exp_1077

regime-momentum-quality-value (mutate v1077)

← All V2 experiments
Relative return
1.305x
Excess vs bench
30.46%
Benchmark
CAPW_UNIV
Rolling windows
179 · monthly
Mean strategy gain
49.32%
Mean benchmark gain
14.08%
Mean excess gain
35.23%
Dispersion (ref)
21.95%
Win-rate vs bench (ref)
100.00%
Worst / best ratio (ref)
1.066x / 1.649x
Logic variants
2
Updated
Jul 19, 2026
Anchored windows (reference — strategy vs benchmark)
Kept from V1 for continuity; the objective ranks on the full rolling set, not these four.
WindowStrategyBenchmarkRatio
2006-07-03 … 2011-06-30 23.40% 2.22% 1.207x
2011-07-01 … 2016-06-30 37.46% 13.74% 1.209x
2016-07-01 … 2021-06-30 90.52% 20.63% 1.579x
2021-07-01 … 2026-06-26 49.23% 15.48% 1.292x
All rolling windows — the objective set (equal-weighted mean ratio)
Strategy Benchmark (CAPW_UNIV) Excess
2006200720082009201020112012201320142015201620172018201920202021 -20%0%20%40%60%80%100%
rolling 5y windows, monthly step — 179 windows · mean ratio 1.305x · beat benchmark in 179/179
#WindowStrategyBenchmarkRatio
1 2006-07-31 … 2011-07-29 21.29% 1.79% 1.192x
2 2006-08-31 … 2011-08-31 18.78% 0.21% 1.185x
3 2006-09-29 … 2011-08-31 16.05% -0.14% 1.162x
4 2006-10-31 … 2011-10-31 14.82% 0.23% 1.146x
5 2006-11-30 … 2011-11-30 13.17% -0.05% 1.132x
6 2006-12-29 … 2011-11-30 13.17% -0.32% 1.135x
7 2007-01-31 … 2012-01-31 12.74% 0.93% 1.117x
8 2007-02-28 … 2012-01-31 11.65% 1.43% 1.101x
9 2007-03-30 … 2012-03-30 13.71% 3.09% 1.103x
10 2007-04-30 … 2012-04-30 13.82% 2.42% 1.111x
11 2007-05-31 … 2012-05-31 10.55% 0.60% 1.099x
12 2007-06-29 … 2012-06-29 9.05% 1.92% 1.070x
13 2007-07-31 … 2012-07-31 9.83% 2.69% 1.070x
14 2007-08-31 … 2012-08-31 11.38% 2.95% 1.082x
15 2007-09-28 … 2012-09-28 10.83% 3.20% 1.074x
16 2007-10-31 … 2012-10-31 11.15% 2.60% 1.083x
17 2007-11-30 … 2012-11-30 11.48% 3.45% 1.078x
18 2007-12-31 … 2012-12-31 11.40% 3.69% 1.074x
19 2008-01-31 … 2013-01-31 14.53% 5.85% 1.082x
20 2008-02-29 … 2013-02-28 14.34% 6.82% 1.070x
21 2008-03-31 … 2013-03-28 15.59% 7.73% 1.073x
22 2008-04-30 … 2013-04-30 16.86% 7.51% 1.087x
23 2008-05-30 … 2013-04-30 14.89% 7.81% 1.066x
24 2008-06-30 … 2013-06-28 20.72% 9.33% 1.104x
25 2008-07-31 … 2013-07-31 25.25% 10.48% 1.134x
26 2008-08-29 … 2013-07-31 25.50% 10.52% 1.136x
27 2008-09-30 … 2013-09-30 31.57% 11.48% 1.180x
28 2008-10-31 … 2013-10-31 39.63% 15.76% 1.206x
29 2008-11-28 … 2013-10-31 41.16% 17.46% 1.202x
30 2008-12-31 … 2013-12-31 44.02% 18.44% 1.216x
31 2009-01-30 … 2013-12-31 45.74% 20.64% 1.208x
32 2009-02-27 … 2014-01-31 49.01% 21.63% 1.225x
33 2009-03-31 … 2014-03-31 49.63% 20.60% 1.241x
34 2009-04-30 … 2014-04-30 47.49% 19.00% 1.239x
35 2009-05-29 … 2014-04-30 50.07% 18.32% 1.268x
36 2009-06-30 … 2014-06-30 51.50% 19.01% 1.273x
37 2009-07-31 … 2014-07-31 47.66% 17.39% 1.258x
38 2009-08-31 … 2014-08-29 47.36% 17.70% 1.252x
39 2009-09-30 … 2014-09-30 42.50% 16.64% 1.222x
40 2009-10-30 … 2014-09-30 46.16% 17.08% 1.248x
41 2009-11-30 … 2014-11-28 41.51% 16.82% 1.211x
42 2009-12-31 … 2014-12-31 40.18% 16.28% 1.205x
43 2010-01-29 … 2014-12-31 42.15% 17.23% 1.213x
44 2010-02-26 … 2015-01-30 40.77% 15.80% 1.216x
45 2010-03-31 … 2015-03-31 39.68% 15.40% 1.210x
46 2010-04-30 … 2015-04-30 37.05% 15.38% 1.188x
47 2010-05-28 … 2015-04-30 39.96% 17.09% 1.195x
48 2010-06-30 … 2015-06-30 45.37% 17.45% 1.238x
49 2010-07-30 … 2015-06-30 45.00% 16.43% 1.245x
50 2010-08-31 … 2015-08-31 40.30% 15.76% 1.212x
51 2010-09-30 … 2015-09-30 37.22% 13.61% 1.208x
52 2010-10-29 … 2015-09-30 36.52% 13.06% 1.207x
53 2010-11-30 … 2015-11-30 36.79% 15.09% 1.189x
54 2010-12-31 … 2015-12-31 35.76% 13.55% 1.196x
55 2011-01-31 … 2016-01-29 33.82% 11.90% 1.196x
