exp_1091

regime-momentum-quality-value (mutate v1091)

← All V2 experiments
Relative return
1.286x
Excess vs bench
28.60%
Benchmark
CAPW_UNIV
Rolling windows
179 · monthly
Mean strategy gain
47.18%
Mean benchmark gain
14.08%
Mean excess gain
33.09%
Dispersion (ref)
20.33%
Win-rate vs bench (ref)
100.00%
Worst / best ratio (ref)
1.056x / 1.599x
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 37.40% 13.74% 1.208x
2016-07-01 … 2021-06-30 85.03% 20.63% 1.534x
2021-07-01 … 2026-06-26 47.19% 15.48% 1.275x
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 19.87% 1.79% 1.178x
2 2006-08-31 … 2011-08-31 17.36% 0.21% 1.171x
3 2006-09-29 … 2011-08-31 14.50% -0.14% 1.147x
4 2006-10-31 … 2011-10-31 13.16% 0.23% 1.129x
5 2006-11-30 … 2011-11-30 12.00% -0.05% 1.121x
6 2006-12-29 … 2011-11-30 11.99% -0.32% 1.124x
7 2007-01-31 … 2012-01-31 11.31% 0.93% 1.103x
8 2007-02-28 … 2012-01-31 10.27% 1.43% 1.087x
9 2007-03-30 … 2012-03-30 12.28% 3.09% 1.089x
10 2007-04-30 … 2012-04-30 12.53% 2.42% 1.099x
11 2007-05-31 … 2012-05-31 9.22% 0.60% 1.086x
12 2007-06-29 … 2012-06-29 7.72% 1.92% 1.057x
13 2007-07-31 … 2012-07-31 8.46% 2.69% 1.056x
14 2007-08-31 … 2012-08-31 10.00% 2.95% 1.069x
15 2007-09-28 … 2012-09-28 9.49% 3.20% 1.061x
16 2007-10-31 … 2012-10-31 9.81% 2.60% 1.070x
17 2007-11-30 … 2012-11-30 10.09% 3.45% 1.064x
18 2007-12-31 … 2012-12-31 10.09% 3.69% 1.062x
19 2008-01-31 … 2013-01-31 13.14% 5.85% 1.069x
20 2008-02-29 … 2013-02-28 13.04% 6.82% 1.058x
21 2008-03-31 … 2013-03-28 14.39% 7.73% 1.062x
22 2008-04-30 … 2013-04-30 16.01% 7.51% 1.079x
23 2008-05-30 … 2013-04-30 14.85% 7.81% 1.065x
24 2008-06-30 … 2013-06-28 20.56% 9.33% 1.103x
25 2008-07-31 … 2013-07-31 25.20% 10.48% 1.133x
26 2008-08-29 … 2013-07-31 25.51% 10.52% 1.136x
27 2008-09-30 … 2013-09-30 31.56% 11.48% 1.180x
28 2008-10-31 … 2013-10-31 39.29% 15.76% 1.203x
29 2008-11-28 … 2013-10-31 41.17% 17.46% 1.202x
30 2008-12-31 … 2013-12-31 43.84% 18.44% 1.214x
31 2009-01-30 … 2013-12-31 45.54% 20.64% 1.206x
32 2009-02-27 … 2014-01-31 48.22% 21.63% 1.219x
33 2009-03-31 … 2014-03-31 49.43% 20.60% 1.239x
34 2009-04-30 … 2014-04-30 47.50% 19.00% 1.239x
35 2009-05-29 … 2014-04-30 49.76% 18.32% 1.266x
36 2009-06-30 … 2014-06-30 51.06% 19.01% 1.269x
37 2009-07-31 … 2014-07-31 47.24% 17.39% 1.254x
38 2009-08-31 … 2014-08-29 46.96% 17.70% 1.249x
39 2009-09-30 … 2014-09-30 42.04% 16.64% 1.218x
40 2009-10-30 … 2014-09-30 46.02% 17.08% 1.247x
41 2009-11-30 … 2014-11-28 41.39% 16.82% 1.210x
