exp_1078

regime-momentum-quality-value (mutate v1078)

← All V2 experiments
Relative return
1.305x
Excess vs bench
30.46%
Benchmark
CAPW_UNIV
Rolling windows
179 · monthly
Mean strategy gain
49.28%
Mean benchmark gain
14.08%
Mean excess gain
35.20%
Dispersion (ref)
21.21%
Win-rate vs bench (ref)
100.00%
Worst / best ratio (ref)
1.070x / 1.624x
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 26.65% 2.22% 1.239x
2011-07-01 … 2016-06-30 37.29% 13.74% 1.207x
2016-07-01 … 2021-06-30 87.25% 20.63% 1.552x
2021-07-01 … 2026-06-26 53.16% 15.48% 1.326x
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 24.44% 1.79% 1.223x
2 2006-08-31 … 2011-08-31 21.89% 0.21% 1.216x
3 2006-09-29 … 2011-08-31 18.83% -0.14% 1.190x
4 2006-10-31 … 2011-10-31 17.06% 0.23% 1.168x
5 2006-11-30 … 2011-11-30 15.17% -0.05% 1.152x
6 2006-12-29 … 2011-11-30 15.18% -0.32% 1.155x
7 2007-01-31 … 2012-01-31 15.20% 0.93% 1.141x
8 2007-02-28 … 2012-01-31 14.07% 1.43% 1.125x
9 2007-03-30 … 2012-03-30 15.93% 3.09% 1.125x
10 2007-04-30 … 2012-04-30 16.07% 2.42% 1.133x
11 2007-05-31 … 2012-05-31 12.42% 0.60% 1.117x
12 2007-06-29 … 2012-06-29 10.71% 1.92% 1.086x
13 2007-07-31 … 2012-07-31 11.39% 2.69% 1.085x
14 2007-08-31 … 2012-08-31 12.95% 2.95% 1.097x
15 2007-09-28 … 2012-09-28 12.22% 3.20% 1.087x
16 2007-10-31 … 2012-10-31 12.37% 2.60% 1.095x
17 2007-11-30 … 2012-11-30 12.65% 3.45% 1.089x
18 2007-12-31 … 2012-12-31 12.54% 3.69% 1.085x
19 2008-01-31 … 2013-01-31 16.03% 5.85% 1.096x
20 2008-02-29 … 2013-02-28 15.65% 6.82% 1.083x
21 2008-03-31 … 2013-03-28 17.22% 7.73% 1.088x
22 2008-04-30 … 2013-04-30 17.72% 7.51% 1.095x
23 2008-05-30 … 2013-04-30 15.39% 7.81% 1.070x
24 2008-06-30 … 2013-06-28 21.08% 9.33% 1.107x
25 2008-07-31 … 2013-07-31 25.36% 10.48% 1.135x
26 2008-08-29 … 2013-07-31 25.56% 10.52% 1.136x
27 2008-09-30 … 2013-09-30 31.39% 11.48% 1.179x
28 2008-10-31 … 2013-10-31 39.82% 15.76% 1.208x
29 2008-11-28 … 2013-10-31 41.36% 17.46% 1.204x
30 2008-12-31 … 2013-12-31 44.05% 18.44% 1.216x
31 2009-01-30 … 2013-12-31 45.35% 20.64% 1.205x
32 2009-02-27 … 2014-01-31 49.45% 21.63% 1.229x
33 2009-03-31 … 2014-03-31 49.73% 20.60% 1.241x
34 2009-04-30 … 2014-04-30 47.72% 19.00% 1.241x
35 2009-05-29 … 2014-04-30 50.23% 18.32% 1.270x
36 2009-06-30 … 2014-06-30 51.31% 19.01% 1.271x
37 2009-07-31 … 2014-07-31 47.09% 17.39% 1.253x
38 2009-08-31 … 2014-08-29 46.90% 17.70% 1.248x
39 2009-09-30 … 2014-09-30 42.09% 16.64% 1.218x
40 2009-10-30 … 2014-09-30 46.25% 17.08% 1.249x
41 2009-11-30 … 2014-11-28 41.55% 16.82% 1.212x
42 2009-12-31 … 2014-12-31 39.73% 16.28% 1.202x
43 2010-01-29 … 2014-12-31 41.90% 17.23% 1.210x
44 2010-02-26 … 2015-01-30 40.50% 15.80% 1.213x
45 2010-03-31 … 2015-03-31 39.20% 15.40% 1.206x
46 2010-04-30 … 2015-04-30 37.02% 15.38% 1.188x
47 2010-05-28 … 2015-04-30 39.92% 17.09% 1.195x
48 2010-06-30 … 2015-06-30 44.82% 17.45% 1.233x
49 2010-07-30 … 2015-06-30 44.23% 16.43% 1.239x
50 2010-08-31 … 2015-08-31 40.04% 15.76% 1.210x
51 2010-09-30 … 2015-09-30 36.87% 13.61% 1.205x
52 2010-10-29 … 2015-09-30 36.02% 13.06% 1.203x
53 2010-11-30 … 2015-11-30 36.74% 15.09% 1.188x
54 2010-12-31 … 2015-12-31 35.74% 13.55% 1.195x
55 2011-01-31 … 2016-01-29 33.59% 11.90% 1.194x
56 2011-02-28 … 2016-01-29 33.10% 11.53% 1.193x
57 2011-03-31 … 2016-03-31 33.72% 12.90% 1.184x
58 2011-04-29 … 2016-04-29 31.94% 12.39% 1.174x
59 2011-05-31 … 2016-05-31 34.68% 12.94% 1.192x
60 2011-06-30 … 2016-06-30 35.47% 13.30% 1.196x
61 2011-07-29 … 2016-07-29 40.25% 14.52% 1.225x
62 2011-08-31 … 2016-08-31 42.09% 15.19% 1.233x
