exp_1090

regime-momentum-quality-value (mutate v1090)

← All V2 experiments
Relative return
1.296x
Excess vs bench
29.63%
Benchmark
CAPW_UNIV
Rolling windows
179 · monthly
Mean strategy gain
48.33%
Mean benchmark gain
14.08%
Mean excess gain
34.24%
Dispersion (ref)
19.40%
Win-rate vs bench (ref)
100.00%
Worst / best ratio (ref)
1.065x / 1.597x
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 25.86% 2.22% 1.231x
2011-07-01 … 2016-06-30 40.52% 13.74% 1.235x
2016-07-01 … 2021-06-30 82.02% 20.63% 1.509x
2021-07-01 … 2026-06-26 52.55% 15.48% 1.321x
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 1.296x · beat benchmark in 179/179
#WindowStrategyBenchmarkRatio
1 2006-07-31 … 2011-07-29 23.10% 1.79% 1.209x
2 2006-08-31 … 2011-08-31 20.78% 0.21% 1.205x
3 2006-09-29 … 2011-08-31 17.72% -0.14% 1.179x
4 2006-10-31 … 2011-10-31 16.25% 0.23% 1.160x
5 2006-11-30 … 2011-11-30 15.06% -0.05% 1.151x
6 2006-12-29 … 2011-11-30 15.09% -0.32% 1.155x
7 2007-01-31 … 2012-01-31 13.99% 0.93% 1.129x
8 2007-02-28 … 2012-01-31 12.89% 1.43% 1.113x
9 2007-03-30 … 2012-03-30 14.68% 3.09% 1.112x
10 2007-04-30 … 2012-04-30 14.34% 2.42% 1.116x
11 2007-05-31 … 2012-05-31 10.74% 0.60% 1.101x
12 2007-06-29 … 2012-06-29 9.10% 1.92% 1.070x
13 2007-07-31 … 2012-07-31 9.35% 2.69% 1.065x
14 2007-08-31 … 2012-08-31 11.51% 2.95% 1.083x
15 2007-09-28 … 2012-09-28 10.72% 3.20% 1.073x
16 2007-10-31 … 2012-10-31 11.39% 2.60% 1.086x
17 2007-11-30 … 2012-11-30 11.28% 3.45% 1.076x
18 2007-12-31 … 2012-12-31 11.08% 3.69% 1.071x
19 2008-01-31 … 2013-01-31 14.11% 5.85% 1.078x
20 2008-02-29 … 2013-02-28 14.73% 6.82% 1.074x
21 2008-03-31 … 2013-03-28 17.10% 7.73% 1.087x
22 2008-04-30 … 2013-04-30 18.50% 7.51% 1.102x
23 2008-05-30 … 2013-04-30 16.94% 7.81% 1.085x
24 2008-06-30 … 2013-06-28 22.50% 9.33% 1.120x
25 2008-07-31 … 2013-07-31 27.07% 10.48% 1.150x
26 2008-08-29 … 2013-07-31 27.38% 10.52% 1.153x
27 2008-09-30 … 2013-09-30 32.95% 11.48% 1.193x
28 2008-10-31 … 2013-10-31 41.21% 15.76% 1.220x
29 2008-11-28 … 2013-10-31 43.06% 17.46% 1.218x
30 2008-12-31 … 2013-12-31 45.46% 18.44% 1.228x
31 2009-01-30 … 2013-12-31 47.13% 20.64% 1.220x
32 2009-02-27 … 2014-01-31 50.85% 21.63% 1.240x
33 2009-03-31 … 2014-03-31 52.01% 20.60% 1.260x
34 2009-04-30 … 2014-04-30 50.27% 19.00% 1.263x
35 2009-05-29 … 2014-04-30 52.66% 18.32% 1.290x
36 2009-06-30 … 2014-06-30 53.25% 19.01% 1.288x
37 2009-07-31 … 2014-07-31 47.82% 17.39% 1.259x
38 2009-08-31 … 2014-08-29 47.32% 17.70% 1.252x
39 2009-09-30 … 2014-09-30 42.78% 16.64% 1.224x
40 2009-10-30 … 2014-09-30 47.24% 17.08% 1.258x
41 2009-11-30 … 2014-11-28 44.09% 16.82% 1.233x
42 2009-12-31 … 2014-12-31 41.72% 16.28% 1.219x
43 2010-01-29 … 2014-12-31 43.98% 17.23% 1.228x
44 2010-02-26 … 2015-01-30 42.21% 15.80% 1.228x
45 2010-03-31 … 2015-03-31 41.53% 15.40% 1.226x
46 2010-04-30 … 2015-04-30 39.90% 15.38% 1.213x
47 2010-05-28 … 2015-04-30 42.89% 17.09% 1.220x
48 2010-06-30 … 2015-06-30 46.50% 17.45% 1.247x
49 2010-07-30 … 2015-06-30 46.12% 16.43% 1.255x
50 2010-08-31 … 2015-08-31 42.42% 15.76% 1.230x
51 2010-09-30 … 2015-09-30 39.71% 13.61% 1.230x
52 2010-10-29 … 2015-09-30 39.18% 13.06% 1.231x
53 2010-11-30 … 2015-11-30 38.28% 15.09% 1.202x
54 2010-12-31 … 2015-12-31 37.50% 13.55% 1.211x
55 2011-01-31 … 2016-01-29 35.43% 11.90% 1.210x
56 2011-02-28 … 2016-01-29 34.98% 11.53% 1.210x
57 2011-03-31 … 2016-03-31 35.76% 12.90% 1.202x
58 2011-04-29 … 2016-04-29 34.10% 12.39% 1.193x
59 2011-05-31 … 2016-05-31 36.81% 12.94% 1.211x
60 2011-06-30 … 2016-06-30 38.16% 13.30% 1.219x
