exp_1085

regime-momentum-quality-value (mutate v1085)

← All V2 experiments
Relative return
1.290x
Excess vs bench
28.97%
Benchmark
CAPW_UNIV
Rolling windows
179 · monthly
Mean strategy gain
47.61%
Mean benchmark gain
14.08%
Mean excess gain
33.52%
Dispersion (ref)
21.41%
Win-rate vs bench (ref)
100.00%
Worst / best ratio (ref)
1.054x / 1.613x
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 21.94% 2.22% 1.193x
2011-07-01 … 2016-06-30 37.23% 13.74% 1.206x
2016-07-01 … 2021-06-30 86.27% 20.63% 1.544x
2021-07-01 … 2026-06-26 46.24% 15.48% 1.266x
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 1.290x · beat benchmark in 179/179
#WindowStrategyBenchmarkRatio
1 2006-07-31 … 2011-07-29 20.09% 1.79% 1.180x
2 2006-08-31 … 2011-08-31 17.27% 0.21% 1.170x
3 2006-09-29 … 2011-08-31 14.65% -0.14% 1.148x
4 2006-10-31 … 2011-10-31 13.44% 0.23% 1.132x
5 2006-11-30 … 2011-11-30 11.68% -0.05% 1.117x
6 2006-12-29 … 2011-11-30 11.61% -0.32% 1.120x
7 2007-01-31 … 2012-01-31 11.19% 0.93% 1.102x
8 2007-02-28 … 2012-01-31 10.10% 1.43% 1.086x
9 2007-03-30 … 2012-03-30 12.05% 3.09% 1.087x
10 2007-04-30 … 2012-04-30 12.03% 2.42% 1.094x
11 2007-05-31 … 2012-05-31 8.88% 0.60% 1.082x
12 2007-06-29 … 2012-06-29 7.47% 1.92% 1.054x
13 2007-07-31 … 2012-07-31 8.39% 2.69% 1.055x
14 2007-08-31 … 2012-08-31 9.69% 2.95% 1.066x
15 2007-09-28 … 2012-09-28 9.16% 3.20% 1.058x
16 2007-10-31 … 2012-10-31 9.86% 2.60% 1.071x
17 2007-11-30 … 2012-11-30 10.14% 3.45% 1.065x
18 2007-12-31 … 2012-12-31 10.34% 3.69% 1.064x
19 2008-01-31 … 2013-01-31 13.52% 5.85% 1.072x
20 2008-02-29 … 2013-02-28 13.08% 6.82% 1.059x
21 2008-03-31 … 2013-03-28 14.35% 7.73% 1.061x
22 2008-04-30 … 2013-04-30 15.73% 7.51% 1.077x
23 2008-05-30 … 2013-04-30 13.79% 7.81% 1.055x
24 2008-06-30 … 2013-06-28 19.09% 9.33% 1.089x
25 2008-07-31 … 2013-07-31 23.48% 10.48% 1.118x
26 2008-08-29 … 2013-07-31 23.70% 10.52% 1.119x
27 2008-09-30 … 2013-09-30 29.82% 11.48% 1.164x
28 2008-10-31 … 2013-10-31 37.56% 15.76% 1.188x
29 2008-11-28 … 2013-10-31 39.04% 17.46% 1.184x
30 2008-12-31 … 2013-12-31 42.08% 18.44% 1.200x
31 2009-01-30 … 2013-12-31 43.74% 20.64% 1.191x
32 2009-02-27 … 2014-01-31 46.76% 21.63% 1.207x
33 2009-03-31 … 2014-03-31 47.44% 20.60% 1.222x
34 2009-04-30 … 2014-04-30 45.51% 19.00% 1.223x
35 2009-05-29 … 2014-04-30 48.09% 18.32% 1.252x
36 2009-06-30 … 2014-06-30 49.75% 19.01% 1.258x
37 2009-07-31 … 2014-07-31 45.94% 17.39% 1.243x
38 2009-08-31 … 2014-08-29 45.59% 17.70% 1.237x
39 2009-09-30 … 2014-09-30 40.72% 16.64% 1.206x
40 2009-10-30 … 2014-09-30 44.08% 17.08% 1.231x
41 2009-11-30 … 2014-11-28 40.01% 16.82% 1.198x
42 2009-12-31 … 2014-12-31 38.48% 16.28% 1.191x
43 2010-01-29 … 2014-12-31 40.26% 17.23% 1.196x
44 2010-02-26 … 2015-01-30 38.85% 15.80% 1.199x
45 2010-03-31 … 2015-03-31 38.02% 15.40% 1.196x
46 2010-04-30 … 2015-04-30 35.36% 15.38% 1.173x
47 2010-05-28 … 2015-04-30 38.19% 17.09% 1.180x
48 2010-06-30 … 2015-06-30 43.85% 17.45% 1.225x
49 2010-07-30 … 2015-06-30 43.49% 16.43% 1.232x
50 2010-08-31 … 2015-08-31 39.33% 15.76% 1.204x
51 2010-09-30 … 2015-09-30 36.34% 13.61% 1.200x
52 2010-10-29 … 2015-09-30 35.56% 13.06% 1.199x
53 2010-11-30 … 2015-11-30 35.98% 15.09% 1.182x
54 2010-12-31 … 2015-12-31 34.69% 13.55% 1.186x
55 2011-01-31 … 2016-01-29 32.80% 11.90% 1.187x
56 2011-02-28 … 2016-01-29 32.94% 11.53% 1.192x
57 2011-03-31 … 2016-03-31 33.72% 12.90% 1.184x
58 2011-04-29 … 2016-04-29 32.32% 12.39% 1.177x
59 2011-05-31 … 2016-05-31 34.93% 12.94% 1.195x