56 2011-02-28 … 2016-01-29 33.62% 11.53% 1.198x
57 2011-03-31 … 2016-03-31 34.31% 12.90% 1.190x
58 2011-04-29 … 2016-04-29 32.93% 12.39% 1.183x
59 2011-05-31 … 2016-05-31 35.29% 12.94% 1.198x
60 2011-06-30 … 2016-06-30 35.63% 13.30% 1.197x
61 2011-07-29 … 2016-07-29 40.28% 14.52% 1.225x
62 2011-08-31 … 2016-08-31 41.91% 15.19% 1.232x
63 2011-09-30 … 2016-09-30 42.49% 16.32% 1.225x
64 2011-10-31 … 2016-10-31 40.85% 14.02% 1.235x
65 2011-11-30 … 2016-11-30 44.92% 14.66% 1.264x
66 2011-12-30 … 2016-12-30 44.92% 14.92% 1.261x
67 2012-01-31 … 2017-01-31 45.86% 14.63% 1.272x
68 2012-02-29 … 2017-02-28 44.96% 14.78% 1.263x
69 2012-03-30 … 2017-02-28 44.71% 14.43% 1.265x
70 2012-04-30 … 2017-04-28 41.12% 14.61% 1.231x
71 2012-05-31 … 2017-05-31 44.94% 15.98% 1.250x
72 2012-06-29 … 2017-05-31 45.64% 15.44% 1.262x
73 2012-07-31 … 2017-07-31 45.93% 15.43% 1.264x
74 2012-08-31 … 2017-08-31 46.43% 15.12% 1.272x
75 2012-09-28 … 2017-08-31 45.98% 14.77% 1.272x
76 2012-10-31 … 2017-10-31 51.43% 16.12% 1.304x
77 2012-11-30 … 2017-11-30 51.53% 16.79% 1.298x
78 2012-12-31 … 2017-12-29 50.17% 16.93% 1.284x
79 2013-01-31 … 2018-01-31 51.44% 17.57% 1.288x
80 2013-02-28 … 2018-02-28 53.08% 16.21% 1.317x
81 2013-03-28 … 2018-02-28 52.10% 15.81% 1.313x
82 2013-04-30 … 2018-04-30 47.80% 14.25% 1.294x
83 2013-05-31 … 2018-05-31 39.57% 14.57% 1.218x
84 2013-06-28 … 2018-05-31 42.74% 14.97% 1.242x
85 2013-07-31 … 2018-07-31 41.80% 14.83% 1.235x
86 2013-08-30 … 2018-07-31 43.01% 15.59% 1.237x
87 2013-09-30 … 2018-09-28 42.67% 15.84% 1.232x
88 2013-10-31 … 2018-10-31 33.73% 12.89% 1.185x
89 2013-11-29 … 2018-10-31 33.61% 12.60% 1.187x
90 2013-12-31 … 2018-12-31 32.13% 9.93% 1.202x
91 2014-01-31 … 2019-01-31 33.05% 12.37% 1.184x
92 2014-02-28 … 2019-02-28 30.57% 12.38% 1.162x
93 2014-03-31 … 2019-03-29 32.82% 12.76% 1.178x
94 2014-04-30 … 2019-04-30 34.91% 13.73% 1.186x
95 2014-05-30 … 2019-04-30 34.78% 13.54% 1.187x
96 2014-06-30 … 2019-06-28 36.20% 12.81% 1.207x
97 2014-07-31 … 2019-07-31 37.84% 13.30% 1.217x
98 2014-08-29 … 2019-07-31 37.77% 12.80% 1.221x
99 2014-09-30 … 2019-09-30 39.71% 12.70% 1.240x
100 2014-10-31 … 2019-10-31 40.15% 12.91% 1.241x
101 2014-11-28 … 2019-10-31 39.92% 12.60% 1.243x
102 2014-12-31 … 2019-12-31 41.95% 14.16% 1.243x
103 2015-01-30 … 2019-12-31 41.91% 14.85% 1.236x
104 2015-02-27 … 2020-01-31 41.55% 14.04% 1.241x
105 2015-03-31 … 2020-03-31 40.26% 8.56% 1.292x
106 2015-04-30 … 2020-04-30 45.07% 11.65% 1.299x
107 2015-05-29 … 2020-05-29 43.41% 12.61% 1.273x
108 2015-06-30 … 2020-06-30 43.46% 13.64% 1.262x
109 2015-07-31 … 2020-07-31 46.20% 14.60% 1.276x
110 2015-08-31 … 2020-08-31 51.87% 18.07% 1.286x
111 2015-09-30 … 2020-09-30 51.26% 17.05% 1.292x
112 2015-10-30 … 2020-10-30 46.41% 14.60% 1.278x
113 2015-11-30 … 2020-11-30 57.17% 17.43% 1.338x
114 2015-12-31 … 2020-12-31 58.70% 18.65% 1.338x
115 2016-01-29 … 2021-01-29 96.63% 19.26% 1.649x
116 2016-02-29 … 2021-02-26 91.77% 19.79% 1.601x
117 2016-03-31 … 2021-03-31 92.89% 19.42% 1.615x
118 2016-04-29 … 2021-03-31 94.82% 19.66% 1.628x
119 2016-05-31 … 2021-05-28 93.06% 20.42% 1.603x
120 2016-06-30 … 2021-06-30 92.42% 21.06% 1.589x
121 2016-07-29 … 2021-06-30 90.52% 20.63% 1.579x
122 2016-08-31 … 2021-08-31 91.49% 21.75% 1.573x
123 2016-09-30 … 2021-09-30 86.54% 20.22% 1.552x
124 2016-10-31 … 2021-10-29 92.80% 22.50% 1.574x
125 2016-11-30 … 2021-11-30 90.74% 21.87% 1.565x
126 2016-12-30 … 2021-11-30 91.45% 21.75% 1.572x
127 2017-01-31 … 2022-01-31 80.25% 20.17% 1.500x
128 2017-02-28 … 2022-02-28 79.09% 18.51% 1.511x
129 2017-03-31 … 2022-03-31 82.93% 19.46% 1.531x
130 2017-04-28 … 2022-03-31 84.74% 19.46% 1.546x
131 2017-05-31 … 2022-05-31 79.53% 15.59% 1.553x