61 2011-07-29 … 2016-07-29 43.77% 14.52% 1.255x
62 2011-08-31 … 2016-08-31 45.22% 15.19% 1.261x
63 2011-09-30 … 2016-09-30 45.72% 16.32% 1.253x
64 2011-10-31 … 2016-10-31 44.28% 14.02% 1.265x
65 2011-11-30 … 2016-11-30 47.66% 14.66% 1.288x
66 2011-12-30 … 2016-12-30 47.22% 14.92% 1.281x
67 2012-01-31 … 2017-01-31 48.85% 14.63% 1.299x
68 2012-02-29 … 2017-02-28 47.78% 14.78% 1.288x
69 2012-03-30 … 2017-02-28 47.74% 14.43% 1.291x
70 2012-04-30 … 2017-04-28 44.00% 14.61% 1.256x
71 2012-05-31 … 2017-05-31 46.87% 15.98% 1.266x
72 2012-06-29 … 2017-05-31 47.73% 15.44% 1.280x
73 2012-07-31 … 2017-07-31 48.38% 15.43% 1.285x
74 2012-08-31 … 2017-08-31 48.32% 15.12% 1.288x
75 2012-09-28 … 2017-08-31 47.95% 14.77% 1.289x
76 2012-10-31 … 2017-10-31 51.09% 16.12% 1.301x
77 2012-11-30 … 2017-11-30 51.45% 16.79% 1.297x
78 2012-12-31 … 2017-12-29 50.15% 16.93% 1.284x
79 2013-01-31 … 2018-01-31 51.48% 17.57% 1.288x
80 2013-02-28 … 2018-02-28 54.93% 16.21% 1.333x
81 2013-03-28 … 2018-02-28 52.83% 15.81% 1.320x
82 2013-04-30 … 2018-04-30 50.07% 14.25% 1.314x
83 2013-05-31 … 2018-05-31 41.29% 14.57% 1.233x
84 2013-06-28 … 2018-05-31 44.34% 14.97% 1.255x
85 2013-07-31 … 2018-07-31 42.66% 14.83% 1.242x
86 2013-08-30 … 2018-07-31 43.88% 15.59% 1.245x
87 2013-09-30 … 2018-09-28 44.68% 15.84% 1.249x
88 2013-10-31 … 2018-10-31 34.74% 12.89% 1.194x
89 2013-11-29 … 2018-10-31 34.79% 12.60% 1.197x
90 2013-12-31 … 2018-12-31 33.13% 9.93% 1.211x
91 2014-01-31 … 2019-01-31 33.47% 12.37% 1.188x
92 2014-02-28 … 2019-02-28 31.10% 12.38% 1.167x
93 2014-03-31 … 2019-03-29 33.10% 12.76% 1.180x
94 2014-04-30 … 2019-04-30 34.76% 13.73% 1.185x
95 2014-05-30 … 2019-04-30 34.72% 13.54% 1.187x
96 2014-06-30 … 2019-06-28 36.60% 12.81% 1.211x
97 2014-07-31 … 2019-07-31 38.21% 13.30% 1.220x
98 2014-08-29 … 2019-07-31 37.80% 12.80% 1.222x
99 2014-09-30 … 2019-09-30 39.92% 12.70% 1.241x
100 2014-10-31 … 2019-10-31 39.66% 12.91% 1.237x
101 2014-11-28 … 2019-10-31 39.58% 12.60% 1.240x
102 2014-12-31 … 2019-12-31 41.92% 14.16% 1.243x
103 2015-01-30 … 2019-12-31 41.78% 14.85% 1.234x
104 2015-02-27 … 2020-01-31 40.48% 14.04% 1.232x
105 2015-03-31 … 2020-03-31 39.10% 8.56% 1.281x
106 2015-04-30 … 2020-04-30 41.17% 11.65% 1.264x
107 2015-05-29 … 2020-05-29 40.95% 12.61% 1.252x
108 2015-06-30 … 2020-06-30 40.80% 13.64% 1.239x
109 2015-07-31 … 2020-07-31 42.64% 14.60% 1.245x
110 2015-08-31 … 2020-08-31 48.03% 18.07% 1.254x
111 2015-09-30 … 2020-09-30 46.90% 17.05% 1.255x
112 2015-10-30 … 2020-10-30 44.10% 14.60% 1.257x
113 2015-11-30 … 2020-11-30 53.97% 17.43% 1.311x
114 2015-12-31 … 2020-12-31 55.69% 18.65% 1.312x
115 2016-01-29 … 2021-01-29 90.47% 19.26% 1.597x
116 2016-02-29 … 2021-02-26 85.42% 19.79% 1.548x
117 2016-03-31 … 2021-03-31 87.15% 19.42% 1.567x
118 2016-04-29 … 2021-03-31 88.81% 19.66% 1.578x
119 2016-05-31 … 2021-05-28 85.73% 20.42% 1.542x
120 2016-06-30 … 2021-06-30 84.35% 21.06% 1.523x
121 2016-07-29 … 2021-06-30 82.02% 20.63% 1.509x
122 2016-08-31 … 2021-08-31 83.89% 21.75% 1.510x
123 2016-09-30 … 2021-09-30 79.21% 20.22% 1.491x
124 2016-10-31 … 2021-10-29 84.82% 22.50% 1.509x
125 2016-11-30 … 2021-11-30 83.14% 21.87% 1.503x
126 2016-12-30 … 2021-11-30 84.05% 21.75% 1.512x
127 2017-01-31 … 2022-01-31 72.27% 20.17% 1.434x
128 2017-02-28 … 2022-02-28 71.31% 18.51% 1.445x
129 2017-03-31 … 2022-03-31 74.67% 19.46% 1.462x
130 2017-04-28 … 2022-03-31 76.35% 19.46% 1.476x
131 2017-05-31 … 2022-05-31 72.56% 15.59% 1.493x
132 2017-06-30 … 2022-06-30 71.77% 13.08% 1.519x
133 2017-07-31 … 2022-07-29 70.46% 15.16% 1.480x