63 2011-09-30 … 2016-09-30 43.21% 16.32% 1.231x
64 2011-10-31 … 2016-10-31 41.42% 14.02% 1.240x
65 2011-11-30 … 2016-11-30 45.28% 14.66% 1.267x
66 2011-12-30 … 2016-12-30 45.57% 14.92% 1.267x
67 2012-01-31 … 2017-01-31 45.88% 14.63% 1.273x
68 2012-02-29 … 2017-02-28 45.29% 14.78% 1.266x
69 2012-03-30 … 2017-02-28 45.07% 14.43% 1.268x
70 2012-04-30 … 2017-04-28 41.37% 14.61% 1.233x
71 2012-05-31 … 2017-05-31 44.92% 15.98% 1.249x
72 2012-06-29 … 2017-05-31 45.65% 15.44% 1.262x
73 2012-07-31 … 2017-07-31 45.98% 15.43% 1.265x
74 2012-08-31 … 2017-08-31 46.65% 15.12% 1.274x
75 2012-09-28 … 2017-08-31 46.23% 14.77% 1.274x
76 2012-10-31 … 2017-10-31 49.73% 16.12% 1.289x
77 2012-11-30 … 2017-11-30 49.92% 16.79% 1.284x
78 2012-12-31 … 2017-12-29 48.58% 16.93% 1.271x
79 2013-01-31 … 2018-01-31 49.94% 17.57% 1.275x
80 2013-02-28 … 2018-02-28 51.73% 16.21% 1.306x
81 2013-03-28 … 2018-02-28 50.60% 15.81% 1.300x
82 2013-04-30 … 2018-04-30 47.08% 14.25% 1.287x
83 2013-05-31 … 2018-05-31 39.15% 14.57% 1.214x
84 2013-06-28 … 2018-05-31 42.26% 14.97% 1.237x
85 2013-07-31 … 2018-07-31 41.11% 14.83% 1.229x
86 2013-08-30 … 2018-07-31 42.38% 15.59% 1.232x
87 2013-09-30 … 2018-09-28 42.36% 15.84% 1.229x
88 2013-10-31 … 2018-10-31 33.01% 12.89% 1.178x
89 2013-11-29 … 2018-10-31 33.07% 12.60% 1.182x
90 2013-12-31 … 2018-12-31 30.60% 9.93% 1.188x
91 2014-01-31 … 2019-01-31 31.37% 12.37% 1.169x
92 2014-02-28 … 2019-02-28 29.13% 12.38% 1.149x
93 2014-03-31 … 2019-03-29 31.35% 12.76% 1.165x
94 2014-04-30 … 2019-04-30 33.20% 13.73% 1.171x
95 2014-05-30 … 2019-04-30 33.04% 13.54% 1.172x
96 2014-06-30 … 2019-06-28 35.51% 12.81% 1.201x
97 2014-07-31 … 2019-07-31 37.10% 13.30% 1.210x
98 2014-08-29 … 2019-07-31 36.93% 12.80% 1.214x
99 2014-09-30 … 2019-09-30 39.05% 12.70% 1.234x
100 2014-10-31 … 2019-10-31 39.57% 12.91% 1.236x
101 2014-11-28 … 2019-10-31 39.52% 12.60% 1.239x
102 2014-12-31 … 2019-12-31 41.61% 14.16% 1.240x
103 2015-01-30 … 2019-12-31 41.34% 14.85% 1.231x
104 2015-02-27 … 2020-01-31 40.78% 14.04% 1.234x
105 2015-03-31 … 2020-03-31 39.62% 8.56% 1.286x
106 2015-04-30 … 2020-04-30 44.34% 11.65% 1.293x
107 2015-05-29 … 2020-05-29 42.84% 12.61% 1.268x
108 2015-06-30 … 2020-06-30 43.39% 13.64% 1.262x
109 2015-07-31 … 2020-07-31 46.08% 14.60% 1.275x
110 2015-08-31 … 2020-08-31 51.46% 18.07% 1.283x
111 2015-09-30 … 2020-09-30 50.88% 17.05% 1.289x
112 2015-10-30 … 2020-10-30 45.97% 14.60% 1.274x
113 2015-11-30 … 2020-11-30 56.27% 17.43% 1.331x
114 2015-12-31 … 2020-12-31 57.93% 18.65% 1.331x
115 2016-01-29 … 2021-01-29 93.71% 19.26% 1.624x
116 2016-02-29 … 2021-02-26 88.77% 19.79% 1.576x
117 2016-03-31 … 2021-03-31 90.28% 19.42% 1.593x
118 2016-04-29 … 2021-03-31 92.33% 19.66% 1.607x
119 2016-05-31 … 2021-05-28 90.22% 20.42% 1.580x
120 2016-06-30 … 2021-06-30 89.29% 21.06% 1.564x
121 2016-07-29 … 2021-06-30 87.25% 20.63% 1.552x
122 2016-08-31 … 2021-08-31 88.26% 21.75% 1.546x
123 2016-09-30 … 2021-09-30 83.48% 20.22% 1.526x
124 2016-10-31 … 2021-10-29 89.25% 22.50% 1.545x
125 2016-11-30 … 2021-11-30 87.55% 21.87% 1.539x
126 2016-12-30 … 2021-11-30 88.28% 21.75% 1.546x
127 2017-01-31 … 2022-01-31 77.52% 20.17% 1.477x
128 2017-02-28 … 2022-02-28 77.54% 18.51% 1.498x
129 2017-03-31 … 2022-03-31 81.01% 19.46% 1.515x
130 2017-04-28 … 2022-03-31 82.76% 19.46% 1.530x
131 2017-05-31 … 2022-05-31 78.64% 15.59% 1.545x
132 2017-06-30 … 2022-06-30 76.79% 13.08% 1.563x
133 2017-07-31 … 2022-07-29 75.45% 15.16% 1.524x
134 2017-08-31 … 2022-08-31 72.22% 13.72% 1.514x
135 2017-09-29 … 2022-08-31 72.04% 13.56% 1.515x