132 2017-06-30 … 2022-06-30 78.71% 13.08% 1.580x
133 2017-07-31 … 2022-07-29 77.58% 15.16% 1.542x
134 2017-08-31 … 2022-08-31 74.13% 13.72% 1.531x
135 2017-09-29 … 2022-08-31 73.85% 13.56% 1.531x
136 2017-10-31 … 2022-10-31 66.13% 11.86% 1.485x
137 2017-11-30 … 2022-11-30 65.87% 12.52% 1.474x
138 2017-12-29 … 2022-11-30 67.15% 12.46% 1.486x
139 2018-01-31 … 2023-01-31 60.09% 11.01% 1.442x
140 2018-02-28 … 2023-02-28 57.63% 11.03% 1.420x
141 2018-03-29 … 2023-02-28 58.75% 11.72% 1.421x
142 2018-04-30 … 2023-04-28 57.32% 13.01% 1.392x
143 2018-05-31 … 2023-05-31 59.38% 12.95% 1.411x
144 2018-06-29 … 2023-05-31 58.25% 13.01% 1.400x
145 2018-07-31 … 2023-07-31 63.08% 14.67% 1.422x
146 2018-08-31 … 2023-08-31 60.32% 13.51% 1.412x
147 2018-09-28 … 2023-08-31 60.22% 13.56% 1.411x
148 2018-10-31 … 2023-10-31 60.59% 12.60% 1.426x
149 2018-11-30 … 2023-11-30 62.35% 14.58% 1.417x
150 2018-12-31 … 2023-12-29 69.43% 17.26% 1.445x
151 2019-01-31 … 2024-01-31 70.13% 16.27% 1.463x
152 2019-02-28 … 2024-01-31 70.13% 15.94% 1.467x
153 2019-03-29 … 2024-03-28 82.76% 17.50% 1.555x
154 2019-04-30 … 2024-04-30 79.70% 15.50% 1.556x
155 2019-05-31 … 2024-05-31 82.34% 18.12% 1.544x
156 2019-06-28 … 2024-06-28 79.73% 17.99% 1.523x
157 2019-07-31 … 2024-07-31 75.09% 17.70% 1.488x
158 2019-08-30 … 2024-08-30 73.90% 18.41% 1.469x
159 2019-09-30 … 2024-09-30 77.32% 18.65% 1.494x
160 2019-10-31 … 2024-10-31 77.95% 17.87% 1.510x
161 2019-11-29 … 2024-11-29 82.49% 18.64% 1.538x
162 2019-12-31 … 2024-12-31 74.36% 17.62% 1.482x
163 2020-01-31 … 2025-01-31 79.67% 18.07% 1.522x
164 2020-02-28 … 2025-02-28 76.21% 19.00% 1.481x
165 2020-03-31 … 2025-03-31 73.80% 19.24% 1.458x
166 2020-04-30 … 2025-04-30 69.01% 16.49% 1.451x
167 2020-05-29 … 2025-04-30 68.94% 15.80% 1.459x
168 2020-06-30 … 2025-06-30 66.62% 18.19% 1.410x
169 2020-07-31 … 2025-07-31 64.56% 17.87% 1.396x
170 2020-08-31 … 2025-08-29 63.34% 16.69% 1.400x
171 2020-09-30 … 2025-09-30 68.24% 18.57% 1.419x
172 2020-10-30 … 2025-09-30 72.00% 19.43% 1.440x
173 2020-11-30 … 2025-11-28 60.81% 17.77% 1.365x
174 2020-12-31 … 2025-12-31 63.06% 16.92% 1.395x
175 2021-01-29 … 2025-12-31 39.13% 17.20% 1.187x
176 2021-02-26 … 2026-01-30 46.01% 17.04% 1.248x
177 2021-03-31 … 2026-03-31 44.35% 14.07% 1.265x
178 2021-04-30 … 2026-04-30 44.63% 16.03% 1.247x
179 2021-05-28 … 2026-04-30 44.50% 16.22% 1.243x
Notes
mode=exploit; family=regime-momentum-quality-value. Auto (mutate); variant=1077.
Lesson notes
#92 · degrade · relative_return Δ -0.1212 · parent exp_758 · Jul 19, 2026 · auto/exploit; benchmark CAPW_UNIV
exploit/regime-momentum-quality-value: relative_return 1.3046x (delta -0.1212 vs exp_758); win-rate 100.0%, worst-window 1.065647, dispersion 21.9515%.
Monthly picks — top stocks selected each month (whole timeline)
timeline — 240 months · top 15 each
Month 123456789101112131415
2006-07-31 SLG LH USB CPB KO JNJ PEP BRK-B ES DGX LNT GL ESS CPQ ATO
2006-08-31 MNST ILMN MAY AKAM ATI ADM NUE EME SLG DECK STLD LVS TEX GRMN FIX
2006-09-29 MAY ILMN AKAM MNST LVS AAL AT BKNG EME ATI TEX DECK DLR MTW ADM
2006-10-31 MAY AKAM DECK MNST ILMN BKNG AT ATI LVS ALGN BMET EME INCLF AAL NVDA
2006-11-30 MAY ILMN ICE ATI AKAM DECK MTW ALGN AT UAA NVDA REGN GRMN ALB BMET
2006-12-29 MAY ICE ILMN AKAM ATI ALGN MTW AT NVDA LVS DECK BMET WST ALB EQIX
2007-01-31 MAY ICE AT AKAM ALGN BMET BKNG ALXN KMX LVS MGM ATI GT DECK WYNN
2007-02-28 MAY ICE ALGN CF MGM ATI GT AKAM ALB DECK BKNG AT KMX LVS STLD
2007-03-30 MAY CF GT ICE BKNG MGM ATI DLX MOS ALB TEX TPL CE STLD ANDV
2007-04-30 MAY GT CF BKNG ALGN ANDV MOS OI ICE INCY DLX CLF NRG TEX TPL
2007-05-31 MAY ALGN GT CF MA CLF ICE DECK FSLR DLX OI ANDV MOS AMZN ON