134 2017-08-31 … 2022-08-31 67.13% 13.72% 1.470x
135 2017-09-29 … 2022-08-31 66.81% 13.56% 1.469x
136 2017-10-31 … 2022-10-31 60.99% 11.86% 1.439x
137 2017-11-30 … 2022-11-30 60.50% 12.52% 1.426x
138 2017-12-29 … 2022-11-30 61.60% 12.46% 1.437x
139 2018-01-31 … 2023-01-31 57.58% 11.01% 1.420x
140 2018-02-28 … 2023-02-28 53.14% 11.03% 1.379x
141 2018-03-29 … 2023-02-28 53.07% 11.72% 1.370x
142 2018-04-30 … 2023-04-28 50.93% 13.01% 1.336x
143 2018-05-31 … 2023-05-31 54.36% 12.95% 1.367x
144 2018-06-29 … 2023-05-31 53.53% 13.01% 1.359x
145 2018-07-31 … 2023-07-31 59.11% 14.67% 1.388x
146 2018-08-31 … 2023-08-31 55.68% 13.51% 1.372x
147 2018-09-28 … 2023-08-31 55.37% 13.56% 1.368x
148 2018-10-31 … 2023-10-31 55.61% 12.60% 1.382x
149 2018-11-30 … 2023-11-30 57.26% 14.58% 1.372x
150 2018-12-31 … 2023-12-29 64.18% 17.26% 1.400x
151 2019-01-31 … 2024-01-31 64.39% 16.27% 1.414x
152 2019-02-28 … 2024-01-31 64.32% 15.94% 1.417x
153 2019-03-29 … 2024-03-28 75.00% 17.50% 1.489x
154 2019-04-30 … 2024-04-30 72.02% 15.50% 1.489x
155 2019-05-31 … 2024-05-31 74.15% 18.12% 1.474x
156 2019-06-28 … 2024-06-28 72.39% 17.99% 1.461x
157 2019-07-31 … 2024-07-31 68.00% 17.70% 1.427x
158 2019-08-30 … 2024-08-30 67.77% 18.41% 1.417x
159 2019-09-30 … 2024-09-30 70.98% 18.65% 1.441x
160 2019-10-31 … 2024-10-31 72.47% 17.87% 1.463x
161 2019-11-29 … 2024-11-29 77.84% 18.64% 1.499x
162 2019-12-31 … 2024-12-31 71.42% 17.62% 1.457x
163 2020-01-31 … 2025-01-31 77.49% 18.07% 1.503x
164 2020-02-28 … 2025-02-28 74.29% 19.00% 1.465x
165 2020-03-31 … 2025-03-31 71.28% 19.24% 1.436x
166 2020-04-30 … 2025-04-30 68.69% 16.49% 1.448x
167 2020-05-29 … 2025-04-30 68.15% 15.80% 1.452x
168 2020-06-30 … 2025-06-30 65.96% 18.19% 1.404x
169 2020-07-31 … 2025-07-31 64.57% 17.87% 1.396x
170 2020-08-31 … 2025-08-29 63.21% 16.69% 1.399x
171 2020-09-30 … 2025-09-30 68.86% 18.57% 1.424x
172 2020-10-30 … 2025-09-30 71.50% 19.43% 1.436x
173 2020-11-30 … 2025-11-28 62.71% 17.77% 1.382x
174 2020-12-31 … 2025-12-31 65.31% 16.92% 1.414x
175 2021-01-29 … 2025-12-31 42.91% 17.20% 1.219x
176 2021-02-26 … 2026-01-30 50.54% 17.04% 1.286x
177 2021-03-31 … 2026-03-31 48.32% 14.07% 1.300x
178 2021-04-30 … 2026-04-30 49.19% 16.03% 1.286x
179 2021-05-28 … 2026-04-30 49.37% 16.22% 1.285x
Notes
mode=exploit; family=regime-momentum-quality-value. Auto (mutate); variant=1090.
Lesson notes
#105 · degrade · relative_return Δ -0.1294 · parent exp_758 · Jul 19, 2026 · auto/exploit; benchmark CAPW_UNIV
exploit/regime-momentum-quality-value: relative_return 1.2963x (delta -0.1294 vs exp_758); win-rate 100.0%, worst-window 1.064785, dispersion 19.3973%.
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 MAY MNST ILMN AKAM ATI ADM EME SLG LVS GRMN AT NUE DECK STLD FIX
2006-09-29 MAY ILMN AKAM MNST LVS BKNG AT AAL EME TEX ATI DECK DLR ADM IVZ
2006-10-31 MAY AKAM DECK BKNG AT ILMN MNST ALGN ATI BMET LVS INCLF ALB MRK GRMN
2006-11-30 MAY ICE ILMN AKAM DECK ATI ALGN AT MTW NVDA REGN UAA MA ALB BMET
2006-12-29 MAY ICE ALGN AT NVDA ILMN AKAM MA BMET ATI DECK MTW CF ALB WST
2007-01-31 MAY ICE ALGN MA AT GT AKAM MGM BMET WYNN CF BKNG KMX LVS EOP
2007-02-28 MAY ALGN ICE CF MGM ATI GT MA DECK BKNG ALB DLX EOP AKAM TPL
2007-03-30 MAY CF GT DLX ICE MGM ATI CE ANDV STLD MOS TEX OI CLF BKNG
2007-04-30 MAY GT CF ANDV OI ALGN DLX MOS CLF INCY NRG BKNG ON MLM ICE
2007-05-31 MAY GT FSLR ALGN CF CLF DLX OI ANDV MA AMZN DECK MOS ON ICE
2007-06-29 MAY CF FSLR KMG ALGN MA GT MOS OI DLX DECK CLF AMZN AL ANDV
2007-07-31 MAY FSLR KMG CF AMZN ALGN AL MA MOS AXON OI DECK ISRG JEC NOV
