exp_1083

regime-momentum-quality-value (mutate v1083)

← All V2 experiments
Relative return
1.286x
Excess vs bench
28.60%
Benchmark
CAPW_UNIV
Rolling windows
179 · monthly
Mean strategy gain
47.16%
Mean benchmark gain
14.08%
Mean excess gain
33.08%
Dispersion (ref)
20.06%
Win-rate vs bench (ref)
100.00%
Worst / best ratio (ref)
1.062x / 1.596x
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 22.64% 2.22% 1.200x
2011-07-01 … 2016-06-30 37.43% 13.74% 1.208x
2016-07-01 … 2021-06-30 83.69% 20.63% 1.523x
2021-07-01 … 2026-06-26 49.15% 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 1.286x · beat benchmark in 179/179
#WindowStrategyBenchmarkRatio
1 2006-07-31 … 2011-07-29 20.66% 1.79% 1.185x
2 2006-08-31 … 2011-08-31 18.22% 0.21% 1.180x
3 2006-09-29 … 2011-08-31 15.36% -0.14% 1.155x
4 2006-10-31 … 2011-10-31 14.07% 0.23% 1.138x
5 2006-11-30 … 2011-11-30 12.87% -0.05% 1.129x
6 2006-12-29 … 2011-11-30 12.85% -0.32% 1.132x
7 2007-01-31 … 2012-01-31 12.19% 0.93% 1.112x
8 2007-02-28 … 2012-01-31 11.10% 1.43% 1.095x
9 2007-03-30 … 2012-03-30 13.10% 3.09% 1.097x
10 2007-04-30 … 2012-04-30 13.27% 2.42% 1.106x
11 2007-05-31 … 2012-05-31 9.91% 0.60% 1.093x
12 2007-06-29 … 2012-06-29 8.30% 1.92% 1.063x
13 2007-07-31 … 2012-07-31 9.07% 2.69% 1.062x
14 2007-08-31 … 2012-08-31 10.65% 2.95% 1.075x
15 2007-09-28 … 2012-09-28 10.01% 3.20% 1.066x
16 2007-10-31 … 2012-10-31 10.26% 2.60% 1.075x
17 2007-11-30 … 2012-11-30 10.58% 3.45% 1.069x
18 2007-12-31 … 2012-12-31 10.60% 3.69% 1.067x
19 2008-01-31 … 2013-01-31 13.61% 5.85% 1.073x
20 2008-02-29 … 2013-02-28 13.69% 6.82% 1.064x
21 2008-03-31 … 2013-03-28 15.07% 7.73% 1.068x
22 2008-04-30 … 2013-04-30 16.59% 7.51% 1.085x
23 2008-05-30 … 2013-04-30 15.23% 7.81% 1.069x
24 2008-06-30 … 2013-06-28 20.89% 9.33% 1.106x
25 2008-07-31 … 2013-07-31 25.43% 10.48% 1.135x
26 2008-08-29 … 2013-07-31 25.72% 10.52% 1.138x
27 2008-09-30 … 2013-09-30 31.52% 11.48% 1.180x
28 2008-10-31 … 2013-10-31 39.55% 15.76% 1.205x
29 2008-11-28 … 2013-10-31 41.40% 17.46% 1.204x
30 2008-12-31 … 2013-12-31 43.68% 18.44% 1.213x
31 2009-01-30 … 2013-12-31 45.26% 20.64% 1.204x
32 2009-02-27 … 2014-01-31 48.42% 21.63% 1.220x
33 2009-03-31 … 2014-03-31 49.51% 20.60% 1.240x
34 2009-04-30 … 2014-04-30 47.69% 19.00% 1.241x
35 2009-05-29 … 2014-04-30 49.89% 18.32% 1.267x
36 2009-06-30 … 2014-06-30 51.19% 19.01% 1.270x
37 2009-07-31 … 2014-07-31 47.29% 17.39% 1.255x
38 2009-08-31 … 2014-08-29 46.93% 17.70% 1.248x
39 2009-09-30 … 2014-09-30 42.10% 16.64% 1.218x
40 2009-10-30 … 2014-09-30 46.20% 17.08% 1.249x
41 2009-11-30 … 2014-11-28 41.66% 16.82% 1.213x
42 2009-12-31 … 2014-12-31 39.82% 16.28% 1.202x
43 2010-01-29 … 2014-12-31 41.96% 17.23% 1.211x
44 2010-02-26 … 2015-01-30 40.83% 15.80% 1.216x
45 2010-03-31 … 2015-03-31 39.59% 15.40% 1.210x
46 2010-04-30 … 2015-04-30 37.25% 15.38% 1.190x
47 2010-05-28 … 2015-04-30 40.16% 17.09% 1.197x
48 2010-06-30 … 2015-06-30 45.30% 17.45% 1.237x
49 2010-07-30 … 2015-06-30 44.86% 16.43% 1.244x
50 2010-08-31 … 2015-08-31 40.27% 15.76% 1.212x
51 2010-09-30 … 2015-09-30 37.33% 13.61% 1.209x
52 2010-10-29 … 2015-09-30 36.56% 13.06% 1.208x
53 2010-11-30 … 2015-11-30 36.56% 15.09% 1.187x
54 2010-12-31 … 2015-12-31 35.43% 13.55% 1.193x
55 2011-01-31 … 2016-01-29 33.56% 11.90% 1.194x
56 2011-02-28 … 2016-01-29 33.14% 11.53% 1.194x
57 2011-03-31 … 2016-03-31 33.87% 12.90% 1.186x
58 2011-04-29 … 2016-04-29 32.21% 12.39% 1.176x
59 2011-05-31 … 2016-05-31 35.00% 12.94% 1.195x
60 2011-06-30 … 2016-06-30 35.68% 13.30% 1.198x