136 2017-10-31 … 2022-10-31 65.84% 11.86% 1.483x
137 2017-11-30 … 2022-11-30 65.64% 12.52% 1.472x
138 2017-12-29 … 2022-11-30 66.91% 12.46% 1.484x
139 2018-01-31 … 2023-01-31 60.32% 11.01% 1.444x
140 2018-02-28 … 2023-02-28 57.43% 11.03% 1.418x
141 2018-03-29 … 2023-02-28 58.03% 11.72% 1.415x
142 2018-04-30 … 2023-04-28 56.51% 13.01% 1.385x
143 2018-05-31 … 2023-05-31 58.97% 12.95% 1.407x
144 2018-06-29 … 2023-05-31 58.08% 13.01% 1.399x
145 2018-07-31 … 2023-07-31 64.24% 14.67% 1.432x
146 2018-08-31 … 2023-08-31 61.49% 13.51% 1.423x
147 2018-09-28 … 2023-08-31 61.40% 13.56% 1.421x
148 2018-10-31 … 2023-10-31 61.62% 12.60% 1.435x
149 2018-11-30 … 2023-11-30 64.14% 14.58% 1.433x
150 2018-12-31 … 2023-12-29 71.91% 17.26% 1.466x
151 2019-01-31 … 2024-01-31 71.66% 16.27% 1.476x
152 2019-02-28 … 2024-01-31 71.47% 15.94% 1.479x
153 2019-03-29 … 2024-03-28 83.40% 17.50% 1.561x
154 2019-04-30 … 2024-04-30 80.45% 15.50% 1.562x
155 2019-05-31 … 2024-05-31 82.41% 18.12% 1.544x
156 2019-06-28 … 2024-06-28 79.35% 17.99% 1.520x
157 2019-07-31 … 2024-07-31 74.76% 17.70% 1.485x
158 2019-08-30 … 2024-08-30 73.59% 18.41% 1.466x
159 2019-09-30 … 2024-09-30 76.80% 18.65% 1.490x
160 2019-10-31 … 2024-10-31 77.32% 17.87% 1.504x
161 2019-11-29 … 2024-11-29 81.72% 18.64% 1.532x
162 2019-12-31 … 2024-12-31 74.01% 17.62% 1.479x
163 2020-01-31 … 2025-01-31 79.48% 18.07% 1.520x
164 2020-02-28 … 2025-02-28 76.45% 19.00% 1.483x
165 2020-03-31 … 2025-03-31 73.85% 19.24% 1.458x
166 2020-04-30 … 2025-04-30 68.83% 16.49% 1.449x
167 2020-05-29 … 2025-04-30 68.87% 15.80% 1.458x
168 2020-06-30 … 2025-06-30 67.91% 18.19% 1.421x
169 2020-07-31 … 2025-07-31 65.95% 17.87% 1.408x
170 2020-08-31 … 2025-08-29 64.81% 16.69% 1.412x
171 2020-09-30 … 2025-09-30 69.92% 18.57% 1.433x
172 2020-10-30 … 2025-09-30 73.56% 19.43% 1.453x
173 2020-11-30 … 2025-11-28 63.37% 17.77% 1.387x
174 2020-12-31 … 2025-12-31 65.95% 16.92% 1.419x
175 2021-01-29 … 2025-12-31 42.94% 17.20% 1.220x
176 2021-02-26 … 2026-01-30 50.38% 17.04% 1.285x
177 2021-03-31 … 2026-03-31 48.37% 14.07% 1.301x
178 2021-04-30 … 2026-04-30 49.70% 16.03% 1.290x
179 2021-05-28 … 2026-04-30 49.67% 16.22% 1.288x
Notes
mode=exploit; family=regime-momentum-quality-value. Auto (mutate); variant=1078.
Lesson notes
#93 · 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 1.070253, dispersion 21.2095%.
Monthly picks — top stocks selected each month (whole timeline)
timeline — 240 months · top 15 each
Month 123456789101112131415
2006-07-31 SLG LH USB CPB LNT ESS BXP DGX CPT ES PEP T VNO KO BRK-B
2006-08-31 MAY MNST ILMN AKAM ATI ADM EME NUE SLG LVS DECK STLD GRMN TEX AT
2006-09-29 MAY ILMN AKAM MNST LVS AAL AT BKNG EME ATI TEX DECK DLR ADM MTW
2006-10-31 MAY AKAM DECK MNST BKNG ILMN AT ATI LVS ALGN BMET INCLF EME NVDA AAL
2006-11-30 MAY ILMN ICE AKAM ATI DECK ALGN MTW AT NVDA UAA REGN ALB BMET GRMN
2006-12-29 MAY ICE ILMN AKAM ALGN AT ATI NVDA MTW BMET DECK LVS WST ALB CF
2007-01-31 MAY ICE ALGN AT AKAM BMET BKNG GT MA MGM KMX ALXN LVS ATI WYNN
2007-02-28 MAY ICE ALGN CF MGM ATI GT AKAM ALB DECK BKNG AT KMX EOP STLD
2007-03-30 MAY CF GT ICE DLX MGM ATI BKNG MOS ALB TEX CE ANDV STLD TPL
2007-04-30 MAY GT CF ANDV BKNG ALGN MOS OI DLX INCY CLF ICE NRG TEX MGM
2007-05-31 MAY GT ALGN CF FSLR MA CLF DLX DECK ICE OI ANDV MOS AMZN ON
2007-06-29 MAY CF KMG FSLR GT ALGN MA DLX MOS OI DECK CLF ICE BKNG AMZN
2007-07-31 MAY KMG CF FSLR ALGN MA AMZN AL MOS GT DECK OI BKNG ALXN AXON
2007-08-31 ALGN CF KMG AMZN OI AL ISRG MA DECK MOS CMI AXON GME JEC GRMN
2007-09-28 CF KMG AMZN MOS GRMN OI AL MPWR NOV CMG ISRG BKNG GME AXON CMI