2007-06-29 MAY CF GT ALGN MA KMG FSLR DLX MOS DECK OI CLF ICE BKNG ALXN
2007-07-31 MAY CF KMG ALGN MA FSLR AMZN GT MOS AL DECK OI BKNG ALXN JEC
2007-08-31 ALGN CF KMG AMZN OI MA AL ISRG DECK MOS CMI MAY AXON GME ALXN
2007-09-28 CF KMG AMZN MOS OI GRMN AL MPWR NOV BKNG CMG ISRG GME CMI AXON
2007-10-31 CF MOS ISRG KMG MPWR NOV GRMN OI AMZN AL GME CMG WYNN BKNG DECK
2007-11-30 FSLR CF ISRG MOS DECK BKNG BBBY CMG AL JEC GRMN OI NOV GME MNST
2007-12-31 CVG PENN JNJ CL PG KO MO PEP AEE CLX SO ED MCD WEC BRK-B
2008-01-31 MAY CVG JNJ CL MO PG KO SO ATO CLX WEC LH ABT DGX ESRX
2008-02-29 MAY CVG JNJ PG CHD MOS MEE CL MO PRGO KO SWN WMT BRK-B EQT
2008-03-31 MAY MEE CVG PG CL SWN JNJ PRGO CHD KO ESV AFL HRL BTUUQ MO
2008-04-30 MEE MAY CVG ESV SWN JNJ PRGO WMT CHD BTUUQ PG KO GD WEC BRK-B
2008-05-30 FSLR MOS CF MA MEE CLF ILMN ESV BKNG SWN PRGO ISRG RRC FLS HP
2008-06-30 MEE ESV SW SWN MAY TTWO BTUUQ BCR FMC JNJ BAX FE APOL ATGE CHD
2008-07-31 SWN ESV BCR MEE DF BTUUQ MAY APOL ATGE CELG FDO FI HRS CERN COG
2008-08-29 SWN MOS CLF ESV BCR FSLR CF MEE DF APOL BTUUQ ATGE CELG FI HRS
2008-09-30 SWN BCR DF FDO CELG APOL ATGE FI ESV HRS GIS HCBK CEPH BIG COG
2008-10-31 SWN WWY GIS CHD BCR CPB CLX DF ABT ED DLTR LDOS ROH MKC BAX
2008-11-28 DLTR GIS CHD SWN CLX CASY WMT MCD ABT KR ED CPB BCR SJM LDOS
2008-12-31 DLTR MCD CHD ABT LDOS GIS CLX AON KR WMT ED BMY AJG SWN AMGN
2009-01-30 MCD ABT ED LDOS DLTR EW SWN AMGN GIS BMY GILD CHD HSY WEC AJG
2009-02-27 HET ED LDOS EW PCG MCD XEL WEC NFLX AZO AMGN ABT ROH SWN HSY
2009-03-31 AZO ED EW HET NFLX PCG XEL DLTR MCD VTRS CHD LDOS WEC MNST BMY
2009-04-30 NFLX AZO MNST ED AN HET BR ROST XEL CLX ORLY PCG SNPS ROH AAP
2009-05-29 ORLY AZO BKNG DLTR HRL NFLX ROST DGX EW IBM MCD NEE MNST HET ED
2009-06-30 CAR AN FHN NFLX ORLY F PALM MBI MKTX TSCO DLTR TYL AZO TLAB WBD
2009-07-31 CAR AN F PALM ORLY BLDR NFLX FHN WBD MNST CMG ULTA SWKS FFIV ICE
2009-08-31 CAR F PALM AN MU BKNG NFLX ORLY CMG WBD BLDR VRTX SWKS SNDK ASH
2009-09-30 CAR PALM BKNG SW WBD GNW MU SNDK AAPL DISCA WDC MRVL AN MTG ASH
2009-10-30 CAR SW GNW PALM BC BKNG KMG HIG F SNDK DDS SSP GGP WSM UIS
2009-11-30 CAR GNW KMG UIS SW BC DDS GGP SSP THC STX SNDK ASH PALM DXCM
2009-12-31 CAR GGP SANM DDS UIS SSP LPX SW THC AMD KMG LULU F WFM GNW
2010-01-29 CAR SANM GNW GGP AMD UIS F THC SW SSP LULU STX BC ASH DDS
2010-02-26 CAR SANM GNW UIS ASH GGP LVS UAL F INCY FITB SSP LULU DDS CLF
2010-03-31 CAR SANM GNW UIS MAC INCY LYV GGP MTG UAL F LVS SSP CLF DDR
2010-04-30 GNW INCY SANM CAR UAL MTG LYV GGP SSP WLL ETFC DDS SMCI VIAV FITB
2010-05-28 UAL SSP BC SANM ETFC INCY VSTNQ GGP AAL WLL MTG DDS LULU NFLX LYV
2010-06-30 ETFC UST DLTR CVG CPB COR AZO MCD KMB CLX PG SO HRL KDP MO
2010-07-30 SW ETFC CVG AZO UST DLTR CASY MO KMB HRL CCU CPB SO MCD CLX
2010-08-31 ETFC CPQ AZO CCU MCD CASY CVG LUMN ERIE UST MO MRO EC ED CPB
2010-09-30 ETFC NFLX AKAM FFIV UAL VSTNQ NTAP BKNG CCU LVS AAL VRTS WLL CMI BBWI
2010-10-29 ETFC UAL NFLX AAL LVS INCY FFIV BKNG NTAP WLL MBI CMG AKAM VRTS ACAS
2010-11-30 ETFC UAL LVS NFLX MBI AAL FFIV CMG VRTS BBWI BKNG WLL ACAS URI FTNT
2010-12-31 ETFC LVS NFLX VRTS MBI CMG FFIV ACAS URI WLL DECK BKNG BBWI CMI FTNT
2011-01-31 ETFC MAY ACAS LVS URI VRTS WLL NFLX LULU FFIV DECK CMI IPGP DDS SWKS
2011-02-28 MAY ETFC URI NFLX LULU LVS ACAS IPGP VRTS DDS FTNT HON WLL SWKS UAA
2011-03-31 MAY ETFC IPGP URI VRTS WYNN NFLX FTNT LULU SWKS ACAS NOV CMG VIAV UAA
2011-04-29 MAY IPGP ETFC LULU FTNT WYNN VRTS URI ANDV NFLX ULTA ACAS MU ECHO TMUS
2011-05-31 MAY IPGP ETFC FTNT BKNG LULU ACAS LYB EP URI ANDV WYNN GMCR ABMD KLAC
2011-06-30 MAY IPGP ETFC FTNT BKNG VRTS REGN EP URI ULTA LULU ANF DDS ACAS NFLX
2011-07-29 MAY IPGP LULU EP ULTA FTNT CTRA VRTS ABMD WCG COG REGN ETFC NFLX GMCR