42 2009-12-31 … 2014-12-31 39.86% 16.28% 1.203x
43 2010-01-29 … 2014-12-31 41.85% 17.23% 1.210x
44 2010-02-26 … 2015-01-30 40.56% 15.80% 1.214x
45 2010-03-31 … 2015-03-31 39.60% 15.40% 1.210x
46 2010-04-30 … 2015-04-30 36.98% 15.38% 1.187x
47 2010-05-28 … 2015-04-30 39.88% 17.09% 1.195x
48 2010-06-30 … 2015-06-30 45.27% 17.45% 1.237x
49 2010-07-30 … 2015-06-30 44.87% 16.43% 1.244x
50 2010-08-31 … 2015-08-31 40.40% 15.76% 1.213x
51 2010-09-30 … 2015-09-30 37.60% 13.61% 1.211x
52 2010-10-29 … 2015-09-30 36.93% 13.06% 1.211x
53 2010-11-30 … 2015-11-30 37.01% 15.09% 1.191x
54 2010-12-31 … 2015-12-31 35.93% 13.55% 1.197x
55 2011-01-31 … 2016-01-29 34.00% 11.90% 1.197x
56 2011-02-28 … 2016-01-29 33.65% 11.53% 1.198x
57 2011-03-31 … 2016-03-31 34.29% 12.90% 1.189x
58 2011-04-29 … 2016-04-29 32.91% 12.39% 1.183x
59 2011-05-31 … 2016-05-31 35.27% 12.94% 1.198x
60 2011-06-30 … 2016-06-30 35.57% 13.30% 1.197x
61 2011-07-29 … 2016-07-29 40.20% 14.52% 1.224x
62 2011-08-31 … 2016-08-31 41.89% 15.19% 1.232x
63 2011-09-30 … 2016-09-30 42.46% 16.32% 1.225x
64 2011-10-31 … 2016-10-31 41.04% 14.02% 1.237x
65 2011-11-30 … 2016-11-30 44.60% 14.66% 1.261x
66 2011-12-30 … 2016-12-30 44.51% 14.92% 1.257x
67 2012-01-31 … 2017-01-31 45.80% 14.63% 1.272x
68 2012-02-29 … 2017-02-28 44.96% 14.78% 1.263x
69 2012-03-30 … 2017-02-28 44.72% 14.43% 1.265x
70 2012-04-30 … 2017-04-28 40.97% 14.61% 1.230x
71 2012-05-31 … 2017-05-31 44.69% 15.98% 1.247x
72 2012-06-29 … 2017-05-31 45.39% 15.44% 1.259x
73 2012-07-31 … 2017-07-31 45.67% 15.43% 1.262x
74 2012-08-31 … 2017-08-31 46.27% 15.12% 1.271x
75 2012-09-28 … 2017-08-31 45.82% 14.77% 1.270x
76 2012-10-31 … 2017-10-31 50.74% 16.12% 1.298x
77 2012-11-30 … 2017-11-30 50.91% 16.79% 1.292x
78 2012-12-31 … 2017-12-29 49.57% 16.93% 1.279x
79 2013-01-31 … 2018-01-31 50.91% 17.57% 1.284x
80 2013-02-28 … 2018-02-28 52.36% 16.21% 1.311x
81 2013-03-28 … 2018-02-28 51.32% 15.81% 1.307x
82 2013-04-30 … 2018-04-30 47.05% 14.25% 1.287x
83 2013-05-31 … 2018-05-31 38.80% 14.57% 1.212x
84 2013-06-28 … 2018-05-31 41.95% 14.97% 1.235x
85 2013-07-31 … 2018-07-31 40.96% 14.83% 1.228x
86 2013-08-30 … 2018-07-31 42.17% 15.59% 1.230x
87 2013-09-30 … 2018-09-28 41.86% 15.84% 1.225x
88 2013-10-31 … 2018-10-31 33.04% 12.89% 1.179x
89 2013-11-29 … 2018-10-31 32.87% 12.60% 1.180x
90 2013-12-31 … 2018-12-31 31.33% 9.93% 1.195x
91 2014-01-31 … 2019-01-31 32.22% 12.37% 1.177x
92 2014-02-28 … 2019-02-28 29.75% 12.38% 1.155x
93 2014-03-31 … 2019-03-29 31.96% 12.76% 1.170x
