P2SAMAPA commited on
Commit
70653c4
·
verified ·
1 Parent(s): a4c8d57

Upload normalizing_flow_2026-05-07.json with huggingface_hub

Browse files
Files changed (1) hide show
  1. normalizing_flow_2026-05-07.json +493 -0
normalizing_flow_2026-05-07.json ADDED
@@ -0,0 +1,493 @@
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
1
+ {
2
+ "run_date": "2026-05-07",
3
+ "config": {
4
+ "HF_DATA_REPO": "P2SAMAPA/fi-etf-macro-signal-master-data",
5
+ "HF_DATA_FILE": "master_data.parquet",
6
+ "HF_OUTPUT_REPO": "P2SAMAPA/p2-etf-normalizing-flow-results",
7
+ "FI_COMMODITIES_TICKERS": [
8
+ "TLT",
9
+ "VCIT",
10
+ "LQD",
11
+ "HYG",
12
+ "VNQ",
13
+ "GLD",
14
+ "SLV"
15
+ ],
16
+ "EQUITY_SECTORS_TICKERS": [
17
+ "SPY",
18
+ "QQQ",
19
+ "XLK",
20
+ "XLF",
21
+ "XLE",
22
+ "XLV",
23
+ "XLI",
24
+ "XLY",
25
+ "XLP",
26
+ "XLU",
27
+ "GDX",
28
+ "XME",
29
+ "IWF",
30
+ "XSD",
31
+ "XBI",
32
+ "IWM"
33
+ ],
34
+ "ALL_TICKERS": [
35
+ "QQQ",
36
+ "GDX",
37
+ "XSD",
38
+ "TLT",
39
+ "XLE",
40
+ "XLP",
41
+ "XBI",
42
+ "LQD",
43
+ "XLK",
44
+ "SPY",
45
+ "XME",
46
+ "HYG",
47
+ "GLD",
48
+ "IWF",
49
+ "XLI",
50
+ "SLV",
51
+ "XLF",
52
+ "VNQ",
53
+ "XLY",
54
+ "XLV",
55
+ "XLU",
56
+ "IWM",
57
+ "VCIT"
58
+ ],
59
+ "UNIVERSES": {
60
+ "FI_COMMODITIES": [
61
+ "TLT",
62
+ "VCIT",
63
+ "LQD",
64
+ "HYG",
65
+ "VNQ",
66
+ "GLD",
67
+ "SLV"
68
+ ],
69
+ "EQUITY_SECTORS": [
70
+ "SPY",
71
+ "QQQ",
72
+ "XLK",
73
+ "XLF",
74
+ "XLE",
75
+ "XLV",
76
+ "XLI",
77
+ "XLY",
78
+ "XLP",
79
+ "XLU",
80
+ "GDX",
81
+ "XME",
82
+ "IWF",
83
+ "XSD",
84
+ "XBI",
85
+ "IWM"
86
+ ],
87
+ "COMBINED": [
88
+ "QQQ",
89
+ "GDX",
90
+ "XSD",
91
+ "TLT",
92
+ "XLE",
93
+ "XLP",
94
+ "XBI",
95
+ "LQD",
96
+ "XLK",
97
+ "SPY",
98
+ "XME",
99
+ "HYG",
100
+ "GLD",
101
+ "IWF",
102
+ "XLI",
103
+ "SLV",
104
+ "XLF",
105
+ "VNQ",
106
+ "XLY",
107
+ "XLV",
108
+ "XLU",
109
+ "IWM",
110
+ "VCIT"
111
+ ]
112
+ },
113
+ "MACRO_COLS": [
114
+ "VIX",
115
+ "DXY",
116
+ "T10Y2Y",
117
+ "TBILL_3M"
118
+ ],
119
+ "NUM_COUPLING_LAYERS": 8,
120
+ "HIDDEN_FEATURES": 256,
121
+ "EPOCHS": 500,
122
+ "BATCH_SIZE": 128,
123
+ "LEARNING_RATE": 0.001,
124
+ "WEIGHT_DECAY": 1e-05,
125
+ "RANDOM_SEED": 42,
126
+ "MIN_OBSERVATIONS": 252,
127
+ "TRAIN_START": "2008-01-01",
128
+ "NUM_SAMPLES": 50000,
129
+ "TODAY": "2026-05-07"
130
+ },
131
+ "risk_free_rate": 0.0361,
132
+ "daily_trading": {
133
+ "universes": {
134
+ "FI_COMMODITIES": {
135
+ "TLT": {
136
+ "ticker": "TLT",
137
+ "expected_return": 0.43790751695632935,
138
+ "annualized_vol": 0.5423439062824649
139
+ },
140
+ "VCIT": {
141
+ "ticker": "VCIT",
142
+ "expected_return": 0.5941064953804016,
143
+ "annualized_vol": 0.36545694322459055
144
+ },
145
+ "LQD": {
146
+ "ticker": "LQD",
147