2007-10-31 CF MOS ISRG KMG MPWR NOV GRMN AL CMG OI GME AMZN WYNN DECK BKNG
2007-11-30 FSLR CF ISRG MOS BKNG DECK BBBY CMG AL GRMN JEC OI GME NOV AAPL
2007-12-31 CVG PENN FSLR JNJ CL PG KO JEC MO PEP OI AEE BRK-B MCD MOS
2008-01-31 MOS CVG CL MO MAY JEC JNJ ESRX KO PG WMT BRK-B SO CPRT MHS
2008-02-29 MOS MAY PRGO CF MEE CVG PG SWN CHD MO JNJ KO CL JEC ATGE
2008-03-31 MOS MEE MAY PRGO SWN CVG ESV PG CL KO BTUUQ JNJ AFL CHD WMT
2008-04-30 MEE ESV SWN PRGO MAY MOS MA CVG BTUUQ WMT JNJ CHD APA KO PG
2008-05-30 MOS FSLR CF MA MEE CLF ILMN ESV SWN BKNG HP PRGO RRC BTUUQ CNX
2008-06-30 MEE ESV SWN BTUUQ SW BCR TTWO MAY FMC APOL ATGE DF X CLF CELG
2008-07-31 SWN ESV BCR MEE DF BTUUQ APOL ATGE CELG FDO FI HRS CERN COG HCBK
2008-08-29 SWN ESV MOS CLF BCR CF FSLR MEE DF APOL ATGE BTUUQ CELG FI FDO
2008-09-30 SWN BCR DF FDO CELG APOL ATGE FI ESV HRS HCBK CEPH BIG COG CERN
2008-10-31 SWN BCR WWY DF GIS CHD CPB CLX ROH ABT ED DLTR CASY WMT STE
2008-11-28 SWN DLTR GIS CHD CLX BCR CASY MCD WMT DF ABT ED KR CPB SJM
2008-12-31 DLTR MCD ABT SWN CHD AON BMY AMGN LDOS GIS AJG ED KR WMT CLX
2009-01-30 SWN MCD DLTR ABT ED AMGN EW LDOS BMY ROH GILD HSY BCR AJG WEC
2009-02-27 HET ED NFLX EW LDOS PCG MCD AZO ROH SWN DLTR AMGN ABT VRTX XEL
2009-03-31 AZO NFLX ED EW DLTR PCG MCD BMY VTRS HET MNST XEL SNPS ROH AAP
2009-04-30 NFLX AZO AN MNST ED ROH BR ROST ORLY DRI SNPS AAP TSCO NEE MCD
2009-05-29 BKNG ORLY AZO NFLX ROST DLTR HRL MCD IBM NEE PALM MNST AN WBD EW
2009-06-30 CAR AN F NFLX FHN ORLY PALM MBI MKTX TSCO DLTR BLDR DXCM TYL AZO
2009-07-31 CAR F AN BLDR PALM ORLY NFLX SWKS WBD CMG FHN ULTA ASH FFIV MNST
2009-08-31 CAR F PALM AN MU BKNG NFLX BLDR CMG WBD ORLY ASH VRTX SNDK GNW
2009-09-30 CAR PALM BKNG SW GNW WBD MU SNDK MTG AAPL ASH SSP WDC DISCA F
2009-10-30 CAR GNW SW PALM BC BKNG KMG HIG SSP SNDK F DDS GGP UIS INCY
2009-11-30 CAR GNW KMG UIS SSP GGP BC SW DDS THC SNDK STX ASH LULU PALM
2009-12-31 CAR GGP SANM SSP UIS DDS LPX SW AMD THC LULU KMG BC WFM UAL
2010-01-29 CAR SANM GNW GGP AMD UIS F SW UAL THC SSP LULU BC RCL STX
2010-02-26 CAR SANM GNW UIS UAL GGP ASH F LVS CLF INCY ACS LULU DDS AMD
2010-03-31 SANM CAR GNW INCY UIS LYV MAC UAL GGP MTG F CLF LVS SMCI SSP
2010-04-30 GNW INCY SANM UAL CAR MTG LYV GGP SSP ETFC WLL DDS VIAV SMCI BC
2010-05-28 UAL SSP BC SANM ETFC INCY AAL VSTNQ GGP WLL MTG DDS NFLX LULU LYV
2010-06-30 ETFC UAL UST DLTR AZO COR VSTNQ CPB HAS KDP MCD NEM PEG PG CVG
2010-07-30 ETFC SW UAL AZO CCU DLTR UST MO CASY HRL CVG MCD PEG SO CPB
2010-08-31 ETFC CCU AZO MRO CPQ MCD EC ERIE CASY ED MO UST SO LUMN BMY
2010-09-30 ETFC NFLX AKAM FFIV NTAP UAL VSTNQ BKNG LVS CCU AAL BBWI VRTS CMI WLL
2010-10-29 ETFC UAL NFLX AAL LVS FFIV NTAP BKNG INCY WLL CMG MBI AKAM VRTS ACAS
2010-11-30 ETFC LVS UAL NFLX MBI AAL FFIV VRTS CMG BKNG BBWI FTNT WLL ACAS NTAP
2010-12-31 ETFC LVS VRTS NFLX MBI CMG ACAS URI FFIV BKNG WLL BBWI DECK CMI RCL
2011-01-31 ETFC MAY ACAS URI LVS VRTS WLL NFLX LULU FFIV IPGP DECK DDS BBWI SWKS
2011-02-28 MAY ETFC URI LULU NFLX ACAS LVS IPGP VRTS HON DDS FTNT SWKS BBWI WLL
2011-03-31 MAY ETFC IPGP URI VRTS WYNN LULU FTNT NFLX ACAS SWKS BBWI NOV ANDV ECHO
2011-04-29 MAY IPGP ETFC LULU WYNN FTNT MU ANDV VRTS URI ULTA ACAS ECHO NFLX REGN
2011-05-31 MAY IPGP ETFC FTNT LULU BKNG EP ACAS LYB KLAC WYNN MU ANDV URI REGN
2011-06-30 MAY IPGP ETFC FTNT BKNG EP VRTS REGN ULTA LULU URI ANF DDS NFLX ABMD
2011-07-29 MAY IPGP LULU ULTA EP CTRA VRTS WCG ABMD COG REGN FTNT ANF GMCR NFLX
2011-08-31 MCD MAY AAPL MSFT AZO UST AEP D ED SO DPZ CAG CF ABT KO