94 2014-04-30 … 2019-04-30 33.85% 13.73% 1.177x
95 2014-05-30 … 2019-04-30 33.70% 13.54% 1.177x
96 2014-06-30 … 2019-06-28 34.89% 12.81% 1.196x
97 2014-07-31 … 2019-07-31 36.58% 13.30% 1.205x
98 2014-08-29 … 2019-07-31 36.46% 12.80% 1.210x
99 2014-09-30 … 2019-09-30 38.50% 12.70% 1.229x
100 2014-10-31 … 2019-10-31 38.92% 12.91% 1.230x
101 2014-11-28 … 2019-10-31 38.69% 12.60% 1.232x
102 2014-12-31 … 2019-12-31 40.88% 14.16% 1.234x
103 2015-01-30 … 2019-12-31 40.77% 14.85% 1.226x
104 2015-02-27 … 2020-01-31 40.35% 14.04% 1.231x
105 2015-03-31 … 2020-03-31 38.97% 8.56% 1.280x
106 2015-04-30 … 2020-04-30 43.56% 11.65% 1.286x
107 2015-05-29 … 2020-05-29 41.76% 12.61% 1.259x
108 2015-06-30 … 2020-06-30 41.56% 13.64% 1.246x
109 2015-07-31 … 2020-07-31 43.50% 14.60% 1.252x
110 2015-08-31 … 2020-08-31 49.02% 18.07% 1.262x
111 2015-09-30 … 2020-09-30 48.35% 17.05% 1.267x
112 2015-10-30 … 2020-10-30 43.65% 14.60% 1.254x
113 2015-11-30 … 2020-11-30 54.13% 17.43% 1.312x
114 2015-12-31 … 2020-12-31 55.51% 18.65% 1.311x
115 2016-01-29 … 2021-01-29 90.66% 19.26% 1.599x
116 2016-02-29 … 2021-02-26 85.78% 19.79% 1.551x
117 2016-03-31 … 2021-03-31 87.23% 19.42% 1.568x
118 2016-04-29 … 2021-03-31 89.03% 19.66% 1.580x
119 2016-05-31 … 2021-05-28 87.28% 20.42% 1.555x
120 2016-06-30 … 2021-06-30 86.93% 21.06% 1.544x
121 2016-07-29 … 2021-06-30 85.03% 20.63% 1.534x
122 2016-08-31 … 2021-08-31 85.97% 21.75% 1.527x
123 2016-09-30 … 2021-09-30 81.18% 20.22% 1.507x
124 2016-10-31 … 2021-10-29 87.19% 22.50% 1.528x
125 2016-11-30 … 2021-11-30 85.52% 21.87% 1.522x
126 2016-12-30 … 2021-11-30 86.17% 21.75% 1.529x
127 2017-01-31 … 2022-01-31 75.02% 20.17% 1.456x
128 2017-02-28 … 2022-02-28 73.73% 18.51% 1.466x
129 2017-03-31 … 2022-03-31 77.14% 19.46% 1.483x
130 2017-04-28 … 2022-03-31 78.83% 19.46% 1.497x
131 2017-05-31 … 2022-05-31 74.04% 15.59% 1.506x
132 2017-06-30 … 2022-06-30 73.26% 13.08% 1.532x
133 2017-07-31 … 2022-07-29 72.25% 15.16% 1.496x
134 2017-08-31 … 2022-08-31 68.64% 13.72% 1.483x
135 2017-09-29 … 2022-08-31 68.48% 13.56% 1.484x
136 2017-10-31 … 2022-10-31 61.21% 11.86% 1.441x
137 2017-11-30 … 2022-11-30 61.00% 12.52% 1.431x
138 2017-12-29 … 2022-11-30 62.13% 12.46% 1.442x
139 2018-01-31 … 2023-01-31 55.33% 11.01% 1.399x
140 2018-02-28 … 2023-02-28 53.02% 11.03% 1.378x
141 2018-03-29 … 2023-02-28 54.04% 11.72% 1.379x
142 2018-04-30 … 2023-04-28 52.93% 13.01% 1.353x
143 2018-05-31 … 2023-05-31 55.18% 12.95% 1.374x