60 2011-06-30 … 2016-06-30 35.57% 13.30% 1.197x
61 2011-07-29 … 2016-07-29 39.90% 14.52% 1.222x
62 2011-08-31 … 2016-08-31 41.63% 15.19% 1.229x
63 2011-09-30 … 2016-09-30 42.17% 16.32% 1.222x
64 2011-10-31 … 2016-10-31 40.54% 14.02% 1.233x
65 2011-11-30 … 2016-11-30 44.61% 14.66% 1.261x
66 2011-12-30 … 2016-12-30 44.73% 14.92% 1.259x
67 2012-01-31 … 2017-01-31 45.74% 14.63% 1.271x
68 2012-02-29 … 2017-02-28 45.16% 14.78% 1.265x
69 2012-03-30 … 2017-02-28 44.98% 14.43% 1.267x
70 2012-04-30 … 2017-04-28 41.43% 14.61% 1.234x
71 2012-05-31 … 2017-05-31 45.69% 15.98% 1.256x
72 2012-06-29 … 2017-05-31 46.49% 15.44% 1.269x
73 2012-07-31 … 2017-07-31 46.45% 15.43% 1.269x
74 2012-08-31 … 2017-08-31 46.86% 15.12% 1.276x
75 2012-09-28 … 2017-08-31 46.45% 14.77% 1.276x
76 2012-10-31 … 2017-10-31 51.53% 16.12% 1.305x
77 2012-11-30 … 2017-11-30 51.61% 16.79% 1.298x
78 2012-12-31 … 2017-12-29 50.45% 16.93% 1.287x
79 2013-01-31 … 2018-01-31 51.59% 17.57% 1.289x
80 2013-02-28 … 2018-02-28 52.25% 16.21% 1.310x
81 2013-03-28 … 2018-02-28 51.26% 15.81% 1.306x
82 2013-04-30 … 2018-04-30 46.10% 14.25% 1.279x
83 2013-05-31 … 2018-05-31 38.48% 14.57% 1.209x
84 2013-06-28 … 2018-05-31 41.66% 14.97% 1.232x
85 2013-07-31 … 2018-07-31 39.99% 14.83% 1.219x
86 2013-08-30 … 2018-07-31 41.18% 15.59% 1.221x
87 2013-09-30 … 2018-09-28 41.15% 15.84% 1.219x
88 2013-10-31 … 2018-10-31 32.63% 12.89% 1.175x
89 2013-11-29 … 2018-10-31 32.45% 12.60% 1.176x
90 2013-12-31 … 2018-12-31 30.91% 9.93% 1.191x
91 2014-01-31 … 2019-01-31 31.95% 12.37% 1.174x
92 2014-02-28 … 2019-02-28 29.51% 12.38% 1.152x
93 2014-03-31 … 2019-03-29 31.74% 12.76% 1.168x
94 2014-04-30 … 2019-04-30 33.60% 13.73% 1.175x
95 2014-05-30 … 2019-04-30 33.51% 13.54% 1.176x
96 2014-06-30 … 2019-06-28 34.59% 12.81% 1.193x
97 2014-07-31 … 2019-07-31 36.36% 13.30% 1.204x
98 2014-08-29 … 2019-07-31 36.37% 12.80% 1.209x
99 2014-09-30 … 2019-09-30 38.06% 12.70% 1.225x
100 2014-10-31 … 2019-10-31 38.50% 12.91% 1.227x
101 2014-11-28 … 2019-10-31 37.92% 12.60% 1.225x
102 2014-12-31 … 2019-12-31 40.19% 14.16% 1.228x
103 2015-01-30 … 2019-12-31 40.01% 14.85% 1.219x
104 2015-02-27 … 2020-01-31 39.50% 14.04% 1.223x
105 2015-03-31 … 2020-03-31 38.18% 8.56% 1.273x
106 2015-04-30 … 2020-04-30 42.75% 11.65% 1.279x
107 2015-05-29 … 2020-05-29 41.03% 12.61% 1.252x
108 2015-06-30 … 2020-06-30 41.10% 13.64% 1.242x
109 2015-07-31 … 2020-07-31 43.64% 14.60% 1.253x
110 2015-08-31 … 2020-08-31 49.11% 18.07% 1.263x
111 2015-09-30 … 2020-09-30 48.40% 17.05% 1.268x
112 2015-10-30 … 2020-10-30 43.78% 14.60% 1.255x
113 2015-11-30 … 2020-11-30 54.06% 17.43% 1.312x
114 2015-12-31 … 2020-12-31 55.21% 18.65% 1.308x
115 2016-01-29 … 2021-01-29 92.37% 19.26% 1.613x
116 2016-02-29 … 2021-02-26 87.44% 19.79% 1.565x
117 2016-03-31 … 2021-03-31 88.53% 19.42% 1.579x
118 2016-04-29 … 2021-03-31 90.19% 19.66% 1.589x
119 2016-05-31 … 2021-05-28 88.51% 20.42% 1.565x
120 2016-06-30 … 2021-06-30 88.03% 21.06% 1.553x
121 2016-07-29 … 2021-06-30 86.27% 20.63% 1.544x
122 2016-08-31 … 2021-08-31 88.04% 21.75% 1.545x
123 2016-09-30 … 2021-09-30 83.10% 20.22% 1.523x
124 2016-10-31 … 2021-10-29 89.60% 22.50% 1.548x
125 2016-11-30 … 2021-11-30 87.29% 21.87% 1.537x
126 2016-12-30 … 2021-11-30 87.92% 21.75% 1.543x
127 2017-01-31 … 2022-01-31 78.23% 20.17% 1.483x
128 2017-02-28 … 2022-02-28 76.91% 18.51% 1.493x
129 2017-03-31 … 2022-03-31 80.57% 19.46% 1.512x
130 2017-04-28 … 2022-03-31 82.39% 19.46% 1.527x