2007-08-31 ALGN CF KMG AMZN AL ISRG OI MOS GME CMI MA AXON GRMN DECK NOV
2007-09-28 CF KMG AMZN MOS GRMN AL MPWR OI NOV CMG ISRG AXON GME BKNG CMI
2007-10-31 CF MOS ISRG AL CMG FSLR GRMN NOV MPWR GME BBBY DECK KMG AAPL OI
2007-11-30 FSLR CF ISRG MOS BKNG DECK CMG GRMN AL BBBY JEC GME NOV AAPL OI
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 KMB WMT ABT LMT PRGO SO
2008-03-31 MAY CVG MEE PG JNJ CL CHD KO KMB SWN HRL MO AFL ESV WMT
2008-04-30 MAY CVG MEE JNJ ESV CHD PG SWN KO WMT WEC KMB AWK GD BRK-B
2008-05-30 MOS FSLR CF MEE CLF MA ESV SWN ILMN HP BTUUQ CNX RRC BKNG CTRA
2008-06-30 SW MEE MAY ESV TTWO SWN JNJ BAX BTUUQ FMC BCR MKC CHD FE SO
2008-07-31 SWN ESV BCR MAY MEE DF BTUUQ APOL ATGE CELG EW FDO FI HRS JNJ
2008-08-29 SWN BCR ESV CLF DF MOS CF MEE FSLR APOL ATGE CELG FDO FI BTUUQ
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 BCR ABT DF MKC ED LDOS CAG BAX TECH
2008-11-28 GIS CHD CLX DLTR ABT WMT SWN MCD KR ED CPB CASY LDOS LH SJM
2008-12-31 DLTR LDOS CHD ABT GIS MCD CLX KR ED WMT AON AJG BMY LH HSY
2009-01-30 MCD ED LDOS ABT EW GIS AMGN DLTR CHD HET GILD WEC SWN HSY AJG
2009-02-27 HET ED LDOS EW PCG XEL WEC MCD AMGN ABT GIS JNJ CHD HSY MKC
2009-03-31 AZO HET ED EW PCG XEL CHD MCD WEC LDOS NFLX DLTR CPB VTRS JNJ
2009-04-30 AZO NFLX HET ED MNST XEL BR CLX PCG CHD MCD SNPS ROST NEE WEC
2009-05-29 ORLY AZO HRL DLTR BKNG HET DGX ROST MCD IBM EW ED JNJ NEE PCG
2009-06-30 CAR F PALM AN BLDR NFLX ORLY FHN DXCM DDS ASH WDC THC MBI MKTX
2009-07-31 CAR F BLDR AN PALM ASH SWKS FITB ORLY STX CMG THC ULTA DDS NFLX
2009-08-31 CAR F PALM GNW AN ASH BLDR MU UIS BKNG SSP NFLX CMG FITB WBD
2009-09-30 CAR PALM GNW SW BKNG MTG SSP ASH UIS THC SNDK MU WBD F SANM
2009-10-30 CAR GNW SW SSP PALM KMG HIG BC BKNG GGP INCY SNDK UIS DDS F
2009-11-30 CAR GNW KMG SSP UIS GGP BC SW DDS INCY SNDK WFM LULU STX WLL
2009-12-31 CAR SANM GGP SSP UAL UIS BC AMD DDS LULU LPX INCY SW KMG WFM
2010-01-29 CAR SANM UAL GNW GGP AMD SW UIS INCY RCL SSP LULU F DDS THC
2010-02-26 CAR SANM GNW UAL CLF GGP UIS ACS AAL F LYV AMD ASH INCY SMCI
2010-03-31 SANM GNW CAR INCY UAL CLF LYV GGP SMCI F UIS MTG MAC LULU VIAV
2010-04-30 UAL SANM GNW INCY MTG CAR LYV ETFC GGP SSP VIAV WLL DDS BC VSTNQ
2010-05-28 UAL ETFC SSP SANM BC AAL MTG INCY VSTNQ NFLX WLL GGP DDS LULU LYV
2010-06-30 ETFC UST CVG CPB DLTR KMB SO CLX COR AZO PG MCD HRL ED GIS
2010-07-30 SW ETFC CVG UST AZO KMB SO CASY HRL CPB DLTR CLX MO ED LUMN
2010-08-31 CPQ ETFC AZO CVG LUMN CASY MCD UST SO MO CPB CCU KMB CLX ERIE
2010-09-30 ETFC NFLX FFIV AKAM NTAP LVS VSTNQ CCU BKNG UAL IPGP CMI CMG VRTS BBWI
2010-10-29 ETFC NFLX AAL UAL LVS NTAP FFIV BKNG CMG INCY WLL VRTS EC AKAM ACAS
2010-11-30 ETFC LVS UAL NFLX VRTS FFIV CMG MBI BKNG AAL FTNT BBWI ACAS URI WLL
2010-12-31 ETFC VRTS LVS NFLX URI MBI ACAS FFIV BKNG WLL CMG RCL ANF IPGP BBWI
2011-01-31 MAY ETFC ACAS URI LVS VRTS WLL NFLX IPGP LULU HON BBWI MRVL SWKS DDS
2011-02-28 MAY ETFC URI LULU IPGP HON ACAS VRTS NFLX LVS MRO VIAV DDS NXPI MRVL
2011-03-31 MAY IPGP ETFC URI WYNN VRTS LULU NXPI FTNT ANDV ECHO BBWI MRVL NOV ACAS
2011-04-29 MAY IPGP ETFC LULU WYNN MU ANDV FTNT NXPI URI ULTA VRTS ACAS REGN ECHO
2011-05-31 MAY IPGP ETFC EP LULU FTNT NXPI REGN MU KLAC ABMD ACAS BKNG GMCR WCG
2011-06-30 MAY IPGP FTNT EP REGN ULTA ETFC LULU VRTS ABMD WCG BKNG COG ANF KLAC
2011-07-29 MAY IPGP LULU ULTA CTRA EP VRTS REGN COG WCG ANF ABMD DPZ BIIB DDS
2011-08-31 MCD SO UST AZO KMB PG GIS ED CAG K D DUK MDLZ CL HSY
2011-09-30 SO UST KMB MCD AZO DUK ED D PG GIS MO K HSY CVG VZ
