Signals & Smart Betas – Dashboard

QMIT ESB Factors (Beta-Neutral)

QMIT Composite Signals (Beta-Neutral)

Risk & Statistics

• Annualized Volatility: The standard deviation of returns multiplied by sqrt(12), representing the risk or fluctuation of the asset.
• Sharpe Ratio: A measure of risk-adjusted return. (Return / Volatility). Higher is better.
• Daily Hit Ratio (D): The average percentage of trading days in the rolling window where the strategy (Beta-Neutral) generated a positive return.
• Rolling 12M Hit Ratio (LTM): The average percentage of 12-month periods in the rolling window where the strategy (Beta-Neutral) generated a positive cumulative return.
• Sortino Ratio: Similar to Sharpe, but only penalizes downside volatility (negative returns). A better measure for asymmetric risk.
• Max Drawdown: The maximum observed loss from a peak to a trough of a portfolio, before a new peak is attained.
• Factor Dispersion: The standard deviation of the rank scores of all ESB factors for a given stock on a given day. High dispersion means the factors disagree (some bullish, some bearish).

Tutorial

TERMS

By creating an account, accessing the QMIT Dashboard, or using related QMIT research, signals, data, analytics, or services, you agree to the following legally binding terms.

1. Confidentiality & Non-Disclosure (NDA)

All data, proprietary models, factor definitions, and algorithmic signals displayed within this dashboard are strictly confidential. You agree not to share, distribute, broadcast, or disclose this information to any third parties without explicit written consent from QMIT. This obligation does not apply to information that: (a) is or becomes publicly available through no fault of yours; (b) was lawfully in your possession before disclosure by QMIT; or (c) is independently developed by you without use of QMIT's confidential information. Nothing in this section prevents disclosure that is: (i) legally compelled by subpoena, court order, or a governmental, regulatory, or self-regulatory authority (including the SEC, FINRA, or a state securities regulator), provided that, where legally permitted, you give QMIT prompt prior notice and reasonable cooperation to seek protective treatment; (ii) made to your own attorneys, accountants, auditors, or other professional advisers who are bound by a duty of confidentiality; or (iii) required to satisfy your own legal or regulatory obligations. Nothing in these terms limits or interferes with your right to report possible violations of law to any governmental agency or to participate in or receive an award under any whistleblower program, including under the Dodd-Frank Act or Sarbanes-Oxley Act, and you are not required to notify QMIT of any such report.

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You represent that you have legal authority to accept these terms, that your use will comply with applicable laws and regulations, and that you will not interfere with or disrupt the dashboard or related systems. You are responsible for maintaining secure devices, internet access, credentials, and appropriate data protection measures.

6. User Eligibility

The dashboard is intended for users who are capable of evaluating quantitative financial research and data. By using the dashboard, you represent that you have sufficient financial sophistication, professional support, or internal resources to independently evaluate the information provided and that you are not relying on QMIT for individualized investment advice. You further represent and warrant that you are at least eighteen (18) years of age and that you are accessing the dashboard in a professional capacity as a Registered Investment Adviser, family office, institutional user, or high-net-worth individual. The dashboard is not intended for, and may not be used by, retail investors, individuals under the age of 18, or any person in a jurisdiction where access to such services is prohibited. QMIT does not knowingly collect information from, or provide access to, anyone under the age of 18.

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15. Privacy

QMIT's collection, use, and protection of personal information is described in the Privacy Policy, which is incorporated into these terms by reference.

DISCLAIMERS

Research Platform; No Investment Advice

The dashboard is a quantitative research and data platform. QMIT is not a broker-dealer, investment adviser, financial intermediary, or fiduciary. All ranks, signals, screens, charts, heatmaps, and model outputs are provided for internal evaluation and portfolio research purposes only. They are impersonal quantitative model outputs only, not recommendations to buy, sell, hold, or short any security, and they do not reflect any investor's objectives, risk tolerance, tax status, liquidity needs, constraints, or existing portfolio.

Paid Access Is Not Advisory Compensation

Any subscription, license, trial-conversion, or other access fee is solely for access to quantitative research, data, analytics, software, and related services. Such fees are not charged for investment advice, portfolio management, brokerage services, trade execution, or fiduciary services.

No Professional Reliance

You are solely responsible for independently evaluating all dashboard information and for consulting your own investment, legal, tax, accounting, compliance, or other professional advisers as appropriate. QMIT does not provide professional advice tailored to your circumstances.

No Managed Account or Trading Authority

QMIT does not manage accounts, accept assets, place trades, execute transactions, provide brokerage services, exercise discretion over any account, or accept trading authority from any user. Users remain solely responsible for any investment or trading decisions they make outside the dashboard.

Affiliate and Conflict Disclosure

QMIT and QuantZ Capital Management ("QuantZ") are under common ownership and may share certain personnel. Any securities, sectors, factors, or model outputs referenced by QMIT may or may not be represented in portfolios of clients of QuantZ, and QMIT research does not represent all securities purchased, sold, or held by any QuantZ-managed vehicle. Nothing in the dashboard creates any fiduciary, advisory, agency, brokerage, or client relationship with QMIT or QuantZ.

QMIT manages this conflict through the following measures rather than disclosure alone. The dashboard is published on a uniform schedule and made available to all subscribers on the same basis and at the same time; no subscriber receives ranks, signals, or model outputs earlier than any other subscriber. Information barriers separate QMIT's research-publication function from QuantZ's portfolio-management activities, and personnel with access to unpublished dashboard outputs are subject to internal policies restricting trading on the basis of those outputs ahead of their scheduled publication to subscribers. QuantZ does not receive systematically earlier or preferential access to dashboard outputs by virtue of common ownership. These measures are designed to ensure that the existence of the affiliate relationship does not affect the objectivity, timing, or integrity of QMIT's published research.