131 2017-05-31 … 2022-05-31 77.03% 15.59% 1.532x
132 2017-06-30 … 2022-06-30 76.38% 13.08% 1.560x
133 2017-07-31 … 2022-07-29 75.41% 15.16% 1.523x
134 2017-08-31 … 2022-08-31 72.21% 13.72% 1.514x
135 2017-09-29 … 2022-08-31 71.56% 13.56% 1.511x
136 2017-10-31 … 2022-10-31 64.42% 11.86% 1.470x
137 2017-11-30 … 2022-11-30 64.21% 12.52% 1.459x
138 2017-12-29 … 2022-11-30 65.14% 12.46% 1.468x
139 2018-01-31 … 2023-01-31 58.67% 11.01% 1.429x
140 2018-02-28 … 2023-02-28 56.87% 11.03% 1.413x
141 2018-03-29 … 2023-02-28 58.37% 11.72% 1.417x
142 2018-04-30 … 2023-04-28 57.16% 13.01% 1.391x
143 2018-05-31 … 2023-05-31 58.58% 12.95% 1.404x
144 2018-06-29 … 2023-05-31 57.94% 13.01% 1.398x
145 2018-07-31 … 2023-07-31 61.53% 14.67% 1.409x
146 2018-08-31 … 2023-08-31 58.90% 13.51% 1.400x
147 2018-09-28 … 2023-08-31 58.64% 13.56% 1.397x
148 2018-10-31 … 2023-10-31 58.85% 12.60% 1.411x
149 2018-11-30 … 2023-11-30 60.68% 14.58% 1.402x
150 2018-12-31 … 2023-12-29 67.31% 17.26% 1.427x
151 2019-01-31 … 2024-01-31 67.86% 16.27% 1.444x
152 2019-02-28 … 2024-01-31 67.81% 15.94% 1.447x
153 2019-03-29 … 2024-03-28 80.71% 17.50% 1.538x
154 2019-04-30 … 2024-04-30 78.05% 15.50% 1.542x
155 2019-05-31 … 2024-05-31 80.99% 18.12% 1.532x
156 2019-06-28 … 2024-06-28 78.20% 17.99% 1.510x
157 2019-07-31 … 2024-07-31 73.46% 17.70% 1.474x
158 2019-08-30 … 2024-08-30 71.90% 18.41% 1.452x
159 2019-09-30 … 2024-09-30 75.10% 18.65% 1.476x
160 2019-10-31 … 2024-10-31 75.68% 17.87% 1.490x
161 2019-11-29 … 2024-11-29 79.80% 18.64% 1.516x
162 2019-12-31 … 2024-12-31 71.60% 17.62% 1.459x
163 2020-01-31 … 2025-01-31 76.55% 18.07% 1.495x
164 2020-02-28 … 2025-02-28 73.17% 19.00% 1.455x
165 2020-03-31 … 2025-03-31 70.76% 19.24% 1.432x
166 2020-04-30 … 2025-04-30 66.15% 16.49% 1.426x
167 2020-05-29 … 2025-04-30 66.03% 15.80% 1.434x
168 2020-06-30 … 2025-06-30 63.73% 18.19% 1.385x
169 2020-07-31 … 2025-07-31 61.58% 17.87% 1.371x
170 2020-08-31 … 2025-08-29 60.58% 16.69% 1.376x
171 2020-09-30 … 2025-09-30 65.61% 18.57% 1.397x
172 2020-10-30 … 2025-09-30 69.21% 19.43% 1.417x
173 2020-11-30 … 2025-11-28 58.36% 17.77% 1.345x
174 2020-12-31 … 2025-12-31 60.67% 16.92% 1.374x
175 2021-01-29 … 2025-12-31 36.95% 17.20% 1.169x
176 2021-02-26 … 2026-01-30 43.47% 17.04% 1.226x
177 2021-03-31 … 2026-03-31 41.67% 14.07% 1.242x
178 2021-04-30 … 2026-04-30 41.97% 16.03% 1.224x
179 2021-05-28 … 2026-04-30 41.75% 16.22% 1.220x
Notes
mode=exploit; family=regime-momentum-quality-value. Auto (mutate); variant=1085.
Lesson notes
#100 · degrade · relative_return Δ -0.1361 · parent exp_758 · Jul 19, 2026 · auto/exploit; benchmark CAPW_UNIV
exploit/regime-momentum-quality-value: relative_return 1.2897x (delta -0.1361 vs exp_758); win-rate 100.0%, worst-window 1.054482, dispersion 21.4063%.
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 ESS GL CPQ ATO
2006-08-31 MNST ILMN AKAM MAY ATI ADM NUE EME STLD DECK SLG LVS TEX GRMN REGN
2006-09-29 MAY ILMN AKAM MNST LVS AAL AT EME BKNG ATI TEX MTW DLR DECK ADM
2006-10-31 MAY AKAM DECK MNST ILMN BKNG ATI AT LVS EME AAL NVDA BMET INCLF GRMN
2006-11-30 MAY ILMN ICE ATI AKAM DECK MTW AT ALGN UAA NVDA GRMN REGN BMET ALB
2006-12-29 MAY ICE ILMN AKAM ATI MTW AT ALGN NVDA LVS DECK BMET WST ALB EQIX
2007-01-31 MAY ICE AKAM AT BMET ALGN BKNG ALXN KMX LVS DECK ATI LVLT OMX MGM
2007-02-28 MAY ICE ALGN CF ATI MGM AKAM GT ALB AT BKNG DECK LVS KMX WYNN
2007-03-30 MAY CF GT ICE BKNG MGM ATI ALB MOS TEX DLX ALGN TPL DECK CE
2007-04-30 MAY GT CF BKNG ALGN MOS ANDV ICE INCY TEX OI DLX TPL CLF NRG