+ "expected_return": 1.0614099502563477,
148
+ "annualized_vol": 0.49978946354496767
149
+ },
150
+ "HYG": {
151
+ "ticker": "HYG",
152
+ "expected_return": 0.16608847677707672,
153
+ "annualized_vol": 0.5372583479183795
154
+ },
155
+ "VNQ": {
156
+ "ticker": "VNQ",
157
+ "expected_return": -0.8723235130310059,
158
+ "annualized_vol": 1.3165165589274
159
+ },
160
+ "GLD": {
161
+ "ticker": "GLD",
162
+ "expected_return": -0.8150100708007812,
163
+ "annualized_vol": 0.6537610174692821
164
+ },
165
+ "SLV": {
166
+ "ticker": "SLV",
167
+ "expected_return": -3.472607374191284,
168
+ "annualized_vol": 1.2618507687025424
169
+ }
170
+ },
171
+ "EQUITY_SECTORS": {
172
+ "SPY": {
173
+ "ticker": "SPY",
174
+ "expected_return": -0.931626558303833,
175
+ "annualized_vol": 1.0604725688711276
176
+ },
177
+ "QQQ": {
178
+ "ticker": "QQQ",
179
+ "expected_return": -1.2619707584381104,
180
+ "annualized_vol": 1.1111276775729808
181
+ },
182
+ "XLK": {
183
+ "ticker": "XLK",
184
+ "expected_return": -1.1311867237091064,
185
+ "annualized_vol": 1.2158712796399518
186
+ },
187
+ "XLF": {
188
+ "ticker": "XLF",
189
+ "expected_return": -1.456614375114441,
190
+ "annualized_vol": 1.4212327213567024
191
+ },
192
+ "XLE": {
193
+ "ticker": "XLE",
194
+ "expected_return": -1.1874792575836182,
195
+ "annualized_vol": 1.5653669877654288
196
+ },
197
+ "XLV": {
198
+ "ticker": "XLV",
199
+ "expected_return": -1.0055642127990723,
200
+ "annualized_vol": 0.8805975830277499
201
+ },
202
+ "XLI": {
203
+ "ticker": "XLI",
204
+ "expected_return": -0.6162142753601074,
205
+ "annualized_vol": 1.2186687033905297
206
+ },
207
+ "XLY": {
208
+ "ticker": "XLY",
209
+ "expected_return": -0.9715469479560852,
210
+ "annualized_vol": 1.105394094317579
211
+ },
212
+ "XLP": {
213
+ "ticker": "XLP",
214
+ "expected_return": 0.623192310333252,
215
+ "annualized_vol": 0.7453409855991678
216
+ },
217
+ "XLU": {
218
+ "ticker": "XLU",
219
+ "expected_return": 0.34646832942962646,
220
+ "annualized_vol": 0.9961340698195426
221
+ },
222
+ "GDX": {
223
+ "ticker": "GDX",
224
+ "expected_return": -0.9347018003463745,
225
+ "annualized_vol": 1.4908203521296808
226
+ },
227
+ "XME": {
228
+ "ticker": "XME",
229
+ "expected_return": 0.6833490133285522,
230
+ "annualized_vol": 1.4572056132428328
231
+ },
232
+ "IWF": {
233
+ "ticker": "IWF",
234
+ "expected_return": -0.992340624332428,
235
+ "annualized_vol": 1.1268512996028017
236
+ },
237
+ "XSD": {
238
+ "ticker": "XSD",
239
+ "expected_return": -2.8552424907684326,
240
+ "annualized_vol": 1.4055968588577006
241
+ },
242
+ "XBI": {
243
+ "ticker": "XBI",
244
+ "expected_return": 0.8254069089889526,
245
+ "annualized_vol": 1.1225287287499195
246
+ },
247
+ "IWM": {
248
+ "ticker": "IWM",
249