2011-08-31 MCD UST SO ED AZO D KMB PG AEP GIS AAPL CAG ABT CL HSY
2011-09-30 UST SO MCD D ED V AZO KMB AAPL BMY AEP DUK PG GIS MO
2011-10-31 MAY V MCD D SO AZO CVG UST ED BMY AEP AAPL MSFT DLTR INTC
2011-11-30 V MA ED D MCD ISRG MSFT AEP MO AMT BMY DLTR AAPL AMGN MAY
2011-12-30 V MA MCD ISRG ED D MSFT MO BMY AEP AMT MAY AMGN AAPL ABT
2012-01-31 GNRC DPZ COG WCG EP ULTA MNST MA REGN DLTR FAST BIIB TIN ABMD VZ
2012-02-29 REGN STX WCG COG DPZ URI ULTA MNST HFC ABMD ADS TYL BIIB CBS FAST
2012-03-30 STX REGN DPZ MNST BLDR WCG AAPL ULTA URI HFC COG CF V MA FAST
2012-04-30 REGN BLDR DPZ AAPL MNST STX URI EQIX ULTA M V ISRG VRTS ROST DLTR
2012-05-31 REGN BLDR STX AAPL MNST AAL EQIX ORLY LULU ISRG URI V EC TJX BKNG
2012-06-29 REGN BLDR AAL AAPL MNST EQIX STX SHW TJX LEN ROST DHI GPS DLTR V
2012-07-31 AAL BLDR STX LEN REGN MNST SHW EQIX AAPL DG ROST PHM V ALGN DHI
2012-08-31 STX PHM DHI LEN REGN AAL EQIX BLDR GPS URI SHW ALGN LPX ROST AAPL
2012-09-28 PHM BLDR STX DHI LPX LEN REGN LYB GPS ALGN ANDV EQIX KBH URI SHW
2012-10-31 PHM BLDR DHI KBH REGN LEN LPX EQIX BBBY STX LYB WHR ANDV STZ GPS
2012-11-30 BLDR PHM KBH BBBY AAL LEN LPX WHR REGN DHI STZ GNRC ANDV GILD MPC
2012-12-31 REGN PHM LPX WHR BLDR BBBY KBH AAL SW EXPE ANDV DDS LEN GILD OMX
2013-01-31 PHM LPX BLDR BBBY KBH WHR DDS ANDV AXON OMX LEN THC EXPE SW MPC
2013-02-28 OMX LPX PHM NFLX VRTS AXON BBBY GNRC BLDR THC APO EXPE MPC VLO ANDV
2013-03-28 OMX NFLX LPX VRTS KKR KBH PHM ANDV BBBY THC CTRA MPC CPAY APO GNRC
2013-04-30 OMX FNMA FMCC NFLX KKR THC ANDV KBH VRTS MTG CAR LPX STZ HRB MPC
2013-05-31 FNMA FMCC OMX FSLR NFLX BBBY KBH KKR MTG VRTS APO STZ THC ANDV PHM
2013-06-28 FNMA FMCC OMX BBBY FSLR NFLX TSLA KKR VRTS MTG CPAY SW GILD ANDV MU
2013-07-31 FNMA FMCC OMX TSLA BBBY MTG GME NFLX FSLR SVU KKR MU THC GNW CPAY
2013-08-30 OMX FNMA FMCC MTG TSLA BBBY SVU NFLX GME DAL FSLR GNW TRIP BBY META
2013-09-30 OMX TSLA MTG FNMA FMCC NFLX BBBY SVU GME MU META BBY DAL CPAY AXON
2013-10-31 OMX TSLA FNMA FMCC MTG MU FANG META NFLX BBY DAL INCY TRIP FL KATE
2013-11-29 OMX FNMA FMCC MTG TSLA NFLX MU BBY INCY FL DAL FANG META AXON BX
2013-12-31 FNMA FMCC NFLX INCY TSLA MU BBY FL MTG META BX FANG KATE DXCM DAL
2014-01-31 FNMA FMCC INCY TSLA MU TKO DXCM ILMN MTG BX NFLX KATE PHM AXON META
2014-02-28 FNMA FMCC TSLA TKO ILMN INCY AAL MU DXCM META BX PHM MTG FRX DAL
2014-03-31 FNMA FMCC TSLA TKO ILMN RCL DXCM INCY FRX META FANG DAL AAL FSLR MU
2014-04-30 FMCC FNMA TSLA TKO MU FRX FANG ILMN RCL DAL INCY DXCM AAL META URI
2014-05-30 META FRX MU DAL FMCC FANG TSLA AAL ILMN FNMA NXPI INCY SMCI URI SWKS
2014-06-30 META FMCC FNMA AAL FRX FANG DAL ILMN URI SWKS MU TPL LUV SMCI CAR
2014-07-31 META FMCC MU FNMA FANG FRX SWKS TPL TRGP SMCI NBR URI NFX ILMN CAR
2014-08-29 FMCC FNMA LUV MU SWKS CAR URI TPL DAL FANG AAL TRGP SMCI META RCL
2014-09-30 FMCC FNMA TPL SWKS LUV CAR GILD URI ENPH SMCI ILMN MU TRGP NXPI RCL
2014-10-31 MMI PANW SWKS SMCI ENPH LUV TPL MU AVGO RCL GILD META ILMN GMCR URI
2014-11-28 MMI SWKS PANW SMCI LUV EW ILMN AVGO ENPH RCL MNST META EA NXPI GMCR
2014-12-31 SWKS LUV PANW MMI EW SMCI EA ENPH MNST RCL GMCR AAL SBUX AXON UAL
2015-01-30 SWKS PANW LUV AXON MMI EW EA SBUX KR MNST CNC AVGO ENPH BBWI RCL
2015-02-27 SWKS SBUX LUV EA PANW SMCI MMI CNC EW MNST KR ANDV AAPL AVGO ALK
2015-03-31 SWKS SMCI PANW CNC EA SBUX MNST AVGO MMI ANDV EPAM INCY HSP LUV MOH
2015-04-30 SWKS PAYC PANW SBUX EA CNC MMI MNST DXCM AVGO EPAM HSP INCY KMG ABMD
2015-05-29 AXON SWKS PAYC SBUX BLDR PANW DXCM INCY KMG MNST MMI HSP AVGO ABMD CNC
2015-06-30 SWKS PAYC AXON BTUUQ PANW CNC AVGO INCY BLDR DXCM MMI SBUX ABMD HSP EA
2015-07-31 BLDR PAYC AXON PANW BTUUQ CNC DXCM INCY MNST ABMD MMI EPAM EA SBUX SWKS