61 2011-07-29 … 2016-07-29 40.35% 14.52% 1.226x
62 2011-08-31 … 2016-08-31 42.16% 15.19% 1.234x
63 2011-09-30 … 2016-09-30 42.75% 16.32% 1.227x
64 2011-10-31 … 2016-10-31 41.20% 14.02% 1.238x
65 2011-11-30 … 2016-11-30 44.55% 14.66% 1.261x
66 2011-12-30 … 2016-12-30 44.43% 14.92% 1.257x
67 2012-01-31 … 2017-01-31 45.80% 14.63% 1.272x
68 2012-02-29 … 2017-02-28 45.13% 14.78% 1.264x
69 2012-03-30 … 2017-02-28 44.89% 14.43% 1.266x
70 2012-04-30 … 2017-04-28 41.24% 14.61% 1.232x
71 2012-05-31 … 2017-05-31 44.81% 15.98% 1.249x
72 2012-06-29 … 2017-05-31 45.53% 15.44% 1.261x
73 2012-07-31 … 2017-07-31 45.76% 15.43% 1.263x
74 2012-08-31 … 2017-08-31 46.20% 15.12% 1.270x
75 2012-09-28 … 2017-08-31 45.80% 14.77% 1.270x
76 2012-10-31 … 2017-10-31 49.58% 16.12% 1.288x
77 2012-11-30 … 2017-11-30 49.71% 16.79% 1.282x
78 2012-12-31 … 2017-12-29 48.40% 16.93% 1.269x
79 2013-01-31 … 2018-01-31 49.79% 17.57% 1.274x
80 2013-02-28 … 2018-02-28 51.10% 16.21% 1.300x
81 2013-03-28 … 2018-02-28 49.97% 15.81% 1.295x
82 2013-04-30 … 2018-04-30 46.42% 14.25% 1.282x
83 2013-05-31 … 2018-05-31 38.29% 14.57% 1.207x
84 2013-06-28 … 2018-05-31 41.39% 14.97% 1.230x
85 2013-07-31 … 2018-07-31 40.42% 14.83% 1.223x
86 2013-08-30 … 2018-07-31 41.74% 15.59% 1.226x
87 2013-09-30 … 2018-09-28 41.90% 15.84% 1.225x
88 2013-10-31 … 2018-10-31 32.64% 12.89% 1.175x
89 2013-11-29 … 2018-10-31 32.71% 12.60% 1.179x
90 2013-12-31 … 2018-12-31 31.14% 9.93% 1.193x
91 2014-01-31 … 2019-01-31 31.93% 12.37% 1.174x
92 2014-02-28 … 2019-02-28 29.55% 12.38% 1.153x
93 2014-03-31 … 2019-03-29 31.80% 12.76% 1.169x
94 2014-04-30 … 2019-04-30 33.60% 13.73% 1.175x
95 2014-05-30 … 2019-04-30 33.45% 13.54% 1.175x
96 2014-06-30 … 2019-06-28 34.76% 12.81% 1.195x
97 2014-07-31 … 2019-07-31 36.30% 13.30% 1.203x
98 2014-08-29 … 2019-07-31 36.21% 12.80% 1.208x
99 2014-09-30 … 2019-09-30 38.37% 12.70% 1.228x
100 2014-10-31 … 2019-10-31 38.87% 12.91% 1.230x
101 2014-11-28 … 2019-10-31 38.64% 12.60% 1.231x
102 2014-12-31 … 2019-12-31 40.79% 14.16% 1.233x
103 2015-01-30 … 2019-12-31 40.50% 14.85% 1.223x
104 2015-02-27 … 2020-01-31 39.82% 14.04% 1.226x
105 2015-03-31 … 2020-03-31 38.37% 8.56% 1.275x
106 2015-04-30 … 2020-04-30 42.71% 11.65% 1.278x
107 2015-05-29 … 2020-05-29 41.04% 12.61% 1.252x
108 2015-06-30 … 2020-06-30 40.90% 13.64% 1.240x
109 2015-07-31 … 2020-07-31 42.70% 14.60% 1.245x
110 2015-08-31 … 2020-08-31 48.21% 18.07% 1.255x
111 2015-09-30 … 2020-09-30 47.51% 17.05% 1.260x
112 2015-10-30 … 2020-10-30 43.03% 14.60% 1.248x
113 2015-11-30 … 2020-11-30 53.53% 17.43% 1.307x
114 2015-12-31 … 2020-12-31 55.22% 18.65% 1.308x
115 2016-01-29 … 2021-01-29 90.30% 19.26% 1.596x
116 2016-02-29 … 2021-02-26 85.32% 19.79% 1.547x
117 2016-03-31 … 2021-03-31 86.83% 19.42% 1.565x
118 2016-04-29 … 2021-03-31 88.69% 19.66% 1.577x
119 2016-05-31 … 2021-05-28 86.57% 20.42% 1.549x
120 2016-06-30 … 2021-06-30 85.71% 21.06% 1.534x
121 2016-07-29 … 2021-06-30 83.69% 20.63% 1.523x
122 2016-08-31 … 2021-08-31 84.67% 21.75% 1.517x
123 2016-09-30 … 2021-09-30 79.91% 20.22% 1.497x
124 2016-10-31 … 2021-10-29 85.67% 22.50% 1.516x
125 2016-11-30 … 2021-11-30 83.97% 21.87% 1.510x
126 2016-12-30 … 2021-11-30 84.62% 21.75% 1.516x
127 2017-01-31 … 2022-01-31 74.32% 20.17% 1.451x
128 2017-02-28 … 2022-02-28 72.75% 18.51% 1.458x
129 2017-03-31 … 2022-03-31 76.07% 19.46% 1.474x
130 2017-04-28 … 2022-03-31 77.69% 19.46% 1.487x
131 2017-05-31 … 2022-05-31 73.11% 15.59% 1.498x
132 2017-06-30 … 2022-06-30 72.43% 13.08% 1.525x