+ "expected_return": -0.35675591230392456,
250
+ "annualized_vol": 1.2297351565719337
251
+ }
252
+ },
253
+ "COMBINED": {
254
+ "QQQ": {
255
+ "ticker": "QQQ",
256
+ "expected_return": -1.2619707584381104,
257
+ "annualized_vol": 1.1111276775729808
258
+ },
259
+ "GDX": {
260
+ "ticker": "GDX",
261
+ "expected_return": -0.9347018003463745,
262
+ "annualized_vol": 1.4908203521296808
263
+ },
264
+ "XSD": {
265
+ "ticker": "XSD",
266
+ "expected_return": -2.8552424907684326,
267
+ "annualized_vol": 1.4055968588577006
268
+ },
269
+ "TLT": {
270
+ "ticker": "TLT",
271
+ "expected_return": 0.43790751695632935,
272
+ "annualized_vol": 0.5423439062824649
273
+ },
274
+ "XLE": {
275
+ "ticker": "XLE",
276
+ "expected_return": -1.1874792575836182,
277
+ "annualized_vol": 1.5653669877654288
278
+ },
279
+ "XLP": {
280
+ "ticker": "XLP",
281
+ "expected_return": 0.623192310333252,
282
+ "annualized_vol": 0.7453409855991678
283
+ },
284
+ "XBI": {
285
+ "ticker": "XBI",
286
+ "expected_return": 0.8254069089889526,
287
+ "annualized_vol": 1.1225287287499195
288
+ },
289
+ "LQD": {
290
+ "ticker": "LQD",
291
+ "expected_return": 1.0614099502563477,
292
+ "annualized_vol": 0.49978946354496767
293
+ },
294
+ "XLK": {
295
+ "ticker": "XLK",
296
+ "expected_return": -1.1311867237091064,
297
+ "annualized_vol": 1.2158712796399518
298
+ },
299
+ "SPY": {
300
+ "ticker": "SPY",
301
+ "expected_return": -0.931626558303833,
302
+ "annualized_vol": 1.0604725688711276
303
+ },
304
+ "XME": {
305
+ "ticker": "XME",
306
+ "expected_return": 0.6833490133285522,
307
+ "annualized_vol": 1.4572056132428328
308
+ },
309
+ "HYG": {
310
+ "ticker": "HYG",
311
+ "expected_return": 0.16608847677707672,
312
+ "annualized_vol": 0.5372583479183795
313
+ },
314
+ "GLD": {
315
+ "ticker": "GLD",
316
+ "expected_return": -0.8150100708007812,
317
+ "annualized_vol": 0.6537610174692821
318
+ },
319
+ "IWF": {
320
+ "ticker": "IWF",
321
+ "expected_return": -0.992340624332428,
322
+ "annualized_vol": 1.1268512996028017
323
+ },
324
+ "XLI": {
325
+ "ticker": "XLI",
326
+ "expected_return": -0.6162142753601074,
327
+ "annualized_vol": 1.2186687033905297
328
+ },
329
+ "SLV": {
330
+ "ticker": "SLV",
331
+ "expected_return": -3.472607374191284,
332
+ "annualized_vol": 1.2618507687025424
333
+ },
334
+ "XLF": {
335
+ "ticker": "XLF",
336
+ "expected_return": -1.456614375114441,
337
+ "annualized_vol": 1.4212327213567024
338
+ },
339
+ "VNQ": {
340
+ "ticker": "VNQ",
341
+ "expected_return": -0.8723235130310059,
342
+ "annualized_vol": 1.3165165589274
343
+ },
344
+ "XLY": {
345
+ "ticker": "XLY",
346
+ "expected_return": -0.9715469479560852,
347
+ "annualized_vol": 1.105394094317579
348
+ },
349
+ "XLV": {
350
+ "ticker": "XLV",
351