2011-10-31 SO CVG MCD UST AZO D DUK ED KMB MO BMY PG AEP DLTR VZ
2011-11-30 V MCD ED MO SO D AEP DLTR MA DUK BMY UST AZO AMT MSFT
2011-12-30 V MCD MO SO ED BMY D MA AEP ISRG DLTR AMT UST ABT DUK
2012-01-31 GNRC REGN COG WCG DPZ VZ URI TIN MNST FAST EP DG DLTR TYL STX
2012-02-29 STX URI REGN WCG COG DPZ MOH HFC ULTA FAST TYL MNST ADS ABMD CNC
2012-03-30 STX BLDR REGN URI DPZ MOH HFC CF EOG PHM LYB AAPL WCG EQIX MNST
2012-04-30 REGN BLDR URI STX AAPL EQIX MNST DPZ LEN PHM EC FICO BKNG M ULTA
2012-05-31 BLDR REGN AAL STX AAPL MNST EQIX LULU EC VRTX ORLY TJX ROST BKNG GPS
2012-06-29 AAL BLDR REGN EQIX AAPL MNST STX SHW LEN DHI PHM GPS VRTX SWKS TJX
2012-07-31 LEN STX BLDR AAL REGN EQIX SHW PHM GPS MNST AAPL EXPE ALGN ROST DHI
2012-08-31 DHI STX PHM LEN REGN AAL GPS BLDR LPX EQIX SHW ALGN URI ROST STZ
2012-09-28 PHM DHI STX BLDR LEN LPX ANDV KBH GPS REGN ALGN BBBY EXPE EQIX LYB
2012-10-31 PHM DHI BLDR BBBY KBH LEN LPX GNRC REGN WHR ANDV STZ LYB AXON EQIX
2012-11-30 PHM BLDR BBBY KBH LPX STZ LEN WHR DHI ANDV GNRC REGN MPC ALL GILD
2012-12-31 REGN PHM BBBY LPX WHR SW KBH ANDV GNRC BLDR AXON TEX DXC EXPE DDS
2013-01-31 PHM LPX KBH BLDR NFLX THC BBBY WHR OMX ANDV SW LEN AXON VRTS DXC
2013-02-28 NFLX OMX VRTS LPX APO THC PHM GNRC MTG MPC KBH SW AXON BBBY BLDR
2013-03-28 NFLX OMX KKR VRTS MTG LPX THC FMCC FNMA KBH MPC CPAY CAR ANDV CTRA
2013-04-30 OMX FNMA FMCC NFLX KKR MTG VRTS THC APO CAR ANDV KBH HRB CPAY MPC
2013-05-31 FNMA FMCC OMX NFLX FSLR MTG KKR BBBY VRTS KBH TSLA APO THC STZ SVU
2013-06-28 FNMA FMCC OMX TSLA BBBY KKR NFLX FSLR MTG MU SVU BBY VRTS FL CPAY
2013-07-31 FNMA FMCC OMX TSLA BBBY MTG KKR GME SVU FSLR NFLX MU EA GILD CPAY
2013-08-30 OMX FNMA TSLA FMCC MTG BBBY SVU GME BBY FL DAL NFLX TRIP MU FSLR
2013-09-30 OMX TSLA FNMA FMCC MTG BBBY NFLX SVU META MU AXON GME BBY FL NXPI
2013-10-31 OMX TSLA FNMA FMCC MTG MU FANG NXPI META AXON INCY BBY DAL DXCM FL
2013-11-29 OMX FNMA FMCC INCY NFLX MU MTG TSLA META AXON BBY DAL BX FL FANG
2013-12-31 FNMA FMCC INCY NFLX META BX MU KATE TSLA AXON FL BBY PHM FANG RRD
2014-01-31 FNMA FMCC INCY TKO MU ILMN DXCM TSLA PHM BX NFLX AXON KATE META AAL
2014-02-28 FMCC FNMA TKO ILMN TSLA AAL PHM INCY BX MU FRX DXCM META WYNN DAL
2014-03-31 FMCC FNMA TKO TSLA RCL ILMN AAL FRX DAL FSLR FANG DXCM URI INCY CAR
2014-04-30 FMCC FNMA TKO TSLA FRX RCL MU DAL AAL FANG CAR ILMN URI MTW SWKS
2014-05-30 META FMCC FRX DAL TSLA AAL FANG FNMA ILMN MU SWKS URI TPL NXPI AVGO
2014-06-30 META FMCC FNMA AAL FANG FRX DAL ILMN SWKS NBR TPL MU NFX URI WLL
2014-07-31 META FANG FMCC SWKS TPL MU FNMA NBR FRX NFX TRGP CAR DAL URI SMCI
2014-08-29 FMCC LUV SWKS FNMA MU CAR TPL ENPH NFX DAL MMI TRGP URI LRCX RCL
2014-09-30 ENPH SWKS TPL LUV SMCI GILD RCL MU TRGP NXPI PANW CAR LRCX URI META
2014-10-31 MMI PANW ENPH SMCI SWKS LUV RCL MU TPL GILD ILMN MNST AVGO META LRCX
2014-11-28 PANW MMI SWKS LUV PAYC SMCI EW RCL MNST NXPI LRCX META AVGO ILMN GMCR
2014-12-31 SWKS LUV SBUX PANW AXON EW ENPH MMI SMCI UAL RCL MNST EA PAYC CNC
2015-01-30 SWKS AXON SBUX LUV PANW MNST EA PAYC MMI EW CNC KR BBWI ALK SMCI
2015-02-27 SBUX SWKS PANW SMCI EA CNC LUV MNST MMI LULU EW ANDV KR BBWI PAYC
2015-03-31 SBUX SWKS CNC EA INCY PANW MNST AVGO ANDV MOH SMCI PAYC HSP EPAM MMI
2015-04-30 SBUX PAYC SWKS PANW BLDR KMG EA DXCM HSP CNC MNST INCY ABMD AVGO EPAM
2015-05-29 SBUX BLDR SWKS AXON KMG BTUUQ PAYC INCY CNXT DXCM PANW CZR NFLX AVGO MMI
2015-06-30 BTUUQ SWKS BLDR PAYC CNC SBUX AXON PANW INCY NFLX AVGO CZR DXCM ABMD CI
2015-07-31 BLDR BTUUQ PAYC SBUX PANW CZR ABMD DXCM AXON CNC INCY MMI EPAM FIX MNST