133 2017-07-31 … 2022-07-29 71.39% 15.16% 1.488x
134 2017-08-31 … 2022-08-31 68.01% 13.72% 1.477x
135 2017-09-29 … 2022-08-31 67.70% 13.56% 1.477x
136 2017-10-31 … 2022-10-31 61.60% 11.86% 1.445x
137 2017-11-30 … 2022-11-30 61.34% 12.52% 1.434x
138 2017-12-29 … 2022-11-30 62.44% 12.46% 1.444x
139 2018-01-31 … 2023-01-31 55.98% 11.01% 1.405x
140 2018-02-28 … 2023-02-28 53.60% 11.03% 1.383x
141 2018-03-29 … 2023-02-28 54.25% 11.72% 1.381x
142 2018-04-30 … 2023-04-28 52.53% 13.01% 1.350x
143 2018-05-31 … 2023-05-31 54.83% 12.95% 1.371x
144 2018-06-29 … 2023-05-31 53.81% 13.01% 1.361x
145 2018-07-31 … 2023-07-31 59.03% 14.67% 1.387x
146 2018-08-31 … 2023-08-31 56.24% 13.51% 1.376x
147 2018-09-28 … 2023-08-31 55.94% 13.56% 1.373x
148 2018-10-31 … 2023-10-31 56.38% 12.60% 1.389x
149 2018-11-30 … 2023-11-30 58.09% 14.58% 1.380x
150 2018-12-31 … 2023-12-29 64.99% 17.26% 1.407x
151 2019-01-31 … 2024-01-31 65.42% 16.27% 1.423x
152 2019-02-28 … 2024-01-31 65.35% 15.94% 1.426x
153 2019-03-29 … 2024-03-28 77.47% 17.50% 1.510x
154 2019-04-30 … 2024-04-30 74.79% 15.50% 1.513x
155 2019-05-31 … 2024-05-31 77.08% 18.12% 1.499x
156 2019-06-28 … 2024-06-28 74.82% 17.99% 1.482x
157 2019-07-31 … 2024-07-31 70.36% 17.70% 1.447x
158 2019-08-30 … 2024-08-30 69.08% 18.41% 1.428x
159 2019-09-30 … 2024-09-30 72.14% 18.65% 1.451x
160 2019-10-31 … 2024-10-31 73.05% 17.87% 1.468x
161 2019-11-29 … 2024-11-29 77.39% 18.64% 1.495x
162 2019-12-31 … 2024-12-31 69.67% 17.62% 1.443x
163 2020-01-31 … 2025-01-31 75.16% 18.07% 1.484x
164 2020-02-28 … 2025-02-28 71.94% 19.00% 1.445x
165 2020-03-31 … 2025-03-31 69.49% 19.24% 1.421x
166 2020-04-30 … 2025-04-30 65.14% 16.49% 1.418x
167 2020-05-29 … 2025-04-30 65.15% 15.80% 1.426x
168 2020-06-30 … 2025-06-30 62.92% 18.19% 1.378x
169 2020-07-31 … 2025-07-31 61.81% 17.87% 1.373x
170 2020-08-31 … 2025-08-29 60.75% 16.69% 1.378x
171 2020-09-30 … 2025-09-30 65.75% 18.57% 1.398x
172 2020-10-30 … 2025-09-30 69.24% 19.43% 1.417x
173 2020-11-30 … 2025-11-28 59.23% 17.77% 1.352x
174 2020-12-31 … 2025-12-31 61.96% 16.92% 1.385x
175 2021-01-29 … 2025-12-31 39.55% 17.20% 1.191x
176 2021-02-26 … 2026-01-30 46.74% 17.04% 1.254x
177 2021-03-31 … 2026-03-31 44.82% 14.07% 1.270x
178 2021-04-30 … 2026-04-30 45.17% 16.03% 1.251x
179 2021-05-28 … 2026-04-30 45.07% 16.22% 1.248x
Notes
mode=exploit; family=regime-momentum-quality-value. Auto (mutate); variant=1083.
Lesson notes
#98 · degrade · relative_return Δ -0.1397 · parent exp_758 · Jul 19, 2026 · auto/exploit; benchmark CAPW_UNIV
exploit/regime-momentum-quality-value: relative_return 1.2860x (delta -0.1397 vs exp_758); win-rate 100.0%, worst-window 1.062056, dispersion 20.0649%.
Monthly picks — top stocks selected each month (whole timeline)
timeline — 240 months · top 15 each
Month 123456789101112131415
2006-07-31 USB LH SLG JNJ KO BRK-B CPQ PEP CPB ES GL ATO DGX ETR NEE
2006-08-31 MNST MAY 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 UAA NVDA REGN ALB GRMN BMET
2006-12-29 MAY ICE ILMN AKAM ALGN ATI AT MTW NVDA DECK BMET LVS WST ALB CF
2007-01-31 MAY ICE ALGN AT AKAM BMET BKNG GT MGM KMX ALXN LVS MA 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 MGM DLX ATI BKNG MOS ALB TEX CE ANDV STLD TPL
2007-04-30 MAY GT CF BKNG ALGN ANDV MOS OI DLX INCY ICE CLF NRG TEX MGM
2007-05-31 MAY GT ALGN CF FSLR MA CLF ICE DECK DLX OI ANDV MOS AMZN ON
2007-06-29 MAY CF KMG GT ALGN MA FSLR DLX MOS OI DECK CLF ICE BKNG ALXN
2007-07-31 MAY CF KMG ALGN MA FSLR AMZN AL MOS GT DECK OI BKNG ALXN AXON