2007-05-31 MAY ALGN GT CF MA ICE DECK CLF DLX MOS OI ANDV AMZN ON FSLR
2007-06-29 MAY CF GT MA ALGN KMG DLX MOS FSLR DECK ICE OI CLF BKNG ALXN
2007-07-31 MAY CF KMG ALGN MA GT AMZN MOS AL FSLR BKNG DECK OI ALXN DLX
2007-08-31 ALGN CF KMG AMZN MA OI AL DECK ISRG MOS MAY CMI ICE ALXN AXON
2007-09-28 CF KMG AMZN MOS OI GRMN AL MPWR NOV BKNG GME ISRG CMG DLX CMI
2007-10-31 CF MOS ISRG KMG MPWR OI NOV AMZN GRMN GME WYNN AL BKNG CMG DECK
2007-11-30 FSLR CF ISRG MOS BBBY DECK BKNG CMG AL JEC OI GRMN MNST NOV GME
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 ESRX BRK-B
2008-02-29 MAY CVG JNJ MOS PG CHD MEE CL PRGO MO KO SWN WMT BRK-B EQT
2008-03-31 MAY MEE CVG PG CL SWN PRGO JNJ CHD ESV KO AFL HRL BTUUQ MO
2008-04-30 MEE MAY CVG ESV SWN JNJ PRGO WMT CHD BTUUQ PG KO WEC GD AFL
2008-05-30 FSLR MOS CF MA ILMN MEE CLF BKNG PRGO ISRG ESV SWN FLS RRC CNX
2008-06-30 MEE ESV SW SWN MAY BTUUQ TTWO 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 CF FSLR BCR MEE DF BTUUQ APOL ATGE CELG AMT FI
2008-09-30 SWN BCR DF FDO CELG APOL ATGE FI ESV HRS HCBK CEPH GIS BIG COG
2008-10-31 SWN WWY GIS CHD BCR CPB CLX DF ABT ED DLTR ROH LDOS 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 KR AON 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 ROH ABT SWN HSY
2009-03-31 AZO EW ED HET NFLX PCG XEL DLTR VTRS MCD CHD LDOS WEC MNST BMY
2009-04-30 NFLX AZO MNST AN BR HET ED ORLY XEL CLX ROST PCG ROH AAP EW
2009-05-29 ORLY AZO DLTR BKNG HRL NFLX ROST DGX EW MNST IBM MCD NEE HET PCG
2009-06-30 CAR AN FHN ORLY NFLX F MBI MKTX PALM TSCO DLTR AZO TYL TLAB MNST
2009-07-31 CAR AN F ORLY PALM NFLX BLDR FHN MNST WBD CMG ULTA FFIV SWKS ICE
2009-08-31 CAR F PALM AN MU BKNG NFLX ORLY CMG WBD VRTX BLDR SWKS SNDK DLTR
2009-09-30 CAR PALM BKNG SW WBD MU SNDK GNW AAPL AN WDC DISCA MRVL F TLAB
2009-10-30 CAR SW GNW PALM BC BKNG F KMG HIG SNDK DDS WSM AN SSP GGP
2009-11-30 CAR GNW KMG UIS SW DDS THC BC GGP ASH STX SSP SNDK DXCM PALM
2009-12-31 CAR GGP DDS SANM UIS SW LPX THC SSP KMG F AMD LULU GNW WFM
2010-01-29 CAR SANM GNW GGP UIS F AMD THC ASH STX LULU BC SSP SW DDS
2010-02-26 CAR GNW SANM UIS ASH LVS GGP F FITB SSP UAL LULU INCY DDS SW
2010-03-31 CAR SANM GNW UIS MAC INCY MTG LYV GGP LVS SSP F UAL DDR SLG
2010-04-30 GNW INCY SANM CAR UAL MTG GGP SSP LYV WLL DDS SMCI FITB ETFC SLG
2010-05-28 SSP UAL BC SANM INCY GGP ETFC VSTNQ WLL AAL DDS LULU MTG NFLX CAR
2010-06-30 ETFC UST DLTR CVG COR CPB AZO KMB MCD CLX PG SO KDP HRL MO
2010-07-30 SW ETFC CVG AZO UST DLTR CASY KMB MO CCU HRL SO CPB MCD CLX
2010-08-31 ETFC CPQ AZO CCU CASY MCD CVG LUMN ERIE UST MO EC ED CPB SO
2010-09-30 ETFC NFLX AKAM FFIV UAL NTAP VSTNQ BKNG BBWI AAL CCU LVS WLL INCY VRTS
2010-10-29 ETFC UAL NFLX AAL INCY LVS NTAP FFIV BKNG WLL MBI AKAM CMG BBWI VSTNQ
2010-11-30 ETFC UAL LVS MBI NFLX AAL FFIV CMG VRTS BBWI WLL NTAP ACAS URI BKNG
2010-12-31 ETFC NFLX LVS VRTS CMG MBI FFIV ACAS URI BBWI DECK WLL CMI BKNG AAL
2011-01-31 ETFC MAY ACAS LVS URI VRTS WLL NFLX LULU FFIV CMI DECK BBWI MBI DDS
2011-02-28 MAY ETFC URI NFLX LULU LVS HON ACAS VRTS IPGP DDS MRVL FTNT MRO BBWI
2011-03-31 MAY ETFC IPGP URI WYNN VRTS NFLX MRVL FTNT BBWI LULU SWKS ACAS MOS CMG
2011-04-29 MAY ETFC IPGP WYNN LULU MU FTNT VRTS URI ANDV NFLX ACAS ULTA ECHO MOS
2011-05-31 MAY IPGP ETFC FTNT BKNG LULU KLAC ACAS LYB MU URI EP WYNN ANDV VRTS
2011-06-30 MAY IPGP ETFC FTNT VRTS BKNG URI ANF REGN EP LULU DDS ACAS LYB KLAC
2011-07-29 MAY IPGP LULU EP ULTA FTNT ETFC ABMD VRTS WCG CTRA NFLX COG REGN GMCR