2011-09-30 V AAPL UST D MCD AZO SO ED AEP KMB MSFT DUK BMY VZ MO
2011-10-31 MAY V AAPL MCD D MSFT AZO INTC DPZ AEP DLTR SO UST BMY CVG
2011-11-30 V MA MAY ISRG MSFT ED D MCD AEP AAPL MO AMGN AMT DPZ BMY
2011-12-30 V MA MAY ISRG MCD MSFT ED D AMT AMGN AEP BMY MO AAPL GILD
2012-01-31 GNRC DPZ COG WCG EP VZ MNST REGN ULTA MA TIN DLTR FAST ABMD DG
2012-02-29 REGN STX URI WCG COG DPZ ULTA MNST HFC ABMD ADS TYL FAST CBS MOH
2012-03-30 STX REGN BLDR DPZ URI MNST AAPL CF WCG HFC ULTA V COG FAST EQIX
2012-04-30 REGN BLDR DPZ AAPL URI STX MNST EQIX ULTA M V ISRG BKNG FICO LEN
2012-05-31 REGN BLDR AAL STX AAPL MNST EQIX LULU ORLY ISRG URI EC V BKNG TJX
2012-06-29 REGN BLDR AAL AAPL MNST EQIX STX SHW LEN TJX DHI ROST GPS V DAL
2012-07-31 AAL STX LEN BLDR REGN MNST EQIX SHW AAPL ROST PHM DG V ALGN GPS
2012-08-31 STX DHI PHM LEN AAL REGN BLDR GPS EQIX URI SHW LPX ALGN ROST AAPL
2012-09-28 PHM STX BLDR DHI LPX LEN ANDV GPS ALGN LYB REGN KBH EQIX URI SHW
2012-10-31 PHM BLDR DHI KBH LEN BBBY REGN LPX STX EQIX WHR ANDV STZ LYB GNRC
2012-11-30 BLDR PHM KBH BBBY LEN LPX WHR DHI STZ AAL REGN GNRC ANDV GILD MPC
2012-12-31 REGN PHM BBBY LPX WHR KBH BLDR SW AAL ANDV EXPE GNRC LEN GILD DDS
2013-01-31 PHM LPX BLDR BBBY KBH WHR THC OMX ANDV LEN DDS AXON SW DXC EXPE
2013-02-28 OMX LPX NFLX PHM VRTS GNRC THC APO AXON BBBY BLDR MPC EXPE KBH GILD
2013-03-28 OMX NFLX KKR VRTS LPX KBH THC PHM ANDV BBBY MPC CTRA CPAY APO GNRC
2013-04-30 OMX FNMA FMCC NFLX KKR MTG THC VRTS ANDV KBH CAR APO HRB STZ LPX
2013-05-31 FNMA FMCC OMX FSLR NFLX KKR BBBY MTG KBH VRTS APO STZ THC ANDV GILD
2013-06-28 FNMA FMCC OMX BBBY TSLA NFLX FSLR KKR MTG VRTS CPAY GILD MU SW WDC
2013-07-31 FNMA FMCC OMX TSLA BBBY MTG GME KKR FSLR SVU NFLX MU GILD EA THC
2013-08-30 OMX FNMA FMCC TSLA MTG BBBY SVU GME DAL BBY NFLX FSLR FL TRIP GNW
2013-09-30 OMX TSLA FNMA MTG FMCC NFLX BBBY SVU META GME MU BBY AXON DAL FL
2013-10-31 OMX TSLA FNMA FMCC MTG MU FANG META DAL BBY NXPI INCY FL AXON TRIP
2013-11-29 OMX FNMA FMCC NFLX MTG TSLA MU INCY BBY FL META DAL AXON FANG BX
2013-12-31 FNMA FMCC NFLX INCY TSLA MU META BBY FL BX KATE MTG FANG DXCM AXON
2014-01-31 FNMA FMCC INCY TSLA TKO MU DXCM ILMN BX PHM NFLX KATE AXON META MTG
2014-02-28 FNMA FMCC TSLA TKO ILMN AAL INCY MU PHM BX DXCM META FRX DAL WYNN
2014-03-31 FNMA FMCC TSLA TKO ILMN RCL FRX DXCM DAL INCY META AAL FANG FSLR URI
2014-04-30 FMCC FNMA TSLA TKO FRX MU RCL FANG DAL ILMN URI AAL INCY NXPI DXCM
2014-05-30 META FRX FMCC DAL MU FANG TSLA AAL ILMN FNMA URI NXPI SWKS SMCI INCY
2014-06-30 META FMCC FNMA FRX AAL FANG DAL ILMN URI SWKS MU TPL LUV SMCI WLL
2014-07-31 META FMCC MU FANG FNMA FRX SWKS TPL NBR TRGP URI NFX SMCI CAR DAL
2014-08-29 FMCC FNMA LUV MU SWKS CAR URI DAL TPL TRGP FANG RCL NFX META NXPI
2014-09-30 TPL SWKS LUV FMCC FNMA GILD ENPH SMCI CAR URI MU RCL NXPI TRGP ILMN
2014-10-31 MMI PANW ENPH SWKS SMCI LUV TPL MU RCL GILD META AVGO ILMN GMCR URI
2014-11-28 MMI SWKS PANW LUV SMCI EW RCL MNST META NXPI ILMN AVGO ENPH LRCX EA
2014-12-31 SWKS LUV PANW EW MMI SBUX SMCI EA AXON ENPH RCL MNST UAL GMCR DAL
2015-01-30 SWKS AXON PANW LUV SBUX MMI EW EA MNST KR CNC BBWI RCL ENPH SMCI
2015-02-27 SWKS SBUX PANW EA SMCI LUV MMI CNC EW MNST KR ANDV AAPL BBWI HSP
2015-03-31 SWKS SBUX CNC PANW EA MNST SMCI AVGO INCY MMI ANDV EPAM MOH HSP LUV
2015-04-30 SWKS SBUX PAYC PANW EA CNC MNST DXCM MMI KMG HSP AVGO INCY EPAM ABMD
2015-05-29 SBUX AXON SWKS BLDR PAYC PANW INCY DXCM KMG MMI AVGO HSP ABMD MNST CNC
2015-06-30 BTUUQ SWKS PAYC AXON PANW CNC BLDR AVGO SBUX INCY DXCM MMI ABMD HSP GILD
2015-07-31 BLDR PAYC AXON BTUUQ PANW DXCM CNC INCY SBUX ABMD MNST MMI EPAM COTY EA