2007-08-31 ALGN CF KMG AMZN OI AL MA ISRG DECK MOS CMI AXON GME JEC ALXN
2007-09-28 CF KMG AMZN MOS OI GRMN AL MPWR NOV CMG ISRG BKNG GME CMI AXON
2007-10-31 CF MOS ISRG KMG MPWR NOV GRMN AL OI CMG GME AMZN WYNN BKNG DECK
2007-11-30 FSLR CF ISRG MOS BKNG DECK BBBY CMG AL GRMN JEC OI GME NOV AAPL
2007-12-31 CVG PENN JNJ CL PG MO KO AEE PEP CLX SO ED WEC ELV D
2008-01-31 MAY JNJ CVG CL PG MO SO ATO CLX KO DGX WEC LH ABT KMB
2008-02-29 MAY CVG JNJ PG CHD MO CL KO MEE ABT WMT KMB LMT PRGO SO
2008-03-31 MAY CVG PG MEE JNJ CL CHD KO KMB SWN HRL MO AFL ESV WMT
2008-04-30 MAY CVG MEE JNJ PG ESV CHD KO WMT SWN WEC KMB AWK GD BRK-B
2008-05-30 MOS FSLR CF MA MEE CLF ILMN ESV SWN BKNG PRGO HP RRC CNX FLS
2008-06-30 SW MEE MAY ESV TTWO SWN JNJ BAX BTUUQ FMC BCR MKC SO CHD FE
2008-07-31 SWN ESV BCR MAY MEE DF BTUUQ APOL ATGE CELG EW FDO FI JNJ HRS
2008-08-29 SWN MOS ESV CLF BCR CF FSLR MEE DF APOL ATGE BTUUQ CELG FI FDO
2008-09-30 SWN BCR DF FDO CELG APOL GIS ATGE FI ESV HRS HCBK CEPH BIG EDS
2008-10-31 WWY SWN GIS CHD CPB CLX ABT BCR ED CAG MKC DF LDOS BAX TECH
2008-11-28 GIS CHD CLX DLTR ABT MCD ED WMT KR SWN CPB CASY LDOS LH SJM
2008-12-31 ABT DLTR LDOS CHD MCD GIS CLX ED KR AON WMT BMY AJG LH CPB
2009-01-30 MCD ED ABT LDOS EW AMGN GIS DLTR CHD HET BMY WEC GILD AJG SWN
2009-02-27 HET ED LDOS EW PCG MCD XEL WEC ABT AMGN JNJ CHD HSY MKC GIS
2009-03-31 AZO ED HET EW PCG XEL MCD CHD NFLX WEC LDOS CPB DLTR JNJ BMY
2009-04-30 AZO NFLX ED HET MNST XEL BR MCD CLX PCG CHD SNPS NEE ROST WEC
2009-05-29 ORLY AZO HRL BKNG DLTR MCD ROST IBM HET DGX ED JNJ NEE CAG EW
2009-06-30 CAR AN FHN NFLX F ORLY PALM MBI MKTX TSCO DLTR TYL AZO TLAB BLDR
2009-07-31 CAR AN F BLDR PALM ORLY NFLX SWKS WBD FHN CMG ULTA MNST ASH FFIV
2009-08-31 CAR F PALM AN MU BKNG NFLX BLDR CMG ORLY WBD ASH VRTX SNDK SWKS
2009-09-30 CAR PALM BKNG SW GNW WBD MU SNDK MTG AAPL ASH WDC DISCA F SSP
2009-10-30 CAR GNW SW PALM BC BKNG KMG HIG SNDK F SSP 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 WFM BC F
2010-01-29 CAR SANM GNW GGP AMD UIS F SW THC SSP LULU BC STX UAL RCL
2010-02-26 CAR SANM GNW UIS UAL GGP ASH LVS F CLF INCY LULU DDS ACS FITB
2010-03-31 SANM CAR GNW UIS INCY MAC LYV UAL GGP MTG F CLF LVS SSP SMCI
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 VSTNQ AAL GGP WLL MTG DDS NFLX LULU LYV
2010-06-30 ETFC UST CVG CPB DLTR KMB CLX PG MCD AZO SO COR HRL ED GIS
2010-07-30 SW ETFC CVG UST AZO KMB HRL CPB CASY MO SO CLX DLTR MCD PG
2010-08-31 CPQ ETFC AZO CVG LUMN MCD CASY UST MO ED CPB CCU MRO KMB CLX
2010-09-30 ETFC NFLX AKAM FFIV NTAP UAL VSTNQ BKNG CCU LVS BBWI AAL VRTS CMI WLL
2010-10-29 ETFC UAL NFLX AAL LVS NTAP FFIV INCY BKNG WLL CMG MBI AKAM VRTS ACAS
2010-11-30 ETFC UAL LVS NFLX MBI AAL FFIV VRTS CMG BBWI BKNG WLL ACAS FTNT NTAP
2010-12-31 ETFC LVS NFLX VRTS MBI CMG ACAS FFIV URI WLL BKNG BBWI DECK CMI RCL
2011-01-31 ETFC MAY ACAS LVS URI VRTS WLL NFLX LULU FFIV IPGP DECK BBWI CMI DDS
2011-02-28 MAY ETFC URI LULU NFLX LVS ACAS IPGP HON VRTS DDS FTNT MRVL BBWI SWKS
2011-03-31 MAY ETFC IPGP URI VRTS WYNN LULU FTNT NFLX SWKS ACAS BBWI MRVL NOV MOS
2011-04-29 MAY IPGP ETFC LULU WYNN FTNT MU ANDV VRTS URI ULTA ACAS NFLX ECHO TMUS
2011-05-31 MAY IPGP ETFC FTNT LULU BKNG EP ACAS KLAC LYB MU WYNN URI ANDV GMCR
2011-06-30 MAY IPGP ETFC FTNT BKNG VRTS REGN EP ULTA ANF URI LULU DDS NFLX ACAS
2011-07-29 MAY IPGP LULU ULTA EP CTRA VRTS WCG ABMD COG REGN FTNT ANF GMCR NFLX
2011-08-31 MCD SO UST AZO ED KMB PG D GIS CAG AEP ABT K MDLZ CL
2011-09-30 UST SO MCD D ED KMB AZO PG GIS V DUK AEP AAPL BMY MO