2011-08-31 MCD UST SO AZO ED D KMB PG AEP GIS AAPL CAG ABT HSY CL
2011-09-30 UST SO MCD D ED AZO V KMB AAPL BMY DUK AEP PG MO GIS
2011-10-31 MAY V MCD D SO AZO CVG UST ED BMY AEP AAPL DLTR MSFT INTC
2011-11-30 V MA ED D MCD ISRG MSFT AEP AMT MO BMY DLTR MAY AAPL AMGN
2011-12-30 V MA MCD ISRG ED D MO MSFT BMY AMT AEP MAY AMGN AAPL ABT
2012-01-31 DPZ GNRC COG VZ WCG EP ULTA MNST MA DLTR BIIB CTRA REGN ABMD FAST
2012-02-29 REGN STX COG WCG DPZ ULTA MNST URI ABMD HFC BIIB ADS EP TYL DLTR
2012-03-30 REGN STX DPZ MNST CF AAPL WCG ULTA COG V MA HFC FAST M ISRG
2012-04-30 REGN DPZ BLDR AAPL MNST STX ULTA URI M EQIX CF V ISRG VRTS DLTR
2012-05-31 REGN BLDR STX AAPL MNST ORLY LULU EQIX ISRG URI AAL V BKNG TJX EC
2012-06-29 REGN BLDR AAL AAPL MNST STX EQIX TJX SHW ROST DHI LEN DLTR GPS V
2012-07-31 AAL LEN STX BLDR REGN MNST SHW EQIX DG AAPL ROST DHI V PHM ALGN
2012-08-31 STX DHI PHM LEN REGN URI AAL EQIX BLDR GPS SHW ALGN ROST LPX AAPL
2012-09-28 PHM STX DHI BLDR LEN LPX URI REGN LYB GPS ALGN EQIX ANDV KBH SHW
2012-10-31 PHM BLDR DHI REGN LEN KBH STX LPX EQIX LYB URI WHR BBBY GPS SHW
2012-11-30 BLDR PHM KBH DHI AAL LEN REGN BBBY LPX WHR STZ STX GNRC ALL ANDV
2012-12-31 REGN PHM BLDR AAL WHR LPX KBH BBBY EXPE SW LEN ANDV DDS GILD OMX
2013-01-31 PHM LPX BLDR BBBY WHR KBH DDS LEN AXON ANDV EXPE OMX THC REGN MPC
2013-02-28 LPX OMX PHM VRTS BBBY AXON NFLX BLDR GNRC EXPE THC APO MPC LEN AAL
2013-03-28 KKR OMX LPX NFLX VRTS KBH PHM BBBY ANDV CTRA THC MPC GNRC APO CPAY
2013-04-30 OMX KKR FNMA FMCC NFLX ANDV KBH THC VRTS LPX CAR STZ MPC HRB MTG
2013-05-31 FNMA FMCC OMX FSLR NFLX KKR BBBY KBH VRTS MTG APO STZ THC ANDV PHM
2013-06-28 FNMA FMCC OMX BBBY KKR FSLR NFLX TSLA VRTS MTG CPAY SW ANDV GILD THC
2013-07-31 FNMA FMCC OMX TSLA BBBY KKR NFLX MTG FSLR GME SVU THC MU GNW CPAY
2013-08-30 OMX FNMA FMCC MTG TSLA BBBY SVU NFLX GME DAL FSLR GNW TRIP NXPI SW
2013-09-30 OMX TSLA NFLX MTG FNMA FMCC BBBY SVU MU NXPI GME DAL META BBY CPAY
2013-10-31 OMX TSLA FNMA FMCC MTG MU NFLX FANG NXPI META DAL BBY INCY TRIP FL
2013-11-29 OMX FNMA FMCC MTG TSLA NFLX BBY MU PHM FL BX DAL INCY FANG META
2013-12-31 FNMA FMCC NFLX TSLA INCY MU FL BBY BX PHM MTG FANG META KATE DAL
2014-01-31 FNMA FMCC INCY TSLA MU PHM BX TKO MTG DXCM ILMN NFLX KATE FANG AXON
2014-02-28 FNMA FMCC TSLA TKO ILMN PHM INCY AAL MU BX DXCM META MTG DAL FANG
2014-03-31 FNMA FMCC TSLA TKO RCL ILMN META INCY DXCM DAL FRX FANG MU AAL FSLR
2014-04-30 FMCC FNMA TSLA TKO RCL MU FANG FRX DAL ILMN DXCM INCY META AAL URI
2014-05-30 META DAL MU FRX FANG TSLA FMCC AAL ILMN INCY FNMA NXPI SMCI URI SWKS
2014-06-30 META FMCC FNMA DAL AAL FRX FANG URI ILMN MU SWKS LUV INCY TPL SMCI
2014-07-31 META FMCC MU FNMA FANG FRX SWKS SMCI TRGP DAL TPL ILMN NBR INCY URI
2014-08-29 FMCC FNMA LUV MU DAL SWKS CAR URI AAL RCL TPL FANG META NXPI TRGP
2014-09-30 FMCC FNMA TPL SWKS LUV CAR URI NXPI RCL ILMN GILD MU SMCI TRGP DAL
2014-10-31 MMI PANW SWKS SMCI LUV TPL ENPH MU RCL AVGO META NXPI URI GMCR GILD
2014-11-28 MMI SWKS PANW SMCI LUV RCL EW ILMN NXPI META AVGO ENPH MNST EA LRCX
2014-12-31 SWKS LUV SBUX PANW MMI EW SMCI EA AAL GMCR MNST RCL ENPH AVGO DAL
2015-01-30 SWKS SBUX PANW LUV MMI EW AXON EA KR AVGO ENPH CNC MNST RCL BBWI
2015-02-27 SBUX SWKS LUV MMI EA SMCI PANW CNC EW KR MNST AVGO ANDV AAPL IRM
2015-03-31 SBUX SWKS SMCI PANW CNC MNST EA MMI AVGO ANDV EPAM LUV HSP EW INCY
2015-04-30 SBUX SWKS PANW PAYC MMI CNC EA MNST AVGO DXCM EPAM INCY HSP KMG ABMD