2015-08-31 GILD V EBAY MA GE MCO HAS MO CCI ABMD BKNG PSA AMGN AMT ORLY
2015-09-30 GILD V MA GE EBAY PSA MCO MO BKNG ED SPG CCI AMT CVG HAS
2015-10-30 V GILD GE MA MO BKNG PSA EBAY ABMD SPG AMT CCI CVG ED MCO
2015-11-30 FIX CZR ABMD NFLX AMZN BLDR TYL GE GPN ATVI AYI CVC EXPE GOOGL SBUX
2015-12-31 GE V GILD ABMD MA PSA ATVI GOOGL MO META MCD CCI AMGN EBAY HRL
2016-01-29 GE V GILD MCD ABMD PSA MA MO GOOGL KLAC ISRG AMGN HRL MSFT ADBE
2016-02-29 GE GILD V SPG KLAC ISRG MCD PSA MO ED MA ABMD VZ CCI T
2016-03-31 CZR ABMD TSN GE MAT EBAY NVDA HRL GDDY KLAC MKTX ANF FSLR ATVI TTWO
2016-04-29 TSN ABMD GE EBAY CZR NVDA HRL AMD EW META MKTX DLR EVRG LITE CPB
2016-05-31 AMD CZR NVDA ABMD WB META EW TSN EVRG MTW CLF DLR ULTA GE ISRG
2016-06-30 CLF NVDA AMD CZR DXC ABMD EVRG MDR OKE WB AWK X DLR ALB MKTX
2016-07-29 CLF AMD NVDA WB NEM DXC X CZR DLR ABMD PAYC MDR WOR ALB GE
2016-08-31 AMD WB SPGI NVDA CLF X NEM DHR JOY MDR DXC WPX ALB ABMD MKTX
2016-09-30 WB AMD X SPGI NVDA CLF DHR JOY WPX NEM AMAT LITE CNX MDR NAV
2016-10-31 AMD WB X NVDA SPGI LITE CNX WPX DHR DXC JOY NAV AMAT TPL MDR
2016-11-30 AMD X CLF WB NVDA SPGI CNX TPL DHR WPX LITE NAV JOY OKE STLD
2016-12-30 CLF X NVDA AMD FMCC FNMA WB TPL SPGI CNX WPX OKE NAV TRGP NBR
2017-01-31 AMD CLF X NVDA FMCC FNMA TPL TRGP SPGI WB NBR FCX URI WPX NAV
2017-02-28 AMD CLF X NVDA WB SPGI FNMA URI TPL FMCC NAV NBR CSX WPX SLM
2017-03-31 AMD CLF X NVDA WB URI FMCC NAV FNMA ANET SLM CSX RF BAC MU
2017-04-28 AMD NVDA X KMG MU ANET NAV AMAT SLM STX DXC WDC CSX IDXX FMCC
2017-05-31 KMG AMD NVDA X XYZ WB ANET CSX LRCX MU KHC IDXX NAV WDC AMAT
2017-06-30 NVDA XYZ WB ANET LITE CSX TTWO AMAT X LRCX ADSK KMG VEEV ALGN NAV
2017-07-31 NVDA XYZ ANET MU WB LITE ALGN TTWO LRCX VRTX PAYC KMG KHC AMAT ZBRA
2017-08-31 NVDA XYZ NRG WB TTWO VRTX ALGN ANET MU BA LRCX TPL IPGP RCL KMG
2017-09-29 NVDA XYZ WB TTWO IPGP NRG ANET ALGN MU TTD BA LRCX VRTX SEDG NCC
2017-10-31 NVDA XYZ BBBY TTD SEDG TTWO MU ALGN NRG MTW ANET WB LRCX IPGP CZR
2017-11-30 BBBY XYZ ENPH SEDG ALGN ANET NRG IPGP NVDA MU TTWO MCHP LRCX NVR TTD
2017-12-29 BBBY ENPH SEDG XYZ ANET WB ALGN NCC NRG IPGP TTWO MCHP FTNT TWTR FSLR
2018-01-31 BBBY ANET SEDG XYZ ALGN PENN NKTR CZR WB TWTR MCHP TTWO MTCH FTNT FSLR
2018-02-28 NKTR BBBY XYZ SEDG ANET ALGN ENPH NVDA EC MTCH WB TWTR FTNT BA CZR
2018-03-29 NKTR SEDG ENPH BBBY NCC XYZ MTCH ETSY MAY FSLR EC ANET WB CCI TWTR
2018-04-30 CCI NKTR V MA SPG HET ADBE BKNG SPGI AMGN META INTU KDP EXR TWTR
2018-05-31 NKTR ENPH SEDG EC CVNA AXON ETSY HET TKO CCI THC MU MTCH MRVL TPL
2018-06-29 ENPH NKTR TKO HET AXON MU SEDG XYZ ETSY CCI NFLX THC TPL EC TTD
2018-07-31 ENPH TKO HET AXON ETSY NKTR CVNA CCI THC SEDG XYZ ANF MU TTD TPL
2018-08-31 ENPH HET TKO CVNA AXON CCI ETSY XYZ TTD SVU THC LULU DXCM EC ABMD
2018-09-28 HET CVNA TKO TTD XYZ AMD DXCM CCI AXON ETSY ENPH ABMD LULU UIS FTNT
2018-10-31 CCI HET DXCM EXR TKO SPG ABMD V UIS MKC KDP MOH YUM FTNT HCA
2018-11-30 CCI HET EXR MKC SPG TTD KDP MRK ESRX HCA LLY V YUM PFE MCD
2018-12-31 CCI HET EXR YUM MRK KDP MKC AET SPG MCD PFE CME ESRX UST V
2019-01-31 CCI HET EXR RHT SPG YUM O CIEN DOC XLNX BALL ERIE WELL MCD KDP
2019-02-28 HET CCI ENPH TTD EOG ETSY DXCM FNMA RHT FMCC TKO CIEN CMG KEYS AES
2019-03-29 HET TTD CCI ENPH FNMA FMCC ETSY FTNT RHT TKO JNJ CMG SSP AVGO AMD
2019-04-30 HET TTD CCI ENPH CVNA FMCC FNMA AMD ETSY SNPS VEEV AVP ANF TKO SSP
2019-05-31 CCI HET EXR ERIE PEP HSY BALL MKTX SBUX AVP CDNS SO V AWK CHD
2019-06-28 HET ENPH CCI FNMA FMCC AVP TTD VEEV ERIE SNPS MTCH AMD PAYC BALL CVNA