2015-08-31 GILD V EBAY MA GE MCO MO CCI HAS CVG PSA ABMD NVR AMT SPG
2015-09-30 V GILD MA GE EBAY PSA MCO MO ED CVG SPG AMT UST CCI ACGL
2015-10-30 V MA GILD GE MO PSA CVG BKNG SPG AMT CCI ABMD ED UST ATO
2015-11-30 CZR FIX NFLX ABMD AMZN BLDR TYL GE GPN AYI ATVI DXCM TKO EXPE SBUX
2015-12-31 GE V GILD ABMD MA PSA ATVI GOOGL MO META CCI MCD HRL JKHY AMT
2016-01-29 GE V MCD GILD PSA ABMD MA MO KLAC ISRG GOOGL HRL MSFT CVG AMGN
2016-02-29 GE SPG V GILD KLAC MCD ISRG MO PSA ED VZ ABMD MA CPB T
2016-03-31 CZR ABMD TSN GE MAT NVDA EBAY HRL GDDY MKTX KLAC ATVI TTWO ANF META
2016-04-29 TSN ABMD GE CZR NVDA EBAY HRL META EW TTWO MKTX DLR CPB AMD PSA
2016-05-31 AMD CZR ABMD NVDA WB META EW TSN EVRG MTW DLR ULTA GE MKTX AWK
2016-06-30 NVDA CLF AMD CZR DXC ABMD EVRG MDR WB AWK DLR OKE MKTX ULTA EQIX
2016-07-29 CLF AMD NVDA WB NEM DXC CZR DLR X ABMD WOR MDR AWK ALB PAYC
2016-08-31 AMD WB NVDA CLF SPGI NEM X DHR MDR DXC JOY ALB ABMD WPX MKTX
2016-09-30 WB AMD X NVDA SPGI CLF NEM DHR AMAT LITE WPX JOY MDR CNX NAV
2016-10-31 AMD WB X NVDA LITE CNX SPGI WPX DXC DHR JOY NAV AMAT CLF TPL
2016-11-30 AMD X CLF WB NVDA CNX SPGI TPL WPX DHR NAV LITE NEM JOY OKE
2016-12-30 CLF X AMD NVDA FMCC FNMA WB TPL CNX OKE WPX SPGI TRGP NAV NBR
2017-01-31 AMD CLF X NVDA FMCC FNMA TPL TRGP WB NBR FCX WPX NAV URI SPGI
2017-02-28 AMD CLF X NVDA WB URI FNMA FMCC TPL NAV SPGI NBR WPX TRGP CSX
2017-03-31 AMD CLF X NVDA WB NAV URI FMCC FNMA SLM ANET RF CSX WPX BAC
2017-04-28 AMD NVDA X MU KMG NAV ANET STX AMAT DXC SLM WDC LITE WB IDXX
2017-05-31 AMD KMG NVDA X XYZ WB ANET CSX MU IDXX LRCX NAV WDC STX AMAT
2017-06-30 NVDA XYZ WB ANET LITE CSX X TTWO AMAT KMG ADSK LRCX NAV VEEV APO
2017-07-31 NVDA XYZ ANET MU WB LITE ALGN TTWO ZBRA KMG CSX LRCX IDXX AMAT VEEV
2017-08-31 NVDA XYZ NRG TTWO ALGN ANET WB VRTX BA MU LRCX TPL IPGP KMG WDC
2017-09-29 NVDA XYZ TTWO WB IPGP NRG ANET NCC ALGN MU BA TTD VRTX LRCX SEDG
2017-10-31 NVDA XYZ BBBY TTD TTWO SEDG NRG MU ALGN MTW ANET WB LRCX IPGP CZR
2017-11-30 BBBY XYZ SEDG ALGN ENPH ANET NRG IPGP NVDA MU TTWO TTD LRCX NVR MCHP
2017-12-29 BBBY ENPH SEDG XYZ ANET WB ALGN NCC NRG IPGP TTWO TWTR PENN FSLR NVR
2018-01-31 BBBY SEDG ANET XYZ ALGN PENN WB CZR NKTR TWTR TTWO FSLR MTCH BLDR IPGP
2018-02-28 NKTR BBBY XYZ SEDG ANET ALGN NVDA WB EC MTCH TWTR ENPH CZR IPGP BA
2018-03-29 NKTR SEDG BBBY ENPH NCC XYZ MTCH ETSY FSLR WB ANET EC ALGN NVDA TWTR
2018-04-30 CCI NKTR V MA SPG HET ADBE BKNG KDP SPGI AMGN YUM EXR TWTR INTU
2018-05-31 ENPH NKTR SEDG CVNA EC ETSY AXON HET TKO MTCH CCI BBBY THC MU TPL
2018-06-29 ENPH NKTR TKO HET AXON MU SEDG XYZ ETSY NFLX CCI TPL EC THC ALGN
2018-07-31 ENPH TKO HET ETSY AXON NKTR CVNA CCI THC ANF XYZ SEDG MU TPL TWTR
2018-08-31 ENPH HET TKO CVNA AXON CCI ETSY XYZ NKTR THC EC TTD LULU ABMD SVU
2018-09-28 HET CVNA TKO XYZ TTD DXCM AXON ETSY CCI AMD ENPH LULU ABMD FTNT UIS
2018-10-31 CCI HET DXCM EXR TKO SPG ABMD V MKC KDP YUM HCA MOH EVHC TJX
2018-11-30 CCI HET EXR MKC SPG MRK KDP ESRX KMG HCA YUM LLY MCD PFE O
2018-12-31 CCI HET EXR MRK AET YUM MKC KDP UST MCD SPG CME ESRX PFE PSA
2019-01-31 CCI HET EXR RHT SPG O YUM UST DOC ERIE MCD EXC BALL WELL CNP
2019-02-28 HET CCI ENPH TTD ETSY DXCM EOG FNMA RHT TKO FMCC CIEN AMD CMG KEYS
2019-03-29 HET TTD CCI ETSY ENPH FNMA FMCC TKO AMD FTNT CMG RHT SSP CVNA CDNS
2019-04-30 HET TTD CCI ENPH CVNA AMD ETSY FMCC FNMA TKO VEEV SSP SNPS KEYS AVP
2019-05-31 CCI EXR HET ERIE HSY SBUX PEP BALL VRT V SAF MDLZ WRB AWK ECL
2019-06-28 HET ENPH CCI FNMA FMCC TTD AVP VEEV ERIE PAYC MTCH AMD SNPS BALL CVNA
2019-07-31 HET ENPH CCI TTD AVP VEEV ERIE PAYC MTCH MKTX BALL CDNS CVNA SBUX FICO
2019-08-30 HET ENPH CCI AVP MKTX SBUX BALL NCC ERIE SEDG MTCH TTD SBAC CMG HSY