2015-05-29 SBUX AXON PAYC SWKS BLDR PANW DXCM INCY KMG MNST MMI HSP ABMD AVGO CNC
2015-06-30 SWKS PAYC AXON PANW CNC AVGO SBUX INCY BTUUQ BLDR MMI DXCM PLD ABMD HSP
2015-07-31 BLDR PAYC AXON PANW CNC INCY SBUX DXCM BTUUQ MNST SWKS EA MMI ABMD EPAM
2015-08-31 GILD V EBAY MA GE MCO MO CCI HAS CVG PSA ABMD NVR SPG AMT
2015-09-30 V GILD MA EBAY GE PSA MCO CVG MO ED SPG UST AMT ACGL CCI
2015-10-30 V MA GILD GE MO PSA CVG BKNG SPG AMT ABMD CCI UST ED ATO
2015-11-30 CZR FIX NFLX ABMD AMZN BLDR TYL GPN AYI EXPE DXCM ATVI TKO SBUX EA
2015-12-31 GE V GILD ABMD MA PSA ATVI GOOGL MO META MCD CCI HRL JKHY AMT
2016-01-29 GE V MCD GILD PSA ABMD MA MO KLAC ISRG GOOGL HRL MSFT CVG JKHY
2016-02-29 GE SPG V GILD MCD KLAC ISRG MO PSA ED VZ ABMD CPB MA T
2016-03-31 CZR EBAY ABMD TSN GE MAT NVDA GDDY HRL MKTX ATVI TTWO AMZN ANF KLAC
2016-04-29 EBAY ABMD TSN CZR NVDA GE HRL META TTWO MKTX DLR PSA EW CPB AVGO
2016-05-31 ABMD AMD CZR NVDA META WB EW TSN EVRG AMZN DLR MTW MKTX ULTA AWK
2016-06-30 NVDA AMD CZR ABMD DXC CLF EVRG MDR WB AWK AMZN DLR MKTX EQIX ULTA
2016-07-29 CLF AMD NVDA WB NEM DXC CZR DLR ABMD AWK WOR PAYC MDR CCI X
2016-08-31 AMD WB SPGI NVDA NEM CLF X DHR MDR DXC ABMD ALB JOY WPX MKTX
2016-09-30 WB AMD SPGI X NVDA CLF NEM DHR AMAT LITE WPX MDR JOY CNX DXC
2016-10-31 AMD WB X SPGI LITE NVDA CNX WPX DXC JOY DHR CLF NAV AMAT MDR
2016-11-30 AMD X CLF WB NVDA SPGI CNX TPL WPX DHR NAV NEM LITE JOY OKE
2016-12-30 CLF X AMD NVDA FMCC FNMA SPGI WB CNX TPL OKE WPX TRGP NAV STLD
2017-01-31 AMD CLF X NVDA FNMA FMCC SPGI TRGP TPL WB FCX NBR WPX NAV URI
2017-02-28 AMD CLF X NVDA WB SPGI URI FNMA FMCC TPL NAV WPX NBR TRGP OKE
2017-03-31 AMD CLF X NVDA WB NAV FMCC URI FNMA MRO ANET WPX RF SLM CSX
2017-04-28 AMD NVDA X MU KMG NAV STX ANET AMAT DXC LITE WB SLM IDXX WDC
2017-05-31 AMD KMG NVDA X KHC WB XYZ ANET MU CSX STX IDXX LRCX NAV WDC
2017-06-30 NVDA WB XYZ ANET LITE KHC CSX X KMG AMAT TTWO ADSK LRCX NAV ZBRA
2017-07-31 NVDA XYZ MU ANET WB LITE KHC ALGN TTWO ZBRA CSX KMG LRCX IDXX AMAT
2017-08-31 NVDA XYZ NRG MU BA ANET TTWO ALGN LRCX VRTX TPL WB IPGP WDC KMG
2017-09-29 NVDA XYZ TTWO WB NRG IPGP ANET MU NCC BA ALGN VRTX LRCX TTD MTW
2017-10-31 NVDA XYZ TTD BBBY TTWO NRG MU SEDG ANET ALGN MTW WB LRCX CZR VRTX
2017-11-30 BBBY XYZ ALGN SEDG ANET MCHP NVDA NRG IPGP MU TTD TTWO LRCX ENPH FTNT
2017-12-29 BBBY ENPH SEDG XYZ ANET ALGN WB NCC MCHP NRG IPGP TTWO FTNT PENN NVR
2018-01-31 BBBY SEDG ANET XYZ ALGN PENN MCHP WB CZR FTNT FSLR TTWO TWTR BLDR NKTR
2018-02-28 BBBY NKTR XYZ SEDG ANET ALGN NVDA WB MCHP EC MTCH TWTR FTNT CZR IPGP
2018-03-29 NKTR SEDG BBBY ENPH XYZ NCC MTCH ETSY WB FSLR ANET NXPI NVDA ALGN TWTR
2018-04-30 CCI NKTR V MA SPG HET ADBE BKNG KDP AMGN SPGI YUM EXR TWTR INTU
2018-05-31 ENPH NKTR SEDG CVNA EC MRVL ETSY MU MTCH BBBY HET AXON TKO CCI TWTR
2018-06-29 ENPH NKTR MU TKO AXON HET SEDG XYZ NFLX ETSY TPL EC CCI ALGN MTCH
2018-07-31 ENPH TKO HET ETSY AXON NKTR CVNA ANF CCI XYZ SEDG MU THC EC TWTR
2018-08-31 ENPH HET TKO AXON CVNA ETSY XYZ CCI NKTR EC THC LULU ABMD GWW TTD
2018-09-28 HET CVNA TKO XYZ DXCM AXON ETSY TTD ENPH CCI AMD LULU FTNT ABMD EC
2018-10-31 CCI HET DXCM EXR TKO SPG ABMD MKC V KDP YUM HCA MOH TJX EVHC
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 LLY PFE
2019-01-31 CCI HET EXR RHT SPG O YUM UST DOC ERIE MCD BALL EXC WELL LLY
2019-02-28 HET EOG CCI TTD ENPH DXCM ETSY TKO RHT FNMA FMCC AMD CIEN MOH CMG
2019-03-29 HET TTD CCI ETSY ENPH FNMA FMCC FTNT TKO JNJ AMD CMG AVGO RHT SSP