2019-07-31 HET ENPH CCI TTD AVP VEEV ERIE MTCH PAYC MKTX CDNS BALL CVNA FICO SBUX
2019-08-30 HET ENPH CCI AVP MKTX SEDG SBUX BALL MTCH NCC ERIE SBAC TTD HSY VEEV
2019-09-30 HET ENPH CCI SEDG CSCO AVP NCC MKTX FNMA PODD FMCC BALL TER HSY GNRC
2019-10-31 HET ENPH CCI AVP SEDG CSCO FNMA FMCC PODD GNRC BLDR KLAC KBH TER LRCX
2019-11-29 HET ENPH CCI AVP CSCO SEDG NCC CVNA GNRC BLDR FNMA KLAC PODD TER FMCC
2019-12-31 HET ENPH CCI XRX CVNA AVP THC BLDR SEDG PODD FNMA MCHP TER QRVO KLAC
2020-01-31 HET CCI ENPH TSLA XRX CVNA PODD SEDG AVP BLDR MCHP LLY GNRC AAPL QRVO
2020-02-28 CCI HET EXR TE TYL UST LM SAF JNJ KO VRTX RMD PEP AON BMY
2020-03-31 CCI EXR DVN AMT UST TE DXCM GEN NCC REGN TYL KR BMY DVA LM
2020-04-30 CCI DVN EXR AMT UST DXCM GEN TE REGN NEM PODD BMY KR LLY CLX
2020-05-29 CCI DVN EXR AMT TSLA DXCM GEN REGN UST TE NCC WST BIO CLX NVDA
2020-06-30 CCI AMT TSLA EBAY REGN DXCM CLX UST NVDA ABBV MSFT DG AAPL GIS EXR
2020-07-31 MRNA BBBY TSLA DXCM CCI NVDA SEDG REGN CVNA NEM ETSY ENPH AMD WST AAPL
2020-08-31 BBBY TSLA MRNA ENPH AMD CCI NVDA ETSY DXCM CVNA SEDG RRC AAPL REGN XYZ
2020-09-30 BBBY TSLA ENPH PENN CVNA MRNA AMD SEDG CCI NVDA XYZ DDOG ETSY TUP TTD
2020-10-30 BBBY TSLA ENPH TUP PENN MRNA SEDG DDOG CVNA XYZ ETSY CRWD NVDA CCI TTD
2020-11-30 BBBY TSLA ENPH TUP MRNA CCI GME SEDG ETSY NOW TTD XYZ CVNA PENN GNRC
2020-12-31 BBBY TSLA MRNA ENPH TUP GME CCI PENN ETSY XYZ SEDG TTD NOW CRWD CVNA
2021-01-29 GME ENPH BBBY TSLA MRNA CCI ETSY TUP CRWD SEDG NOW PENN CVNA XYZ TTD
2021-02-26 GME CCI TUP NOW MRNA BBBY ENPH DVN VIAC CPRI PENN ETSY TPR DDS CPB
2021-03-31 GME TUP BBBY PENN NBR CCI MRNA ETSY VIAC CZR TSLA ENPH CPRI AMT FCX
2021-04-30 GME TUP NBR VIAC PENN BBWI CAR MRNA CLF QEP CRM TPL BBBY CZR CCI
2021-05-28 GME TUP CAR DDS CRM CCI FCX BBWI TPL XEC IVZ CLF MTW BBBY THC
2021-06-30 GME DDS ANF BBWI CAR MRNA RRC XEC TUP TPL TDC THC BBBY NAVI RRD
2021-07-30 GME DDS RRD MRNA NUE CAR BBWI ANF BX MBI CLF TPL MDP NAVI STLD
2021-08-31 GME DDS MRNA KKR RRD CLF MDP BX NUE NAVI XEC SBNY BBWI CPRI CAR
2021-09-30 GME MRNA DDS RRD KKR RRC JWN MDP MRO CAR M DVN BX TRGP IT
2021-10-29 GME MRNA DDS RRC RRD KKR MRO DVN CAR JWN M MUR MDP FANG TRGP
2021-11-30 GME CAR DDS RRD BX MRO DVN RRC TSLA MDP MRNA JWN WFC M NVDA
2021-12-31 CAR GME RRD DDS MRO DVN BX MRNA JWN ON NVDA BLDR WFC M TSLA
2022-01-31 EXR AMT RRD CCI MRO ABBV DVN COP MO EXC MCD PLD CVX EOG PEP
2022-02-28 EXR AMT RRD CCI MRO ABBV DVN TRGP MCK COP ABX CVX EXC EOG MO
2022-03-31 AMT EXR RRD CCI ABBV MRO TRGP CF DVN MCK COP REGN EXC ABX BMY
2022-04-29 AMT EXR CCI TRGP MCK ABBV ABX BMY REGN MRO CF VRTX COP EXC WMB
2022-05-31 AMT EXR CCI MRO FHN BMY ABX ABBV ED MCK REGN AMGN EXC EQT DVN
2022-06-30 AMT EXR CCI ABX BMY ABBV MCK FHN ED AMGN JNJ WRB PFE KO D
2022-07-29 AMT EXR CCI ABX MCK AMGN ABBV FHN BMY OXY ED JNJ MCD LW PFE
2022-08-31 AMT EXR CCI MCK ABX AMGN VRTX HRB OXY FHN CAH CPB LW GIS CF
2022-09-30 AMT EXR CCI VRTX ABX FHN MCK ERIE GIS HSY HRB CAH LW V AMGN
2022-10-31 AMT EXR CCI FHN ABX MCK TKO CI LW ERIE V HSY GPC ORLY GIS
2022-11-30 T FSLR OXY CF TPL SMCI HES DVN FTI UCL HP UNM ATI ODP COP
2022-12-30 FSLR SMCI FTI TPL OXY HES T ODP HP APA MPC COP MUR UCL CF
2023-01-31 UCL HES FSLR FTI T TPL ODP SMCI STLD CEG MPC FLR ATI UNM DDS
2023-02-28 UCL FSLR FTI T HES ODP SMCI STLD ASO CCI FLR OI DYN CEG MPC
2023-03-31 UCL SMCI FSLR FTI VLO HES OI TEX AXON FIX LW GNW PSX MTW STLD
2023-04-28 UCL FSLR SMCI AXON FICO FTI NVDA VLO LVS META ASO GE HES COTY AMT
2023-05-31 EXR AMT CCI V PHM AVGO LW VRTX MCD BKNG FICO GE MO CPRT ABX