2011-10-31 MCD D SO V AZO CVG UST ED AEP BMY MSFT DUK MO AAPL KMB
2011-11-30 V ED MA D AEP MCD MSFT MO ISRG BMY AMT AMGN SO DLTR ABT
2011-12-30 V MCD MA ED D MO MSFT ISRG AEP BMY AMT AMGN ABT SO PFE
2012-01-31 GNRC DPZ COG WCG VZ EP REGN MNST ULTA MA DLTR FAST TIN ABMD DG
2012-02-29 REGN STX URI WCG COG DPZ ULTA MNST HFC ABMD ADS TYL FAST CBS BIIB
2012-03-30 STX REGN DPZ BLDR MNST URI CF AAPL WCG HFC ULTA COG FAST V EQIX
2012-04-30 REGN BLDR DPZ AAPL MNST URI STX EQIX ULTA M V ISRG CF VRTS FICO
2012-05-31 REGN BLDR STX AAL AAPL MNST EQIX LULU ORLY ISRG URI EC BKNG V TJX
2012-06-29 REGN BLDR AAL AAPL MNST EQIX STX SHW TJX LEN DHI ROST GPS DLTR DAL
2012-07-31 LEN AAL STX BLDR REGN MNST EQIX SHW AAPL ROST DG PHM V ALGN GPS
2012-08-31 STX DHI PHM LEN REGN AAL GPS BLDR EQIX URI SHW LPX ALGN ROST AAPL
2012-09-28 PHM STX DHI BLDR LPX LEN REGN ANDV GPS LYB ALGN KBH EQIX URI SHW
2012-10-31 PHM BLDR DHI KBH LEN REGN LPX BBBY STX EQIX WHR ANDV LYB STZ GNRC
2012-11-30 BLDR PHM KBH BBBY LEN LPX DHI WHR AAL REGN STZ GNRC ANDV ALL STX
2012-12-31 REGN PHM BBBY LPX WHR BLDR KBH SW AAL ANDV EXPE LEN DDS GNRC GILD
2013-01-31 PHM LPX BLDR BBBY KBH WHR ANDV OMX THC LEN DDS AXON SW EXPE DXC
2013-02-28 OMX LPX NFLX PHM VRTS GNRC AXON BBBY THC APO BLDR MPC EXPE KBH GILD
2013-03-28 OMX NFLX KKR LPX VRTS KBH THC PHM ANDV BBBY MPC CTRA CPAY APO GNRC
2013-04-30 OMX FNMA FMCC KKR NFLX THC MTG VRTS ANDV KBH CAR APO HRB LPX STZ
2013-05-31 FNMA FMCC OMX FSLR NFLX KKR BBBY KBH MTG VRTS APO STZ THC ANDV GILD
2013-06-28 FNMA FMCC OMX BBBY TSLA KKR NFLX FSLR VRTS MTG CPAY SW MU GILD ANDV
2013-07-31 FNMA FMCC OMX TSLA BBBY MTG KKR GME FSLR SVU NFLX MU THC EA GNW
2013-08-30 OMX FNMA FMCC TSLA MTG BBBY SVU NFLX GME DAL BBY FSLR TRIP GNW FL
2013-09-30 OMX TSLA FNMA MTG FMCC NFLX BBBY SVU META MU GME BBY DAL AXON NXPI
2013-10-31 OMX TSLA FNMA FMCC MTG MU FANG META NXPI BBY DAL INCY FL TRIP AXON
2013-11-29 OMX FNMA FMCC MTG NFLX TSLA MU INCY BBY FL DAL META BX FANG AXON
2013-12-31 FNMA FMCC NFLX INCY TSLA MU META BBY FL BX MTG KATE FANG PHM DXCM
2014-01-31 FNMA FMCC INCY TSLA TKO MU PHM DXCM BX ILMN NFLX KATE MTG AXON META
2014-02-28 FNMA FMCC TSLA TKO ILMN AAL INCY PHM MU BX DXCM META FRX DAL MTG
2014-03-31 FNMA FMCC TSLA TKO ILMN RCL FRX DAL DXCM INCY META AAL FANG FSLR MU
2014-04-30 FMCC FNMA TSLA TKO RCL FRX MU FANG DAL ILMN AAL URI INCY DXCM NXPI
2014-05-30 META FRX DAL FMCC MU FANG TSLA AAL ILMN FNMA NXPI URI SMCI SWKS INCY
2014-06-30 META FMCC FNMA AAL FRX FANG DAL ILMN URI SWKS MU TPL LUV SMCI CAR
2014-07-31 META FMCC MU FANG FNMA FRX SWKS TPL NBR TRGP SMCI URI NFX DAL CAR
2014-08-29 FMCC FNMA LUV MU SWKS CAR DAL URI TPL FANG TRGP RCL AAL NXPI NFX
2014-09-30 TPL SWKS LUV FMCC FNMA GILD ENPH CAR SMCI RCL URI MU NXPI TRGP ILMN
2014-10-31 MMI PANW SWKS ENPH SMCI LUV TPL MU RCL AVGO META GILD ILMN NXPI GMCR
2014-11-28 MMI SWKS PANW LUV SMCI EW RCL MNST NXPI ILMN META AVGO ENPH LRCX EA
2014-12-31 SWKS LUV PANW SBUX EW MMI SMCI EA AXON ENPH RCL MNST UAL GMCR AAL
2015-01-30 SWKS SBUX PANW AXON LUV MMI EW EA MNST KR CNC BBWI ENPH RCL AVGO
2015-02-27 SWKS SBUX EA PANW LUV SMCI MMI CNC EW MNST KR ANDV AAPL BBWI ALK
2015-03-31 SWKS SBUX CNC PANW EA SMCI MNST AVGO MMI ANDV INCY EPAM MOH HSP LUV
2015-04-30 SBUX SWKS PAYC PANW EA CNC MMI MNST DXCM AVGO HSP KMG INCY EPAM ABMD
2015-05-29 SBUX AXON SWKS PAYC BLDR INCY PANW DXCM KMG MMI HSP AVGO MNST ABMD CNC
2015-06-30 SWKS BTUUQ PAYC AXON PANW CNC SBUX AVGO BLDR INCY DXCM MMI ABMD HSP EA
2015-07-31 BLDR PAYC AXON BTUUQ PANW SBUX CNC DXCM INCY MNST ABMD MMI EPAM EA COTY