2019-04-30 HET TTD CCI ENPH CVNA AMD ETSY FMCC FNMA SNPS TKO FTNT SSP VEEV ANF
2019-05-31 CCI EXR HET ERIE HSY SBUX BALL PEP VRT V SAF MDLZ WRB AWK ECL
2019-06-28 HET ENPH CCI FNMA TTD FMCC VEEV SNPS AVP ERIE PAYC AMD MTCH BALL JNJ
2019-07-31 HET ENPH CCI TTD AVP VEEV ERIE PAYC MTCH BALL MKTX CDNS SBUX FICO CVNA
2019-08-30 HET ENPH CCI AVP MKTX SBUX NCC ERIE BALL TTD MTCH CMG SBAC SEDG VEEV
2019-09-30 HET ENPH CSCO CCI SEDG NCC AVP MKTX FNMA FMCC BALL PODD CMG SBUX HSY
2019-10-31 HET ENPH CSCO CCI AVP FNMA FMCC SEDG PODD BLDR GNRC KLAC KBH TER LRCX
2019-11-29 HET ENPH CSCO AVP CCI FNMA SEDG FMCC NCC CVNA GNRC BLDR PODD KLAC TER
2019-12-31 HET ENPH XRX AVP CCI CVNA FNMA BLDR MCHP PODD SEDG FMCC THC TER LRCX
2020-01-31 HET ENPH CCI XRX CVNA AVP PODD SEDG MCHP TSLA LLY BLDR GNRC TER AAPL
2020-02-28 CCI HET EXR TE SAF UST TYL LM JNJ RMD NEE DGX KO FII PEP
2020-03-31 CCI EXR AMT DVN 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 TSLA REGN NCC CLX WST BIO EBAY
2020-06-30 CCI AMT TSLA EXR UST EBAY CLX TE REGN DG ABBV GIS MSFT AAPL NVDA
2020-07-31 MRNA TSLA BBBY DXCM NVDA CCI SEDG REGN CVNA NEM ETSY ENPH AMD AAPL WST
2020-08-31 BBBY TSLA MRNA ENPH AMD NVDA DXCM ETSY CCI SEDG REGN AAPL XYZ CVNA RRC
2020-09-30 BBBY TSLA ENPH MRNA CVNA PENN AMD NVDA SEDG XYZ TTD CCI DXCM DDOG ETSY
2020-10-30 BBBY TSLA ENPH PENN MRNA SEDG DDOG CVNA XYZ ETSY CRWD NVDA TTD TUP AMD
2020-11-30 BBBY TSLA ENPH MRNA SEDG NOW ETSY CCI TTD TUP XYZ GME PENN CVNA NVDA
2020-12-31 BBBY MRNA TSLA ENPH GME NOW ETSY TUP TTD XYZ CCI SEDG PENN CRWD CVNA
2021-01-29 GME ENPH BBBY TSLA MRNA ETSY TUP CRWD NOW SEDG CCI CVNA PENN TTD XYZ
2021-02-26 GME CCI NOW BBBY TUP MRNA ENPH CPB TSLA ETSY PENN DVN VIAC CPRI CRWD
2021-03-31 GME TUP BBBY PENN NBR MRNA ETSY CZR TSLA CCI VIAC ENPH AM FCX CPRI
2021-04-30 GME TUP NBR PENN VIAC CRM BBWI BBBY CAR CLF CZR TSLA QEP MRNA FCX
2021-05-28 GME TUP CRM CAR DDS FCX BBWI BBBY CCI IVZ TSLA GPS CPRI CLF XEC
2021-06-30 GME DDS BBWI ANF TUP CAR MRNA KSS THC BX XEC RRC FCX CLF BBBY
2021-07-30 GME DDS ANF MRNA BX RRD CLF CAR BBWI NUE TPL NAVI KSS XEC MRO
2021-08-31 GME DDS MRNA KKR CLF RRD BX CPRI MDP NUE XEC NAVI BBWI BBT ANF
2021-09-30 GME MRNA KKR DDS RRD JWN M CAR MRO DVN BX TRGP MDP RRC CLF
2021-10-29 GME MRNA KKR DDS MRO DVN RRC RRD JWN CAR M FANG MUR TRGP NBR
2021-11-30 GME CAR DDS RRD BX WFC RRC DVN MRO JWN TSLA MDP KKR M MRNA
2021-12-31 GME CAR RRD DDS MRNA BX WFC DVN MRO JWN NVDA RRC M ON TSLA
2022-01-31 EXR AMT RRD CCI ABBV ABX EXC MO MCD HSY PEP PLD CVX FE MCK
2022-02-28 EXR AMT RRD ABBV ABX CCI MCK TRGP EXC CVX COR MCD GD MRO MO
2022-03-31 AMT EXR RRD CCI ABBV TRGP ABX MCK EXC MRO BMY COR SRE COP REGN
2022-04-29 AMT EXR CCI ABX BMY MCK TRGP ABBV VRTX EXC REGN HSY WMB KO SRE
2022-05-31 AMT EXR CCI ABX FHN BMY ED AMGN EXC MCK MRK ABBV WRB NI CNP
2022-06-30 AMT EXR CCI ABX BMY FHN AMGN ED MCK ABBV JNJ WRB ATO MRK D
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 GIS LW MCD CAH HSY GPC
2022-09-30 AMT EXR CCI ABX FHN VRTX MCK ERIE HSY GIS LW SJM GPC CAH AMGN
2022-10-31 AMT EXR CCI FHN ABX TKO MCK CI HSY LW ERIE GPC SJM GIS ORLY
2022-11-30 T OXY CF DVN HP TPL ATI EQT UNM APA NBR COP FTI MRO FSLR
2022-12-30 T OXY SMCI FSLR FTI TPL HP HES APA CF MPC COP ODP ATI MUR
2023-01-31 UCL T HES TPL FSLR SMCI FTI ODP STLD CEG ENPH MPC HP FLR CF
2023-02-28 UCL T FSLR HES FTI ODP SMCI ASO STLD CEG FLR DYN VLO MPC DDS
2023-03-31 UCL SMCI VLO FSLR FTI HES OI TEX LW PSX FIX GNW ODP AXON STLD
2023-04-28 UCL FSLR SMCI VLO AXON FTI FICO HES ASO LVS GE DECK FIX OI NFLX