2015-08-31 V MA CVG GILD PSA EBAY MCO NVR GE MO CCI ABMD SPG ORLY CHD
2015-09-30 PSA CVG V UST MA SPG ED ACGL MO NVR MCO CASY CBOE CCI ATO
2015-10-30 V CVG MO PSA UST MA SPG ATO ACGL ABMD CCI ED CLX PGR WM
2015-11-30 FIX ABMD AMZN CZR NFLX TYL GPN ATVI NVDA AYI BLDR GOOGL CVC VRSN LDOS
2015-12-31 GE ABMD V PSA MA GILD ATVI MO JKHY HRL GOOGL CVG CCI MCD AMCR
2016-01-29 GE MCD PSA V ABMD CVG MO HRL KLAC ISRG UST GOOGL SYY JKHY SO
2016-02-29 GE SPG MCD MO PSA KLAC T UST ED VZ CPB V ISRG SO ATO
2016-03-31 TSN ABMD MAT CZR EBAY NVDA HRL FSLR NEM GE KLAC ANF GDDY MKTX GMCR
2016-04-29 TSN CNX ABMD AMD EBAY LITE NEM CZR NVDA MTW CLF EW WB EVRG HRL
2016-05-31 AMD CZR NVDA CLF WB ABMD MTW DXC TSN EVRG ULTA EW DLR CNX META
2016-06-30 CLF NVDA AMD DXC OKE X CZR NEM ABMD WB EVRG AWK MDR DLR CNX
2016-07-29 CLF AMD NVDA WB X NEM FCX CNX DXC DHR PAYC OKE CZR MDR ALB
2016-08-31 AMD WB SPGI CLF NVDA X DHR NEM JOY WPX CNX DXC MDR OKE NAV
2016-09-30 WB AMD X SPGI NVDA CLF JOY DHR WPX CNX LITE NAV NEM AMAT OKE
2016-10-31 AMD X WB NVDA SPGI LITE CNX JOY DXC WPX DHR TPL NAV AMAT MDR
2016-11-30 AMD X CLF WB NVDA SPGI TPL CNX DHR LITE WPX FMCC JOY NAV WOR
2016-12-30 CLF X NVDA AMD FMCC FNMA TPL SPGI WB UIS WPX NBR NAV JOY SLM
2017-01-31 AMD NVDA X FMCC CLF FNMA TPL NBR TRGP SPGI WB URI FCX NAV WPX
2017-02-28 AMD CLF X NVDA SPGI TPL FNMA FMCC URI CSX WB SLM NAV NBR WDC
2017-03-31 AMD CLF NVDA X URI FMCC FNMA SLM ANET NAV CSX MU RF BAC KMG
2017-04-28 AMD NVDA X KMG MU ANET SLM FMCC CSX NAV AMAT FNMA IDXX DXC SSP
2017-05-31 KMG NVDA AMD XYZ KHC X ANET MU TTD WB CSX LRCX NAV IDXX ALGN
2017-06-30 NVDA XYZ WB ANET LITE CSX KHC TTWO VRTX ALGN VEEV ADSK AMAT TTD LRCX
2017-07-31 XYZ NVDA ANET ALGN WB LITE MU VRTX TTWO KHC PAYC TTD VEEV LRCX SEDG
2017-08-31 NVDA WB XYZ TTWO ALGN VRTX NRG MU ANET SEDG BA LRCX IPGP TPL FMC
2017-09-29 NVDA WB TTWO XYZ IPGP SEDG MU ALGN TTD ANET NRG BA LRCX MTW BBBY
2017-10-31 BBBY NVDA XYZ SEDG TTD TTWO ALGN MU WB NRG MTW ANET IPGP LRCX NVR
2017-11-30 BBBY ENPH XYZ SEDG ALGN NRG ANET IPGP MCHP NVDA TTWO MU NVR PODD MTW
2017-12-29 BBBY ENPH SEDG ANET XYZ WB ALGN NCC NRG MCHP TWTR IPGP TTWO FSLR FTNT
2018-01-31 BBBY ANET NKTR SEDG XYZ ENPH ALGN MCHP TWTR CZR WB PENN MTCH EC FTNT
2018-02-28 NKTR BBBY ENPH XYZ SEDG EC MAY ANET MTCH ALGN NVDA FTNT TWTR MCHP WB
2018-03-29 NKTR ENPH NCC SEDG MAY BBBY MTCH XYZ EC ETSY FSLR NFLX NXPI TWTR ANET
2018-04-30 NKTR CCI V MA HET KDP SPG YUM EXR PSA BKNG TWTR CDAY EL MCO
2018-05-31 NKTR ENPH AXON EC THC HET CVNA ETSY SEDG TKO MU MRVL NFLX TPL MTCH
2018-06-29 ENPH NKTR TKO HET AXON MU NFLX ETSY THC XYZ TTD CVNA SEDG TPL EC
2018-07-31 ENPH HET TKO AXON ETSY CVNA THC NKTR SEDG TTD M XYZ MU ABMD SVU
2018-08-31 ENPH HET CVNA TKO AXON TTD ETSY XYZ DXCM SVU LULU THC ABMD AMD MOH
2018-09-28 HET CVNA TKO TTD AMD XYZ DXCM ETSY AXON LULU UIS ABMD FTNT MOH SVU
2018-10-31 CCI HET EXR DXCM SPG MKC ABMD EVHC TKO YUM KDP TJX HCA V MRK
2018-11-30 CCI HET EXR MKC MRK SPG KMG ESRX KDP YUM HCA O MCD KO LLY
2018-12-31 CCI HET EXR AET UST MRK YUM MKC KDP MCD ESRX VRT CME KO EXC
2019-01-31 CCI HET EXR UST RHT O YUM SPG MCD ERIE EXC DOC CNP DUK PG
2019-02-28 HET ENPH EOG TTD ETSY FNMA FMCC RHT CCI DXCM CIEN SSP ERIE XLNX CMG
2019-03-29 HET TTD FNMA ENPH FMCC CCI ETSY RHT CMG JNJ FTNT AVGO CDNS ERIE SSP
2019-04-30 HET TTD ENPH CVNA FMCC FNMA CCI ETSY AMD AVP SNPS ANF VEEV CDNS PAYC
2019-05-31 CCI EXR HET ERIE VRT SAF HSY UST MDLZ PEP SO WRB SBUX ECL YUM
2019-06-28 HET ENPH FNMA FMCC AVP TTD CCI ERIE VEEV SNPS PAYC AMD MTCH CVNA XRX