2015-08-31 GILD GE V EBAY MA MCO CCI CVG MO PSA HAS NVR AMT ED ABMD
2015-09-30 V GE EBAY MA GILD PSA CVG MCO ED UST MO CCI AMT SPG ACGL
2015-10-30 V GE MA GILD MO CVG PSA UST CCI BKNG SPG AMT ED ATO ACGL
2015-11-30 FIX CZR ABMD NFLX AMZN BLDR TYL GPN AYI ATVI GE EXPE DXCM CVC TKO
2015-12-31 GE V GILD MA ABMD PSA MO CCI ATVI GOOGL META MCD JKHY HRL CVG
2016-01-29 GE V MCD GILD PSA KLAC MO MA ISRG ABMD CVG GOOGL HRL UST DHR
2016-02-29 GE SPG GILD V KLAC MCD ISRG MO ED VZ T PSA UST MA CCI
2016-03-31 CZR ABMD TSN EBAY MAT GE NVDA HRL GDDY MKTX KLAC ANF ATVI TTWO FSLR
2016-04-29 TSN ABMD EBAY CZR GE NVDA HRL AMD EW META MKTX DLR EVRG CPB TTWO
2016-05-31 AMD CZR NVDA ABMD WB META EW TSN EVRG MTW DLR ULTA CLF MKTX MDR
2016-06-30 NVDA CLF AMD CZR DXC ABMD EVRG MDR WB AWK OKE DLR X MKTX ALB
2016-07-29 CLF AMD NVDA WB NEM DXC X CZR DLR ABMD PAYC MDR WOR ALB AWK
2016-08-31 AMD WB SPGI NVDA CLF X NEM DHR MDR DXC JOY WPX ALB ABMD MKTX
2016-09-30 WB AMD SPGI X NVDA CLF DHR NEM JOY WPX LITE AMAT CNX MDR NAV
2016-10-31 AMD WB X NVDA SPGI LITE CNX WPX DXC DHR JOY NAV AMAT TPL MDR
2016-11-30 AMD X CLF WB NVDA SPGI CNX TPL DHR WPX LITE NAV JOY OKE NEM
2016-12-30 CLF X AMD NVDA FMCC FNMA SPGI WB TPL CNX WPX OKE NAV TRGP NBR
2017-01-31 AMD CLF X NVDA FMCC FNMA TPL TRGP SPGI WB NBR FCX WPX URI NAV
2017-02-28 AMD CLF X NVDA WB SPGI FNMA URI TPL FMCC NAV NBR WPX CSX 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 STX SLM DXC IDXX CSX WDC LITE
2017-05-31 AMD KMG NVDA X XYZ WB KHC ANET CSX MU LRCX IDXX NAV WDC STX
2017-06-30 NVDA XYZ WB ANET LITE CSX TTWO X KHC AMAT ADSK KMG LRCX VEEV NAV
2017-07-31 NVDA XYZ ANET MU WB LITE ALGN TTWO KHC KMG LRCX ZBRA VRTX PAYC IDXX
2017-08-31 NVDA XYZ NRG TTWO WB ALGN VRTX MU ANET BA LRCX TPL IPGP RCL KMG
2017-09-29 NVDA XYZ TTWO WB IPGP NRG ANET MU ALGN TTD BA LRCX VRTX NCC SEDG
2017-10-31 NVDA XYZ BBBY TTD SEDG TTWO MU NRG ALGN MTW ANET WB LRCX IPGP CZR
2017-11-30 BBBY XYZ SEDG ENPH ALGN ANET NRG IPGP NVDA MCHP MU TTWO NVR LRCX TTD
2017-12-29 BBBY ENPH SEDG XYZ ANET WB ALGN NCC NRG IPGP MCHP TTWO FTNT TWTR FSLR
2018-01-31 BBBY ANET SEDG XYZ ALGN PENN WB CZR NKTR MCHP TWTR TTWO FTNT FSLR MTCH
2018-02-28 NKTR BBBY XYZ SEDG ANET ALGN NVDA ENPH WB EC MTCH TWTR MCHP FTNT CZR
2018-03-29 NKTR SEDG BBBY ENPH NCC XYZ MTCH ETSY MAY FSLR EC ANET WB NVDA TWTR
2018-04-30 CCI NKTR V SPG MA HET KDP BKNG ADBE AMGN SPGI PANW YUM EXR INTU
2018-05-31 NKTR ENPH SEDG CVNA EC ETSY AXON HET TKO MU MRVL MTCH THC CCI TPL
2018-06-29 ENPH NKTR TKO HET AXON MU SEDG XYZ ETSY NFLX TPL THC CCI EC ALGN
2018-07-31 ENPH TKO HET ETSY AXON NKTR CVNA THC CCI SEDG XYZ ANF MU TTD TPL
2018-08-31 ENPH HET TKO CVNA AXON ETSY XYZ CCI TTD LULU THC SVU EC ABMD DXCM
2018-09-28 HET CVNA TKO TTD XYZ DXCM AMD AXON ETSY CCI ENPH LULU ABMD FTNT UIS
2018-10-31 CCI HET EXR DXCM SPG MKC EVHC ABMD TKO V YUM KDP TJX HCA MRK
2018-11-30 CCI HET EXR MKC SPG MRK KMG ESRX KDP YUM HCA O PFE MCD SAF
2018-12-31 CCI HET EXR AET UST MRK YUM MKC KDP MCD SPG ESRX VRT CME DUK
2019-01-31 CCI HET EXR UST SPG RHT O YUM MCD ERIE EXC DOC DUK CNP ES
2019-02-28 HET CCI ENPH EOG TTD ETSY DXCM FNMA RHT FMCC TKO CIEN CMG AMD KEYS
2019-03-29 HET TTD CCI ENPH FNMA FMCC ETSY FTNT JNJ RHT TKO CMG AMD AVGO SSP
2019-04-30 HET TTD CCI ENPH CVNA FMCC AMD FNMA ETSY SNPS ANF VEEV TKO AVP FTNT
2019-05-31 CCI EXR HET VRT ERIE SAF PEP SBUX HSY UST MDLZ V WRB ECL YUM
2019-06-28 HET ENPH CCI FNMA FMCC AVP TTD VEEV ERIE SNPS PAYC AMD MTCH BALL CVNA
2019-07-31 HET ENPH CCI TTD AVP VEEV ERIE PAYC MTCH MKTX BALL CDNS CVNA FICO SBUX