2023-05-31 EXR AMT CCI V LW PHM ABX MCD VRTX MO HSY AVGO FICO GE CPRT
2023-06-30 SMCI H NVDA FSLR UCL RCL VRT BLDR NFLX GE BKNG AXON PLTR FICO CVNA
2023-07-31 SMCI H RCL NVDA UCL VRT BLDR CCL FTI META ANF CVNA GE BKNG AVGO
2023-08-31 SMCI UCL NVDA CVNA PLTR ANF VRT RCL BLDR PHM FTI AVGO META APP GE
2023-09-29 EXR CCI AMT V MA MO VRSK MRSH NVDA CSCO BRK-B MCD FICO FDX AVGO
2023-10-31 EXR CCI AMT V META CBOE AFL CME VRTX CSCO MRSH ROP VRSK L AIZ
2023-11-30 CVNA VRT ANF SMCI APP META NVDA DAL PLTR COIN FNMA FTI EXR DELL JBL
2023-12-29 CVNA COIN ANF APP VRT SMCI NVDA PLTR DAL FNMA EXR META CRWD GPS UBER
2024-01-31 CVNA SMCI ANF VRT APP FNMA COIN CRWD NVDA EXR DAL FMCC META ANET DELL
2024-02-29 SMCI CVNA ANF GE VRT APP FNMA NVDA CRWD COIN FMCC META EXR DELL PLTR
2024-03-28 SMCI CVNA ANF VRT GE ADCT COIN APP FNMA NVDA DYN FMCC EXR PLTR VST
2024-04-30 CVNA SMCI ANF VRT COIN ADCT GE APP DYN FNMA NVDA EXR VST FMCC GPS
2024-05-31 CVNA ANF VRT SMCI VST FNMA COIN FMCC APP ADCT DELL NVDA GPS WSM DYN
2024-06-28 ANF CVNA VST VRT SMCI APP DYN FNMA FMCC NVDA GPS COIN DELL CEG WSM
2024-07-31 ANF CVNA NVDA VST VRT DYN FNMA FMCC APP DELL SMCI COIN GPS EXR ANET
2024-08-30 DYN ANF NVDA CVNA LUMN VST COIN ADCT PBI EXR SMCI CCI NRG WSM THC
2024-09-30 LUMN DYN CVNA NVDA ANF ADCT VST THC PBI EXR APP CCI COHR KKR NRG
2024-10-31 CVNA LUMN DYN APP ADCT NVDA VST COHR EXR THC CCI ANF PLTR KKR CEG
2024-11-29 CVNA LUMN APP WYNN VST ADCT NVDA PLTR HOOD CCI TPL COHR VRT DYN ECHO
2024-12-31 APP LUMN CVNA PLTR VST FMCC WYNN FNMA TPL HOOD CCI AXON NVDA VRT UAL
2025-01-31 APP PLTR CVNA FMCC LUMN HOOD FNMA VST WYNN AXON UAL CCI TPL TSLA IBKR
2025-02-28 APP FMCC FNMA PLTR HOOD WYNN CVNA VST LUMN TPL UAL CCI PBI RCL ECHO
2025-03-31 EXR AMT CCI VRSN FOX CA FOXA BRO V 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 GILD GEV LB CVNA AXON CCI HWM NRG UBER
2025-07-31 FNMA FMCC HOOD PLTR APP GEV GILD CVNA AXON UBER CCI NRG VST TPR DASH
2025-08-29 FNMA HOOD FMCC PLTR APP GEV CVNA UCL TPR CAR VST CCI FIX LITE COIN
2025-09-30 FNMA FMCC HOOD PLTR APP ECHO GEV LITE STX UCL CCI FIX AVGO WDC CVNA
2025-10-31 FMCC FNMA HOOD APP PLTR ECHO MU LITE STX WDC TE CIEN WBD SEDG CCI
2025-11-28 HOOD ECHO MU LITE WDC STX FNMA CIEN FMCC PLTR NKTR AVGO TE WBD SEDG
2025-12-31 LITE WDC ECHO GILD HOOD STX MU FNMA NKTR TE CIEN FMCC SEDG WBD NEM
2026-01-30 TE LITE ECHO WDC MU GILD STX CIEN WBD SSP NEM LRCX NKTR CCI COHR
2026-02-27 LITE TE WDC MU STX GILD CIEN ECHO LRCX FIX COHR SSP NEM WBD NKTR
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 ECHO STX GILD COHR VIAV TER SEDG FIX NBR TE ALB
2026-05-29 LITE WDC MU CIEN ECHO STX VIAV INTC GILD TE COHR TER NBR AMD FIX
2026-06-26 MU WDC LITE TE CIEN STX INTC VIAV TER DELL AMD COHR WHR ECHO GLW
Scoring script (python)
# Auto-generated (mutate) variant 1085 — regime-momentum-quality-value sweep point.
FORMULA_NAME = "regime-momentum-quality-value (mutate v1085)"
LOGIC_VARIANT_COUNT = 2
NOTES = "mode=exploit; family=regime-momentum-quality-value. Auto (mutate); variant=1085."

BULL = {"momentum_12_1_pct": (0.438, +1), "return_6m_pct": (0.136, +1), "eps_growth_pct": (0.182, +1),
        "free_cash_flow_margin_pct": (0.156, +1), "forward_pe": (0.041, -1), "peg": (0.06, -1)}
RISK_OFF = {"realized_vol_3m": (0.259, -1), "free_cash_flow_margin_pct": (0.156, +1),
            "operating_margin_pct": (0.10, +1), "forward_pe": (0.041, -1), "peg": (0.06, -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