Loaded 260 VALID rows with completed 5y forward returns.

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 BASELINE — current Brina Matrix
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  Current Brina Matrix (Run 19 baseline)
    Overall: n=185, hits=104, acc=  56%, 95% CI [49%, 63%], p=0.0528
    LONG  (buy): n=68, hits=41, acc=  60%, p=0.0571
    SHORT (sell): n=117, hits=63, acc=  54%, p=0.2298

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 IMPROVEMENT 1 — drop Double Discount; promote Underestimated Growth
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  v2.5 Matrix (drop Double Discount, keep VT as bear)
    Overall: n=146, hits=85, acc=  58%, 95% CI [50%, 66%], p=0.0283
    LONG  (buy): n=29, hits=22, acc=  76%, p=0.0041
    SHORT (sell): n=117, hits=63, acc=  54%, p=0.2298

  v2.5 Strict (only UG bull + EH bear)
    Overall: n=108, hits=67, acc=  62%, 95% CI [53%, 71%], p=0.0079
    LONG  (buy): n=29, hits=22, acc=  76%, p=0.0041
    SHORT (sell): n=79, hits=45, acc=  57%, p=0.1302

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 IMPROVEMENT 2 — Gap-only with ROIC > 15% prerequisite
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  Gap-only (no MoS, no ROIC filter)
    Overall: n=215, hits=124, acc=  58%, 95% CI [51%, 64%], p=0.0144
    LONG  (buy): n=81, hits=52, acc=  64%, p=0.0070
    SHORT (sell): n=134, hits=72, acc=  54%, p=0.2185

  Gap-only + ROIC>15% prerequisite
    Overall: n=142, hits=86, acc=  61%, 95% CI [53%, 68%], p=0.0073
    LONG  (buy): n=67, hits=46, acc=  69%, p=0.0015
    SHORT (sell): n=75, hits=40, acc=  53%, p=0.3222

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 IMPROVEMENT 3 — Combination: v2.5 Strict + ROIC>15%
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  v2.5 Strict + ROIC>15%
    Overall: n=66, hits=42, acc=  64%, 95% CI [52%, 76%], p=0.0178
    LONG  (buy): n=25, hits=20, acc=  80%, p=0.0020
    SHORT (sell): n=41, hits=22, acc=  54%, p=0.3776

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 Comparison summary at 5y horizon (Run 19 data, n=108 baseline)
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  The 'v2.5' framework drops the Double Discount quadrant entirely.
  Bull-side becomes Underestimated Growth (Gap+, MoS−).
  Bear-side keeps Expensive Hype (Gap−, MoS−); optionally Value Trap.

  Compare overall accuracy and significance across the variants above.