2019-09-30 HET ENPH CCI SEDG AVP NCC CSCO MKTX FNMA FMCC PODD BALL CMG SBUX HSY
2019-10-31 HET ENPH CCI AVP FNMA FMCC SEDG CSCO PODD BLDR GNRC KLAC KBH TER LRCX
2019-11-29 HET ENPH AVP CCI SEDG FNMA CSCO NCC CVNA FMCC GNRC BLDR PODD KLAC TER
2019-12-31 HET ENPH CCI AVP CVNA XRX BLDR SEDG PODD FNMA THC FMCC TER LRCX QRVO
2020-01-31 HET ENPH CCI TSLA CVNA PODD AVP SEDG XRX BLDR GNRC AAPL TER QRVO APO
2020-02-28 CCI HET EXR TE SAF UST TYL LM JNJ RMD KO DGX PEP FII NEE
2020-03-31 CCI EXR DVN AMT UST TE GEN NCC DXCM TYL KR REGN BMY VZ DVA
2020-04-30 CCI EXR DVN AMT UST TE GEN DXCM REGN BMY NCC KR CLX PODD AMZN
2020-05-29 CCI EXR DVN AMT GEN UST TE DXCM REGN TSLA NCC CLX WST BIO EBAY
2020-06-30 CCI AMT TSLA EXR UST EBAY CLX TE REGN DG ABBV GIS AAPL MSFT NVDA
2020-07-31 MRNA TSLA BBBY DXCM CCI NVDA SEDG REGN CVNA NEM ETSY ENPH AMD WST AAPL
2020-08-31 BBBY TSLA MRNA ENPH AMD NVDA CCI DXCM ETSY SEDG CVNA REGN AAPL XYZ RRC
2020-09-30 BBBY TSLA ENPH PENN CVNA MRNA AMD NVDA SEDG XYZ CCI TTD DDOG ETSY DXCM
2020-10-30 BBBY TSLA ENPH PENN MRNA TUP SEDG DDOG CVNA XYZ ETSY CRWD NVDA TTD CCI
2020-11-30 BBBY TSLA ENPH MRNA TUP SEDG CCI ETSY GME TTD NOW XYZ PENN CVNA GNRC
2020-12-31 BBBY MRNA TSLA ENPH GME TUP CCI ETSY XYZ TTD PENN SEDG CRWD NOW CVNA
2021-01-29 GME ENPH BBBY TSLA MRNA ETSY CCI TUP CRWD SEDG CVNA PENN XYZ TTD NOW
2021-02-26 GME CCI TUP MRNA BBBY NOW ENPH DVN TSLA PENN VIAC ETSY CPRI TPR DDS
2021-03-31 GME TUP BBBY PENN NBR MRNA CCI ETSY CZR TSLA VIAC ENPH AM CPRI FCX
2021-04-30 GME TUP NBR VIAC PENN BBWI CAR BBBY CLF MRNA QEP CZR TPL TSLA FCX
2021-05-28 GME TUP CAR DDS FCX CCI BBWI CRM BBBY IVZ TPL XEC CLF GPS CPRI
2021-06-30 GME DDS BBWI ANF CAR TUP MRNA RRC XEC THC TPL BBBY NAVI TDC FCX
2021-07-30 GME DDS RRD MRNA ANF CAR NUE BBWI CLF BX TPL NAVI MBI STLD MDP
2021-08-31 GME DDS MRNA KKR RRD CLF MDP BX NUE NAVI XEC CPRI BBWI SBNY CAR
2021-09-30 GME MRNA DDS RRD KKR JWN M MRO CAR DVN RRC MDP TRGP BX IT
2021-10-29 GME MRNA DDS RRC RRD MRO DVN KKR CAR JWN M MUR FANG MDP TRGP
2021-11-30 GME CAR DDS RRD MRO DVN RRC BX MDP JWN MRNA TSLA M FTNT WFC
2021-12-31 GME CAR RRD DDS MRNA MRO DVN BX JWN NVDA M ON RRC BLDR WFC
2022-01-31 EXR AMT RRD CCI ABBV ABX EXC MO MCD PEP HSY PLD CVX FE MCK
2022-02-28 EXR AMT RRD ABBV ABX CCI MCK TRGP EXC CVX COR MCD GD MO MRO
2022-03-31 AMT EXR RRD CCI ABBV TRGP ABX MCK EXC MRO BMY REGN COR COP SRE
2022-04-29 AMT EXR CCI ABX BMY MCK TRGP ABBV VRTX REGN EXC HSY KO WMB SRE
2022-05-31 AMT CCI EXR ABX FHN BMY ED AMGN ABBV EXC MCK MRK WRB REGN NI
2022-06-30 AMT EXR CCI ABX BMY FHN AMGN ABBV ED MCK JNJ WRB ATO D MRK
2022-07-29 AMT EXR CCI ABX AMGN BMY FHN MCK ABBV JNJ ED MCD LW MRK ATO
2022-08-31 AMT EXR CCI ABX MCK AMGN FHN CPB KO MCD GIS LW CAH HSY GPC
2022-09-30 AMT EXR CCI ABX FHN VRTX MCK ERIE HSY GIS LW SJM GPC AMGN V
2022-10-31 AMT EXR CCI FHN ABX TKO MCK CI HSY LW ERIE V SJM GPC GIS
2022-11-30 OXY CF TPL FSLR HP T DVN SMCI FTI UNM ATI HES EQT NBR MRO
2022-12-30 FSLR SMCI FTI OXY TPL HES HP ODP MPC APA COP MUR ATI T XOM
2023-01-31 UCL HES FSLR TPL FTI SMCI ODP STLD T CEG ENPH MPC FLR ATI UNM
2023-02-28 UCL FSLR FTI HES T ODP SMCI ASO STLD FLR CEG DYN CCI OI VLO
2023-03-31 UCL SMCI FSLR FTI VLO HES OI TEX LW FIX GNW AXON STLD ODP ASO
2023-04-28 UCL FSLR SMCI AXON FICO FTI HES ASO NVDA LVS GE VLO DECK OI COTY
2023-05-31 EXR AMT CCI V LW PHM ABX MCD VRTX MO HSY AVGO BKNG FICO CPRT
2023-06-30 SMCI NVDA FSLR UCL H RCL VRT CVNA BLDR NFLX GE PLTR META AVGO AXON
2023-07-31 SMCI RCL NVDA H CVNA VRT UCL BLDR META CCL PLTR FTI ANF AVGO TTD
2023-08-31 SMCI UCL CVNA NVDA PLTR VRT ANF RCL BLDR APP PHM FTI AVGO META GE
2023-09-29 EXR CCI AMT V MA MO VRSK MRSH CSCO MCD BRK-B AVGO JPM FICO EMR