+ "expected_return": -1.0055642127990723,
352
+ "annualized_vol": 0.8805975830277499
353
+ },
354
+ "XLU": {
355
+ "ticker": "XLU",
356
+ "expected_return": 0.34646832942962646,
357
+ "annualized_vol": 0.9961340698195426
358
+ },
359
+ "IWM": {
360
+ "ticker": "IWM",
361
+ "expected_return": -0.35675591230392456,
362
+ "annualized_vol": 1.2297351565719337
363
+ },
364
+ "VCIT": {
365
+ "ticker": "VCIT",
366
+ "expected_return": 0.5941064953804016,
367
+ "annualized_vol": 0.36545694322459055
368
+ }
369
+ }
370
+ },
371
+ "top_picks": {
372
+ "FI_COMMODITIES": [
373
+ {
374
+ "ticker": "LQD",
375
+ "expected_return": 1.0614099502563477,
376
+ "annualized_vol": 0.49978946354496767
377
+ },
378
+ {
379
+ "ticker": "VCIT",
380
+ "expected_return": 0.5941064953804016,
381
+ "annualized_vol": 0.36545694322459055
382
+ },
383
+ {
384
+ "ticker": "TLT",
385
+ "expected_return": 0.43790751695632935,
386
+ "annualized_vol": 0.5423439062824649
387
+ }
388
+ ],
389
+ "EQUITY_SECTORS": [
390
+ {
391
+ "ticker": "XBI",
392
+ "expected_return": 0.8254069089889526,
393
+ "annualized_vol": 1.1225287287499195
394
+ },
395
+ {
396
+ "ticker": "XME",
397
+ "expected_return": 0.6833490133285522,
398
+ "annualized_vol": 1.4572056132428328
399
+ },
400
+ {
401
+ "ticker": "XLP",
402
+ "expected_return": 0.623192310333252,
403
+ "annualized_vol": 0.7453409855991678
404
+ }
405
+ ],
406
+ "COMBINED": [
407
+ {
408
+ "ticker": "LQD",
409
+ "expected_return": 1.0614099502563477,
410
+ "annualized_vol": 0.49978946354496767
411
+ },
412
+ {
413
+ "ticker": "XBI",
414
+ "expected_return": 0.8254069089889526,
415
+ "annualized_vol": 1.1225287287499195
416
+ },
417
+ {
418
+ "ticker": "XME",
419
+ "expected_return": 0.6833490133285522,
420
+ "annualized_vol": 1.4572056132428328
421
+ }
422
+ ]
423
+ },
424
+ "flow_portfolio_weights": {
425
+ "FI_COMMODITIES": [
426
+ [
427
+ "LQD",
428
+ 0.785723603448794
429
+ ],
430
+ [
431
+ "GLD",
432
+ 0.11874838113393091
433
+ ],
434
+ [
435
+ "HYG",
436
+ 0.09552801541727515
437
+ ],
438
+ [
439
+ "TLT",
440
+ 0.0
441
+ ],
442
+ [
443
+ "VCIT",
444
+ 0.0
445
+ ]
446
+ ],
447
+ "EQUITY_SECTORS": [
448
+ [
449
+ "XLP",
450
+ 0.3103958642218106
451
+ ],
452
+ [
453
+ "IWF",
454
+ 0.28334629135885214
455
+ ],
456
+ [
457
+ "XME",
458
+ 0.1434977211912684
459
+ ],
460
+ [
461
+ "XBI",
462
+ 0.13472894226545065
463
+ ],
464
+ [
465
+ "XLK",
466
+ 0.12803118096261812
467
+ ]
468
+ ],
469
+ "COMBINED": [
470
+ [
471
+ "LQD",
472
+ 0.2857775235897415
473
+ ],
474
+ [
475
+ "IWF",
476
+ 0.23803216946436498
477
+ ],
478
+ [
479
+ "XLP",
480
+ 0.23657167538334956
481
+ ],
482
+ [
483
+ "XME",
484
+ 0.12189075099088857
485
+ ],
486
+ [
487
+ "IWM",
488
+ 0.11772788057165533
489
+ ]
490
+ ]
491
+ }
492
+ }
493
+ }