2019-07-31 HET ENPH TTD AVP CCI VEEV ERIE PAYC MTCH CVNA MKTX CDNS FICO BALL SBUX
2019-08-30 HET ENPH AVP CCI SEDG MKTX BALL MTCH SBUX CVNA SBAC HSY PODD NCC ERIE
2019-09-30 HET ENPH SEDG CSCO AVP NCC CCI PODD MKTX FNMA FMCC GNRC TER BLDR BALL
2019-10-31 HET ENPH AVP SEDG CSCO CCI PODD FNMA GNRC FMCC BLDR KLAC KBH LRCX TER
2019-11-29 HET ENPH AVP CSCO BLDR NCC GNRC SEDG CVNA PODD LITE KLAC CCI DXCM LRCX
2019-12-31 HET ENPH XRX CVNA THC AVP BLDR QRVO SEDG MCHP CCI PODD LRCX KLAC TER
2020-01-31 HET TSLA ENPH XRX PODD CCI SEDG LLY CVNA MCHP AVP BLDR GNRC AAPL APO
2020-02-28 HET CCI EXR TE SAF UST TYL JNJ DGX PEP KMB KO RMD FII LM
2020-03-31 EXR CCI TE UST NCC GEN AMT BMY KR DXCM TYL VZ REGN CLX COST
2020-04-30 EXR CCI UST TE GEN AMT NCC REGN BMY DXCM KR CLX VZ AMZN DG
2020-05-29 EXR CCI TE UST GEN AMT NCC REGN DXCM CLX BMY EBAY AMZN WST BIO
2020-06-30 CCI AMT UST EXR TE EBAY CLX DG TSLA GIS REGN ABBV K CNXT AAPL
2020-07-31 BBBY MRNA TSLA DXCM NVDA SEDG REGN ETSY CVNA NEM ENPH CCI AMD WST PYPL
2020-08-31 BBBY TSLA MRNA ENPH AMD NVDA ETSY CVNA RRC DXCM SEDG AAPL EQT XYZ GNRC
2020-09-30 BBBY TSLA ENPH PENN CVNA TUP MRNA SEDG XYZ ETSY AMD DDOG NVDA TTD CZR
2020-10-30 BBBY TSLA TUP ENPH PENN SEDG CVNA XYZ MRNA DDOG BBWI ETSY CRWD TTD NVDA
2020-11-30 BBBY TSLA TUP ENPH GME MRNA TTD NOW SEDG XYZ ETSY CVNA PENN FCX GNRC
2020-12-31 TUP TSLA BBBY ENPH MRNA GME PENN NOW SEDG XYZ TTD ETSY CRWD BBWI CVNA
2021-01-29 GME ENPH BBBY TSLA MRNA NOW TUP ETSY CRWD SEDG CCI PENN CVNA TTD XYZ
2021-02-26 GME TUP NOW MRNA CCI ENPH CPRI VIAC TPR DDS NBR PENN BBBY QEP WBD
2021-03-31 GME TUP BBBY NBR PENN VIAC TPL MRNA ETSY KSS CPRI CLF QEP CAR ENPH
2021-04-30 GME TUP NBR VIAC TPL CAR QEP CRM BBWI MRNA PENN CLF COTY KSS CPRI
2021-05-28 GME DDS CAR CRM TUP TPL XEC MTW FCX BBWI THC TDC IVZ CLF LPX
2021-06-30 GME DDS ANF RRC BBWI MRNA CAR TPL RRD TDC XEC NAVI BBBY BX NBR
2021-07-30 GME DDS RRD NUE MRNA CAR BBWI MBI BX MDP STLD ANF NAVI TPL TDC
2021-08-31 GME DDS MRNA RRD KKR MDP CLF BX NUE NAVI SBNY XEC FTNT ASO IT
2021-09-30 GME MRNA RRD KKR DDS RRC MDP MRO DVN CAR BX JWN M TRGP IT
2021-10-29 GME MRNA DDS RRC KKR RRD MRO DVN CAR JWN MDP M MUR BX TRGP
2021-11-30 GME CAR DDS RRD TSLA BX MRNA NVDA MDP DVN MRO AMD JWN RRC WFC
2021-12-31 CAR GME RRD DDS BLDR ON BX DVN MRO TSLA JWN NVDA AMD WFC M
2022-01-31 EXR RRD AMT ABX ABBV EXC HSY PEP CCI MO MCD FE PPL PLD SO
2022-02-28 EXR RRD ABX AMT ABBV MCK EXC MCD COR GD HSY CVX TRGP MO NI
2022-03-31 EXR AMT RRD ABBV ABX TRGP MCK EXC CCI BMY COR SRE NI ED FE
2022-04-29 EXR AMT ABX CCI BMY MCK HSY SRE ABBV EXC TRGP KO ED WMB VRTX
2022-05-31 EXR AMT CCI ABX FHN BMY ED AMGN MRK EXC WRB NI CNP MCK AEP
2022-06-30 EXR AMT CCI ABX BMY FHN AMGN ED JNJ MCK WRB D ATO ABBV MRK
2022-07-29 EXR AMT CCI ABX AMGN FHN BMY JNJ MCK ED ABBV MRK MCD ATO LW
2022-08-31 EXR AMT CCI ABX MCK AMGN FHN CPB PEP GIS KO HSY MCD LW K
2022-09-30 EXR AMT CCI ABX FHN HSY ERIE MCK GIS SJM K LW CPB GPC PEP
2022-10-31 EXR AMT CCI ABX FHN TKO HSY CI MCK LW SJM GIS ERIE CPB MRK
2022-11-30 UCL FSLR T DYN TPL SMCI CF HES ODP FTI OXY ERIE ENPH CAH DVN
2022-12-30 FSLR SMCI UCL FTI HES T TPL ODP APA MPC OXY COP SLB MUR HP
2023-01-31 UCL T FSLR FTI HES ODP STLD SMCI TPL DDS MPC ATI FLR CEG AXON
2023-02-28 UCL T FTI FSLR HES SMCI STLD ODP OI ASO AXON FLR URI TEX DYN
2023-03-31 UCL SMCI VLO FSLR FTI OI MTW AXON TEX HES PSX FIX FICO STLD COTY
2023-04-28 UCL FSLR SMCI META NVDA AXON FICO VLO LVS WYNN COTY GE FTI PHM ASO
2023-05-31 EXR AMT CCI ABX LW PHM MCD V HSY KO MO PEP GIS WMT MNST