2023-10-31 EXR CCI AMT V CBOE META VRTX AFL CSCO CME MRSH ROP L VRSK LIN
2023-11-30 CVNA VRT ANF APP SMCI META NVDA COIN EXR PLTR FNMA FTI DELL JBL PHM
2023-12-29 CVNA COIN ANF APP VRT SMCI FNMA NVDA EXR PLTR GPS META CRWD FMCC UBER
2024-01-31 CVNA ANF SMCI VRT FNMA APP COIN EXR CRWD NVDA FMCC META ANET DELL BLDR
2024-02-29 SMCI CVNA ANF VRT GE FNMA APP NVDA CRWD COIN EXR ADCT FMCC META DELL
2024-03-28 SMCI CVNA ANF VRT ADCT COIN APP GE FNMA DYN NVDA EXR FMCC PLTR VST
2024-04-30 CVNA SMCI ANF ADCT VRT COIN DYN APP EXR GE FNMA NVDA VST FMCC GPS
2024-05-31 CVNA ANF VRT SMCI VST FNMA ADCT FMCC COIN APP DELL NVDA DYN EXR GPS
2024-06-28 ANF CVNA VST SMCI VRT DYN APP NVDA FMCC FNMA GPS COIN DELL CEG EXR
2024-07-31 ANF CVNA VST NVDA DYN VRT APP FNMA FMCC DELL EXR COIN SMCI GPS ANET
2024-08-30 DYN LUMN ANF CVNA NVDA VST COIN EXR PBI CCI ADCT THC NRG WSM GDDY
2024-09-30 LUMN DYN CVNA NVDA VST ANF EXR ADCT CCI APP THC PBI COHR NRG GDDY
2024-10-31 LUMN CVNA DYN APP ADCT VST NVDA EXR COHR CCI THC PLTR KKR SLG HOOD
2024-11-29 CVNA LUMN APP VST PLTR CCI ADCT HOOD TPL NVDA WYNN COHR VRT EXR FMCC
2024-12-31 APP LUMN PLTR CVNA FMCC VST FNMA TPL CCI HOOD AXON WYNN UAL NVDA VRT
2025-01-31 APP PLTR FMCC CVNA LUMN FNMA HOOD VST CCI UAL AXON WYNN TPL TSLA IBKR
2025-02-28 APP FMCC FNMA PLTR HOOD CVNA VST LUMN CCI UAL TPL WYNN PBI ALK ECHO
2025-03-31 EXR CCI AMT VRSN FOX CA V FOXA BRO MO EVRG CME RSG T AON
2025-04-30 EXR CCI AMT CNP VRSN MO CA CME ATO COR WEC EVRG EXC PM MCK
2025-05-30 EXR CCI AMT PM CA PLTR CME MO CNP CAH VRSN RSG BUD MNST MCK
2025-06-30 FNMA FMCC PLTR HOOD APP LUMN CCI GEV CVNA LB GILD AXON HWM NRG PBI
2025-07-31 FNMA FMCC HOOD PLTR APP GEV CCI CVNA AXON NRG GILD TPR VST CAR DASH
2025-08-29 FNMA HOOD FMCC PLTR APP GEV UCL CCI CVNA CAR FIX TPR VST LITE ECHO
2025-09-30 FNMA FMCC HOOD APP PLTR ECHO CCI LITE STX GEV WDC UCL FIX CVNA AVGO
2025-10-31 FMCC FNMA HOOD APP ECHO PLTR LITE WDC STX MU TE CCI CIEN WBD SEDG
2025-11-28 HOOD ECHO LITE WDC MU CIEN STX FNMA FMCC NKTR TE PLTR AVGO WBD SEDG
2025-12-31 LITE ECHO WDC TE STX MU HOOD CIEN NKTR FNMA GILD FMCC WBD SEDG CCI
2026-01-30 TE LITE ECHO WDC MU STX CIEN WBD SSP GILD CCI LRCX NEM NKTR COHR
2026-02-27 LITE TE WDC MU STX CIEN ECHO COHR LRCX FIX GILD CCI SSP WBD VIAV
2026-03-31 CCI EXR AMT ABI PCS CAM WBD CA EA JNJ FTI BHF FE ATO UST
2026-04-30 LITE WDC CIEN MU STX ECHO COHR VIAV TER SEDG FIX NBR ALB GILD CCI
2026-05-29 LITE WDC MU CIEN STX ECHO VIAV INTC TE COHR TER AMD NBR FIX CCI
2026-06-26 MU WDC LITE TE STX CIEN INTC VIAV DELL TER AMD COHR GLW MRVL ECHO
Scoring script (python)
# Auto-generated (mutate) variant 1077 — regime-momentum-quality-value sweep point.
FORMULA_NAME = "regime-momentum-quality-value (mutate v1077)"
LOGIC_VARIANT_COUNT = 2
NOTES = "mode=exploit; family=regime-momentum-quality-value. Auto (mutate); variant=1077."

BULL = {"momentum_12_1_pct": (0.384, +1), "return_6m_pct": (0.168, +1), "eps_growth_pct": (0.108, +1),
        "free_cash_flow_margin_pct": (0.163, +1), "forward_pe": (0.062, -1), "peg": (0.059, -1)}
RISK_OFF = {"realized_vol_3m": (0.261, -1), "free_cash_flow_margin_pct": (0.163, +1),
            "operating_margin_pct": (0.10, +1), "forward_pe": (0.062, -1), "peg": (0.059, -1),
            "from_200d_ma_pct": (0.10, +1), "momentum_12_1_pct": (0.05, +1)}
def score_universe(stocks, regime, ctx):
    book = BULL if regime.get("bull") else RISK_OFF
    z = {m: ctx.z(m) for m in book}
    out = {}
    for r in stocks:
        s = 0.0
        for m, (w, sign) in book.items():
            v = z[m].get(r["symbol"])
            if v is not None:
                s += w * sign * v
        out[r["symbol"]] = s
    return out