%1.02271
vwap_dist > 0.001 (above VWAP)-0.41%-0.02-5.13%0.99235
vwap_dist < -0.002+7.50%0.56-3.02%1.4997
vwap_dist > 0.002+3.30%0.41-3.43%1.4067

5. Monotonicity: last-15min ret by ret_15 quintile (SPY)

Q(ret_15)Mean last-15min retSharpeDays
Q1+3.2691%0.24299
Q2-5.9680%-0.75299
Q3-2.6845%-0.45299
Q4+3.5338%0.54298
Q5+5.8437%0.46300

6. Best combinations IS/OOS (SPY last-15min)

SegmentSignalRetSharpeMaxDDPFDays
dir=-1
ISbaseline-3.69%-0.19-18.15%0.97995
ISdir=-1-5.16%-0.40-12.38%0.90484
OOSbaseline+7.53%1.42-2.69%1.25500
OOSdir=-1+0.71%0.18-2.86%1.04261
OOS bootstrap p: 0.993

dir=-1 AND orb_clean_up | IS | baseline | -3.69% | -0.19 | -18.15% | 0.97 | 995 | | IS | dir=-1 AND orb_clean_up | -2.40% | -0.67 | -2.70% | 0.58 | 56 | | OOS | baseline | +7.53% | 1.42 | -2.69% | 1.25 | 500 | | OOS | dir=-1 AND orb_clean_up | -1.24% | -1.04 | -1.46% | 0.50 | 25 | OOS bootstrap p: 0.973

dir=-1 AND consec_red>=2 | IS | baseline | -3.69% | -0.19 | -18.15% | 0.97 | 995 | | IS | dir=-1 AND consec_red>=2 | -1.79% | -0.17 | -5.82% | 0.94 | 229 | | OOS | baseline | +7.53% | 1.42 | -2.69% | 1.25 | 500 | | OOS | dir=-1 AND consec_red>=2 | -0.11% | -0.03 | -2.25% | 0.99 | 126 | OOS bootstrap p: 0.972

dir=-1 AND vwap_dist<-0.001 | IS | baseline | -3.69% | -0.19 | -18.15% | 0.97 | 995 | | IS | dir=-1 AND vwap_dist<-0.001 | -1.47% | -0.12 | -7.13% | 0.95 | 189 | | OOS | baseline | +7.53% | 1.42 | -2.69% | 1.25 | 500 | | OOS | dir=-1 AND vwap_dist<-0.001 | -0.19% | -0.05 | -2.42% | 0.98 | 70 | OOS bootstrap p: 0.982

Decision memo

Expanded intraday research across ETFs and signal families.