Macro Optics — Strategy Backtest

Replays the quadrant → Menu sector playbook (the 10x funnel's Macro → Sectors stages): each month, place the economy in a Growth × Inflation quadrant and lead with that quadrant's higher-probability sectors. We measure forward returns vs the lower-probability basket and vs SPY. The regime at each date uses only econ released by then (45-day lag) — no look-ahead.