2019-08-30 HET ENPH CCI AVP MKTX SBUX SEDG BALL NCC MTCH ERIE TTD SBAC HSY CMG
2019-09-30 HET ENPH CCI SEDG CSCO AVP NCC MKTX FNMA FMCC PODD BALL TER HSY GNRC
2019-10-31 HET ENPH CCI AVP CSCO SEDG FNMA FMCC PODD GNRC BLDR KLAC KBH TER LRCX
2019-11-29 HET ENPH AVP CCI CSCO SEDG NCC FNMA CVNA GNRC BLDR PODD KLAC FMCC TER
2019-12-31 HET ENPH XRX CCI CVNA AVP BLDR THC SEDG PODD MCHP FNMA TER QRVO LRCX
2020-01-31 HET ENPH CCI TSLA XRX CVNA PODD SEDG AVP MCHP LLY BLDR GNRC AAPL QRVO
2020-02-28 CCI HET EXR TE SAF UST TYL JNJ PEP KO DGX KMB AON RMD FII
2020-03-31 CCI EXR TE DVN UST AMT NCC GEN BMY KR TYL DXCM VZ REGN CLX
2020-04-30 CCI EXR DVN UST TE AMT GEN NCC REGN BMY DXCM KR VZ CLX AMZN
2020-05-29 CCI DVN EXR AMT TE UST GEN NCC REGN DXCM CLX EBAY BMY WST BIO
2020-06-30 CCI AMT UST TE EBAY CLX DG GIS ABBV TSLA REGN MSFT K EXR AAPL
2020-07-31 MRNA BBBY TSLA DXCM NVDA CCI SEDG REGN CVNA NEM ETSY ENPH AMD WST AAPL
2020-08-31 BBBY TSLA MRNA ENPH AMD NVDA ETSY CCI DXCM CVNA SEDG RRC AAPL REGN XYZ
2020-09-30 BBBY TSLA ENPH PENN CVNA MRNA AMD SEDG NVDA XYZ DDOG TTD CCI ETSY TUP
2020-10-30 BBBY TSLA ENPH PENN TUP MRNA SEDG DDOG CVNA XYZ ETSY CRWD NVDA TTD AMD
2020-11-30 BBBY TSLA ENPH MRNA TUP SEDG GME NOW CCI ETSY TTD XYZ PENN CVNA GNRC
2020-12-31 BBBY TSLA MRNA ENPH TUP GME ETSY PENN NOW XYZ CCI TTD SEDG CRWD CVNA
2021-01-29 GME ENPH BBBY TSLA MRNA ETSY CCI TUP CRWD NOW SEDG PENN CVNA TTD XYZ
2021-02-26 GME CCI NOW TUP MRNA BBBY ENPH DVN VIAC CPRI PENN ETSY CPB TPR TSLA
2021-03-31 GME TUP BBBY PENN NBR MRNA ETSY VIAC CCI CZR TSLA ENPH CPRI FCX AM
2021-04-30 GME TUP NBR VIAC PENN BBWI CAR CRM CLF BBBY QEP MRNA TPL CZR TSLA
2021-05-28 GME TUP CRM CAR DDS FCX BBWI CCI TPL XEC IVZ BBBY CLF MTW GPS
2021-06-30 GME DDS ANF BBWI CAR MRNA RRC TUP XEC TPL THC TDC BBBY KSS BX
2021-07-30 GME DDS RRD MRNA NUE ANF CAR BX BBWI CLF MBI TPL MDP NAVI STLD
2021-08-31 GME DDS MRNA KKR RRD CLF MDP BX NUE NAVI XEC SBNY CPRI BBWI CAR
2021-09-30 GME MRNA DDS KKR RRD JWN RRC MRO MDP M CAR DVN BX TRGP IT
2021-10-29 GME MRNA DDS KKR RRC RRD MRO DVN CAR JWN M MUR FANG MDP TRGP
2021-11-30 GME CAR DDS RRD BX MRO DVN RRC TSLA MDP WFC JWN MRNA M NVDA
2021-12-31 GME CAR RRD DDS BX MRO DVN MRNA JWN ON NVDA WFC BLDR M TSLA
2022-01-31 EXR AMT RRD CCI ABX ABBV MO MCD EXC PEP HSY FE PPL GILD PLD
2022-02-28 EXR AMT RRD ABX ABBV CCI MCK MCD EXC MO COR GD HSY CVX TRGP
2022-03-31 AMT EXR CCI RRD ABBV ABX TRGP MCK EXC BMY REGN COR SRE ED KO
2022-04-29 AMT EXR CCI ABX BMY MCK ABBV REGN KO VRTX HSY SRE EXC ED TRGP
2022-05-31 AMT CCI EXR ABX FHN BMY ED AMGN ABBV MRK EXC JNJ WRB NI REGN
2022-06-30 AMT CCI EXR ABX BMY FHN AMGN ED ABBV JNJ MCK D WRB ATO GILD
2022-07-29 AMT CCI EXR ABX AMGN BMY FHN JNJ ABBV MCK MCD ED MRK GILD ATO
2022-08-31 AMT CCI EXR ABX AMGN MCK FHN CPB KO MCD PEP GIS ABBV HSY LW
2022-09-30 AMT CCI EXR ABX FHN VRTX HSY ERIE GIS MCK V KO AMGN SJM MCD
2022-10-31 AMT CCI EXR ABX FHN TKO HSY CI MCK V LW SJM JNJ GIS ERIE
2022-11-30 T CF OXY FSLR TPL SMCI DVN HP FTI HES UNM ATI COP APA ODP
2022-12-30 FSLR SMCI FTI OXY T TPL HES HP APA ODP MPC COP CF MUR ATI
2023-01-31 UCL T HES FSLR FTI TPL SMCI ODP STLD CEG MPC FLR ATI UNM ENPH
2023-02-28 UCL T FSLR FTI HES ODP SMCI STLD ASO FLR DYN OI CEG MPC VLO
2023-03-31 UCL SMCI FSLR VLO FTI HES OI TEX AXON FIX LW PSX GNW STLD MTW
2023-04-28 UCL FSLR SMCI AXON FICO VLO FTI NVDA ASO LVS HES GE META COTY WYNN
2023-05-31 EXR AMT CCI V ABX LW MCD PHM MO VRTX HSY KO PEP GIS BKNG
2023-06-30 SMCI NVDA H CVNA FSLR UCL RCL VRT BLDR NFLX PLTR META GE BKNG AVGO