No Personalized Follow-Up or Suitability Review

QMIT does not provide individualized follow-up communications, personalized advice, or user-specific guidance regarding any securities, factor ranks, dashboards, screens, or model outputs referenced in the dashboard. Any communication received by QMIT will be addressed in a general, impersonal manner consistent with QMIT's role as a quantitative research and data provider.

Hypothetical Performance and Model Limitations

Any performance data, historical ranks, spreads, charts, heatmaps, cumulative return plots, drawdowns, hit ratios, or related analytics shown in the dashboard represent hypothetical backtested model results or historical quantitative research outputs. They do not represent actual returns achieved by any investor. Hypothetical results have inherent limitations and do not reflect actual trading, transaction costs, market impact, fees, taxes, slippage, short rebates, or implementation constraints. Past model performance is not indicative of future results.

Data, Accuracy, and Forward-Looking Information

The dashboard may include data obtained from third-party sources believed to be reliable, but QMIT does not guarantee the accuracy, completeness, timeliness, or correct sequencing of any information. Model ranks, forecasts, projections, market views, and other forward-looking statements are inherently uncertain, are subject to change without notice, and may differ materially from future results. QMIT undertakes no obligation to update or revise such statements.

State Securities Law Notice

Access to this dashboard may be subject to state securities laws that are independent of and not preempted by federal law. Users are encouraged to consult applicable state law and their own professional advisers. QMIT is not registered as an investment adviser in any U.S. state.

Data Licensing

QMIT may offer institutional data licensing of its systematic factor rankings via API, FTP, dashboard access, or other delivery methods. Institutional licensing arrangements are for data and research only and do not constitute investment advisory services.

Disclaimer of Warranties and Liability

The dashboard and all content are provided on an "as is" and "as available" basis. QMIT expressly disclaims all warranties, expressed or implied, including accuracy, reliability, merchantability, fitness for a particular purpose, and non-infringement. To the fullest extent permitted by law, QMIT, QuantZ, and their affiliates, officers, employees, and agents shall not be liable for any direct, indirect, incidental, consequential, special, or punitive damages arising out of or related to use of, or inability to use, the dashboard or related services.

Aggregate Limitation of Liability

To the fullest extent permitted by applicable law, QMIT's total cumulative liability arising out of or related to these terms, the dashboard, or any related services, whether in contract, tort, or otherwise, shall not exceed the greater of (a) the total fees paid by you to QMIT in the twelve (12) months preceding the event giving rise to the claim, or (b) five hundred U.S. dollars (USD $500). This cap applies in the aggregate across all claims and does not apply to liability that cannot be limited or excluded under applicable law.

PRIVACY POLICY

Effective date: January 1, 2026. This Privacy Policy explains how QuantZ Machine Intelligence Technologies ("QMIT," "we," "us") collects, uses, discloses, and protects personal information in connection with the QMIT Dashboard. It is incorporated into the TERMS by reference.

1. Data Controller

QMIT is the data controller for personal information processed through the dashboard. For any privacy request or question, contact our privacy point of contact at it@quantzqmit.com, QuantZ Machine Intelligence Technologies, 85 Broad St., 18th Floor, New York, NY 10004.

2. Categories of Personal Information We Collect

We collect information you provide at registration and in your account: first and last name, business email address, job title, company, LinkedIn profile URL, and a hashed password. We also collect usage and technical data generated through your use of the dashboard, including session tokens, login timestamps, the tickers and dates you view, and limited diagnostic logs. Payment is processed by our payment processor, Stripe; we receive subscription status and billing metadata but do not store full payment card numbers.

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We process personal information to: create and authenticate your account; provide, secure, and maintain the dashboard; process subscriptions and prevent abuse; communicate service, verification, and billing messages; and comply with legal obligations. Where the GDPR applies, our legal bases are the performance of a contract (Art. 6(1)(b)), our legitimate interests in operating and securing the platform (Art. 6(1)(f)), compliance with legal obligations (Art. 6(1)(c)), and, where applicable, your consent (Art. 6(1)(a)).

4. How We Share Information

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Depending on your jurisdiction, you may have the right to access, correct, delete, or port your personal information; to restrict or object to certain processing; and to withdraw consent. Under the GDPR these include the rights in Articles 15–21; under the CCPA/CPRA these include the rights to know, delete, correct, and to opt out of "sale" or "sharing" (we do not sell or share personal information as those terms are defined). To exercise any right, contact it@quantzqmit.com. We will respond within the timeframes required by applicable law and will not discriminate against you for exercising your rights. You also have the right to lodge a complaint with your local supervisory authority.

7. International Transfers

QMIT is based in the United States, and personal information may be processed in the United States and other countries. Where required, we rely on appropriate safeguards (such as the European Commission's Standard Contractual Clauses) for cross-border transfers.

8. Security

We implement commercially reasonable administrative, technical, and physical safeguards to protect personal information. In the event of a breach affecting your personal information, we will notify you and any applicable authority without undue delay and in accordance with applicable law, as described in the TERMS.

9. Children

The dashboard is intended only for professional users aged 18 or older. We do not knowingly collect personal information from anyone under 18, and the platform is not directed to children under 13 within the meaning of the Children's Online Privacy Protection Act (COPPA).

10. Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be communicated by updating the effective date above and, where appropriate, by additional notice. Continued use of the dashboard after an update constitutes acceptance of the revised policy.