2023-06-30 SMCI CVNA NVDA H RCL BLDR VRT FSLR PLTR META GE UCL NFLX CCL UBER
2023-07-31 SMCI CVNA H NVDA RCL PLTR VRT META BLDR CCL TTD AVGO UBER APP PHM
2023-08-31 CVNA SMCI UCL APP VRT NVDA PLTR ANF BLDR RCL PHM META AVGO LLY NOW
2023-09-29 EXR CCI V MO MA MRSH BRK-B VRSK MCD L JPM EMR ROP NTAP MEDI
2023-10-31 EXR CCI V CBOE AFL CME MRSH CSCO ROP L BRK-B LIN VRSK CVG RSG
2023-11-30 CVNA ANF VRT APP GPS COIN SMCI META DAL FNMA NVDA FTI DELL PLTR WSM
2023-12-29 CVNA COIN ANF FNMA VRT GPS APP FMCC CRWD SMCI NVDA DAL PLTR META X
2024-01-31 ANF FNMA VRT CVNA SMCI FMCC CRWD APP COIN NVDA ANET DAL GPS DELL ABX
2024-02-29 SMCI ANF ADCT GE CVNA VRT COIN FNMA CRWD DYN NVDA APP FMCC META DELL
2024-03-28 SMCI ADCT CVNA COIN GE ANF VRT DYN FNMA APP FMCC NVDA GPS VST CRWD
2024-04-30 CVNA SMCI ADCT ANF DYN COIN VRT GE APP NVDA VST FNMA FMCC WSM DELL
2024-05-31 CVNA ANF ADCT SMCI VRT VST FNMA DYN FMCC APP NVDA COIN DELL HOOD EME
2024-06-28 ANF SMCI CVNA VST DYN NVDA VRT APP FMCC DELL FNMA GPS CEG COIN HOOD
2024-07-31 CVNA ANF NVDA VST DYN APP VRT LU COIN LUMN HOOD FMCC DELL FNMA THC
2024-08-30 LUMN DYN CVNA ANF NVDA VST PBI THC NRG GDDY MMM PANW APP HWM EXR
2024-09-30 LUMN DYN CVNA NVDA APP VST PBI ANF THC COHR PLTR EXR CEG PANW KKR
2024-10-31 LUMN CVNA APP DYN NVDA VST COHR PLTR ADCT THC KKR FICO CEG PBI EXR
2024-11-29 LUMN CVNA APP PLTR WYNN TPL VST HOOD AXON FMCC COHR FNMA NVDA UAL FICO
2024-12-31 APP LUMN PLTR FMCC CVNA FNMA VST WYNN LB AXON UAL HOOD TPL TSLA VRT
2025-01-31 APP FMCC PLTR FNMA CVNA HOOD LUMN VST WYNN UAL AXON IBKR ALK TSLA TPL
2025-02-28 FNMA FMCC APP PLTR HOOD WYNN CVNA UAL VST TPL ALK TPR ECHO PBI RCL
2025-03-31 EXR AMT CA VRSN BRO FOX V MO EVRG FOXA AON RSG CME CAH MRSH
2025-04-30 EXR AMT CA CNP MO VRSN CME ATO WEC EVRG COR EXC PNW DUK MCK
2025-05-30 EXR AMT CA PM CNP CME MO RSG BUD CAH MNST ATO VRSN WEC MCK
2025-06-30 FNMA FMCC HOOD PLTR APP GILD GEV CVNA NRG UBER HWM CAR AXON PBI LB
2025-07-31 HOOD FNMA PLTR FMCC GEV APP GILD CVNA CAR NRG UBER UCL TPR SMCI FIX
2025-08-29 HOOD FNMA FMCC PLTR UCL APP GEV CAR FIX ECHO LITE CVNA STX SSP SEDG
2025-09-30 FNMA FMCC HOOD APP ECHO PLTR STX WDC LITE FIX ADCT GEV CIEN AVGO CAR
2025-10-31 FMCC HOOD FNMA ECHO MU LITE APP WDC STX TE CIEN SEDG WBD ADCT PLTR
2025-11-28 ECHO LITE HOOD WDC MU TE STX CIEN NKTR WBD KSS SEDG AVGO FMCC LRCX
2025-12-31 LITE TE ECHO WDC MU GILD CIEN STX WBD NKTR HOOD KSS NEM FNMA FIX
2026-01-30 TE LITE ECHO MU WDC GILD STX CIEN WBD LRCX ALB SSP INTC NEM NKTR
2026-02-27 LITE TE WDC MU CIEN STX GILD COHR LRCX ECHO FIX VIAV TER WBD SSP
2026-03-31 EXR CCI AMT ABI PCS CAM CA EA WBD JNJ BHF UST ATO FE DUK
2026-04-30 LITE WDC CIEN MU STX VIAV COHR GILD ECHO SSP NBR TER FIX ALB INTC
2026-05-29 LITE MU WDC STX CIEN VIAV INTC ECHO TE GILD DELL COHR AMD TER GLW
2026-06-26 MU WDC LITE STX INTC CIEN TE VIAV DELL DD MRVL AMD TER GLW COHR
Scoring script (python)
# Auto-generated (mutate) variant 1090 — regime-momentum-quality-value sweep point.
FORMULA_NAME = "regime-momentum-quality-value (mutate v1090)"
LOGIC_VARIANT_COUNT = 2
NOTES = "mode=exploit; family=regime-momentum-quality-value. Auto (mutate); variant=1090."

BULL = {"momentum_12_1_pct": (0.258, +1), "return_6m_pct": (0.287, +1), "eps_growth_pct": (0.148, +1),
        "free_cash_flow_margin_pct": (0.09, +1), "forward_pe": (0.078, -1), "peg": (0.053, -1)}
RISK_OFF = {"realized_vol_3m": (0.339, -1), "free_cash_flow_margin_pct": (0.09, +1),
            "operating_margin_pct": (0.10, +1), "forward_pe": (0.078, -1), "peg": (0.053, -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