2023-06-30 SMCI NVDA CVNA H FSLR RCL UCL VRT BLDR PLTR NFLX META GE AVGO BKNG
2023-07-31 SMCI CVNA NVDA RCL H VRT BLDR META PLTR CCL UCL FTI AVGO ANF TTD
2023-08-31 SMCI UCL CVNA NVDA VRT PLTR BLDR APP ANF RCL PHM AVGO META FTI EXR
2023-09-29 EXR CCI AMT V MO AVGO MA BKNG PSX NVDA ANF CSCO EMR JPM FICO
2023-10-31 EXR CCI AMT V VRT META CBOE CSCO AVGO VRTX CME AFL ANF FTI LIN
2023-11-30 CVNA VRT ANF APP SMCI META NVDA COIN EXR FNMA PLTR FTI DAL GPS DELL
2023-12-29 CVNA COIN ANF VRT APP FNMA EXR GPS SMCI NVDA PLTR CRWD FMCC META DAL
2024-01-31 CVNA ANF VRT SMCI FNMA EXR APP COIN CRWD FMCC NVDA META ANET DELL DAL
2024-02-29 SMCI CVNA ANF GE VRT FNMA ADCT APP COIN CRWD NVDA EXR FMCC META DYN
2024-03-28 SMCI CVNA ADCT ANF VRT COIN GE FNMA DYN APP EXR NVDA FMCC VST PLTR
2024-04-30 CVNA SMCI ADCT ANF VRT COIN DYN GE EXR APP NVDA FNMA VST FMCC WSM
2024-05-31 CVNA ANF VRT SMCI VST ADCT FNMA FMCC COIN APP NVDA DYN DELL EXR GPS
2024-06-28 ANF CVNA VST SMCI VRT DYN NVDA APP FMCC FNMA GPS DELL COIN EXR CEG
2024-07-31 ANF CVNA NVDA VST DYN VRT APP FNMA FMCC EXR DELL COIN SMCI GPS HOOD
2024-08-30 DYN LUMN ANF CVNA NVDA VST EXR CCI PBI COIN THC NRG GDDY ADCT KKR
2024-09-30 LUMN DYN CVNA NVDA EXR CCI ANF VST APP PBI THC ADCT COHR KKR NRG
2024-10-31 LUMN CVNA DYN APP NVDA VST ADCT EXR CCI COHR THC PLTR KKR CEG ANF
2024-11-29 CVNA LUMN APP VST PLTR CCI WYNN TPL HOOD NVDA COHR ADCT AXON EXR FMCC
2024-12-31 APP LUMN PLTR CVNA FMCC VST FNMA CCI WYNN TPL HOOD AXON UAL LB NVDA
2025-01-31 APP PLTR FMCC CVNA FNMA LUMN HOOD VST CCI WYNN UAL AXON TPL TSLA IBKR
2025-02-28 APP FMCC FNMA PLTR HOOD CVNA VST CCI WYNN UAL TPL LUMN ALK PBI ECHO
2025-03-31 EXR CCI AMT FOX VRSN FOXA MO V T BRO PGR CME EVRG AJG TMUS
2025-04-30 EXR CCI AMT VRSN MO CNP FNMA PM CME T COR ATO WEC EXC EVRG
2025-05-30 CCI AMT EXR PLTR PM FNMA MO CME VRSN CAH CNP RSG CA BUD MCK
2025-06-30 FNMA FMCC PLTR HOOD APP CCI GEV GILD CVNA LUMN LB HWM AXON NRG UBER
2025-07-31 FNMA HOOD FMCC PLTR APP GEV CCI CVNA GILD NRG AXON CAR TPR UBER VST
2025-08-29 FNMA HOOD FMCC PLTR APP GEV UCL CCI CAR CVNA FIX LITE ECHO VST TPR
2025-09-30 FNMA FMCC HOOD APP PLTR ECHO STX LITE CCI WDC GEV FIX UCL AVGO CIEN
2025-10-31 FMCC FNMA HOOD APP ECHO LITE WDC MU STX PLTR TE CIEN CCI WBD SEDG
2025-11-28 HOOD ECHO LITE WDC MU STX CIEN TE NKTR FNMA FMCC WBD AVGO SEDG CCI
2025-12-31 LITE ECHO WDC TE MU STX HOOD GILD CIEN NKTR WBD FNMA CCI FMCC NEM
2026-01-30 TE LITE ECHO WDC MU STX CIEN GILD WBD SSP CCI LRCX NEM NKTR INTC
2026-02-27 LITE TE WDC MU CIEN STX GILD ECHO COHR LRCX FIX CCI WBD VIAV SSP
2026-03-31 CCI EXR AMT LITE WBD JNJ ABI PCS FTI CAM EA CA APA NKTR CIEN
2026-04-30 LITE WDC CIEN MU STX ECHO VIAV COHR GILD TER FIX NBR CCI SSP ALB
2026-05-29 LITE WDC MU CIEN STX VIAV ECHO INTC TE COHR GILD AMD TER CCI NBR
2026-06-26 MU WDC LITE STX TE CIEN INTC VIAV DELL TER AMD GLW COHR MRVL DD
Scoring script (python)
# Auto-generated (mutate) variant 1078 — regime-momentum-quality-value sweep point.
FORMULA_NAME = "regime-momentum-quality-value (mutate v1078)"
LOGIC_VARIANT_COUNT = 2
NOTES = "mode=exploit; family=regime-momentum-quality-value. Auto (mutate); variant=1078."

BULL = {"momentum_12_1_pct": (0.326, +1), "return_6m_pct": (0.196, +1), "eps_growth_pct": (0.124, +1),
        "free_cash_flow_margin_pct": (0.164, +1), "forward_pe": (0.1, -1), "peg": (0.088, -1)}
RISK_OFF = {"realized_vol_3m": (0.191, -1), "free_cash_flow_margin_pct": (0.164, +1),
            "operating_margin_pct": (0.10, +1), "forward_pe": (0.1, -1), "peg": (0.088, -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