2023-07-31 SMCI H NVDA RCL CVNA VRT BLDR META PLTR UCL CCL FTI ANF AVGO TTD
2023-08-31 SMCI UCL CVNA NVDA VRT PLTR ANF BLDR RCL APP PHM AVGO META FTI KBH
2023-09-29 EXR CCI AMT V MO MA MCD MRSH JPM CSCO EMR BRK-B VRSK SPG L
2023-10-31 EXR CCI AMT V CSCO CBOE AFL VRTX CME MRSH ROP L LIN BRK-B JPM
2023-11-30 CVNA VRT ANF APP SMCI META NVDA COIN DAL FNMA PLTR EXR FTI DELL GPS
2023-12-29 CVNA COIN ANF VRT APP FNMA SMCI GPS NVDA EXR PLTR CRWD FMCC META DAL
2024-01-31 CVNA ANF SMCI VRT FNMA APP COIN CRWD EXR FMCC NVDA DAL META ANET DELL
2024-02-29 SMCI CVNA ANF GE VRT FNMA APP ADCT COIN CRWD NVDA FMCC EXR META DYN
2024-03-28 SMCI CVNA ADCT ANF VRT GE COIN FNMA APP DYN NVDA FMCC EXR PLTR VST
2024-04-30 CVNA SMCI ANF ADCT VRT COIN GE DYN APP EXR FNMA NVDA VST FMCC WSM
2024-05-31 CVNA ANF VRT SMCI VST ADCT FNMA FMCC COIN APP NVDA DELL DYN GPS WSM
2024-06-28 ANF CVNA VST SMCI VRT DYN APP NVDA FMCC FNMA GPS COIN DELL CEG HOOD
2024-07-31 ANF CVNA NVDA VST DYN VRT APP FNMA FMCC DELL COIN EXR SMCI GPS WSM
2024-08-30 DYN LUMN ANF NVDA CVNA VST COIN PBI EXR THC CCI NRG ADCT GDDY KKR
2024-09-30 LUMN DYN CVNA NVDA ANF VST APP EXR PBI THC ADCT CCI COHR KKR NRG
2024-10-31 LUMN CVNA DYN APP NVDA VST ADCT EXR COHR THC CCI PLTR KKR CEG ANF
2024-11-29 CVNA LUMN APP VST WYNN PLTR TPL CCI HOOD ADCT NVDA COHR AXON FMCC VRT
2024-12-31 APP LUMN PLTR CVNA FMCC VST FNMA WYNN TPL HOOD CCI AXON UAL NVDA VRT
2025-01-31 APP PLTR FMCC CVNA FNMA LUMN HOOD VST WYNN UAL AXON CCI TPL TSLA IBKR
2025-02-28 APP FMCC FNMA PLTR HOOD CVNA WYNN VST UAL TPL LUMN CCI ALK PBI ECHO
2025-03-31 EXR CCI AMT CA VRSN BRO V FOX MO EVRG AON FOXA RSG CME CAH
2025-04-30 EXR CCI AMT CA CNP MO VRSN CME ATO WEC EVRG COR EXC PNW MCK
2025-05-30 CCI EXR AMT CA PM CNP MO CME RSG BUD CAH MNST ATO VRSN WEC
2025-06-30 FNMA FMCC PLTR HOOD APP GILD GEV LUMN CVNA CCI LB HWM AXON NRG UBER
2025-07-31 FNMA HOOD FMCC PLTR APP GEV GILD CCI CVNA NRG AXON UBER TPR CAR VST
2025-08-29 FNMA HOOD FMCC PLTR APP GEV UCL CVNA CAR FIX CCI LITE VST TPR ECHO
2025-09-30 FNMA FMCC HOOD APP PLTR ECHO STX LITE WDC GEV FIX UCL CCI AVGO CVNA
2025-10-31 FMCC FNMA HOOD APP ECHO LITE MU PLTR WDC STX TE CIEN WBD SEDG FIX
2025-11-28 HOOD ECHO LITE MU WDC STX CIEN TE FNMA NKTR FMCC WBD PLTR AVGO SEDG
2025-12-31 LITE ECHO WDC TE MU GILD STX HOOD CIEN NKTR FNMA WBD FMCC NEM SEDG
2026-01-30 TE LITE ECHO WDC MU GILD STX CIEN WBD SSP LRCX NEM NKTR CCI INTC
2026-02-27 LITE TE WDC MU STX CIEN GILD ECHO COHR LRCX FIX WBD SSP VIAV TER
2026-03-31 CCI EXR AMT ABI PCS CAM CA EA WBD JNJ BHF UST ATO FE L
2026-04-30 LITE WDC CIEN MU STX ECHO VIAV COHR GILD TER FIX NBR SEDG SSP ALB
2026-05-29 LITE WDC MU CIEN STX VIAV ECHO INTC TE GILD COHR TER AMD NBR FIX
2026-06-26 MU WDC LITE STX TE CIEN INTC VIAV DELL TER AMD COHR GLW MRVL LRCX
Scoring script (python)
# Auto-generated (mutate) variant 1083 — regime-momentum-quality-value sweep point.
FORMULA_NAME = "regime-momentum-quality-value (mutate v1083)"
LOGIC_VARIANT_COUNT = 2
NOTES = "mode=exploit; family=regime-momentum-quality-value. Auto (mutate); variant=1083."

BULL = {"momentum_12_1_pct": (0.457, +1), "return_6m_pct": (0.251, +1), "eps_growth_pct": (0.19, +1),
        "free_cash_flow_margin_pct": (0.192, +1), "forward_pe": (0.101, -1), "peg": (0.076, -1)}
RISK_OFF = {"realized_vol_3m": (0.341, -1), "free_cash_flow_margin_pct": (0.192, +1),
            "operating_margin_pct": (0.10, +1), "forward_pe": (0.101, -1), "peg": (0.076, -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