144 2018-06-29 … 2023-05-31 54.10% 13.01% 1.364x
145 2018-07-31 … 2023-07-31 59.04% 14.67% 1.387x
146 2018-08-31 … 2023-08-31 56.56% 13.51% 1.379x
147 2018-09-28 … 2023-08-31 56.29% 13.56% 1.376x
148 2018-10-31 … 2023-10-31 56.66% 12.60% 1.391x
149 2018-11-30 … 2023-11-30 58.46% 14.58% 1.383x
150 2018-12-31 … 2023-12-29 65.23% 17.26% 1.409x
151 2019-01-31 … 2024-01-31 65.38% 16.27% 1.422x
152 2019-02-28 … 2024-01-31 65.32% 15.94% 1.426x
153 2019-03-29 … 2024-03-28 77.39% 17.50% 1.510x
154 2019-04-30 … 2024-04-30 74.56% 15.50% 1.511x
155 2019-05-31 … 2024-05-31 76.93% 18.12% 1.498x
156 2019-06-28 … 2024-06-28 74.72% 17.99% 1.481x
157 2019-07-31 … 2024-07-31 70.20% 17.70% 1.446x
158 2019-08-30 … 2024-08-30 69.13% 18.41% 1.428x
159 2019-09-30 … 2024-09-30 72.48% 18.65% 1.454x
160 2019-10-31 … 2024-10-31 73.00% 17.87% 1.468x
161 2019-11-29 … 2024-11-29 77.41% 18.64% 1.495x
162 2019-12-31 … 2024-12-31 69.27% 17.62% 1.439x
163 2020-01-31 … 2025-01-31 74.25% 18.07% 1.476x
164 2020-02-28 … 2025-02-28 71.12% 19.00% 1.438x
165 2020-03-31 … 2025-03-31 68.84% 19.24% 1.416x
166 2020-04-30 … 2025-04-30 64.55% 16.49% 1.413x
167 2020-05-29 … 2025-04-30 64.60% 15.80% 1.421x
168 2020-06-30 … 2025-06-30 62.32% 18.19% 1.373x
169 2020-07-31 … 2025-07-31 61.04% 17.87% 1.366x
170 2020-08-31 … 2025-08-29 59.86% 16.69% 1.370x
171 2020-09-30 … 2025-09-30 64.74% 18.57% 1.389x
172 2020-10-30 … 2025-09-30 68.40% 19.43% 1.410x
173 2020-11-30 … 2025-11-28 57.66% 17.77% 1.339x
174 2020-12-31 … 2025-12-31 60.13% 16.92% 1.370x
175 2021-01-29 … 2025-12-31 37.93% 17.20% 1.177x
176 2021-02-26 … 2026-01-30 44.74% 17.04% 1.237x
177 2021-03-31 … 2026-03-31 42.94% 14.07% 1.253x
178 2021-04-30 … 2026-04-30 43.24% 16.03% 1.235x
179 2021-05-28 … 2026-04-30 43.09% 16.22% 1.231x
Notes
mode=exploit; family=regime-momentum-quality-value. Auto (mutate); variant=1091.
Lesson notes
#106 · 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 1.056201, dispersion 20.3323%.
Monthly picks — top stocks selected each month (whole timeline)
timeline — 240 months · top 15 each
Month 123456789101112131415
2006-07-31 USB LH JNJ CPQ KO BRK-B SLG PEP CPB ES GL ATO DGX ETR NEE
2006-08-31 MNST MAY ILMN AKAM ATI ADM EME NUE SLG DECK LVS STLD TEX GRMN AT
2006-09-29 MAY ILMN AKAM MNST LVS AAL AT BKNG EME ATI TEX DECK DLR MTW ADM
2006-10-31 MAY AKAM DECK MNST BKNG ILMN AT ATI LVS ALGN BMET EME INCLF AAL NVDA
2006-11-30 MAY ILMN ICE ATI AKAM DECK MTW ALGN AT UAA NVDA REGN GRMN ALB BMET
2006-12-29 MAY ICE ILMN AKAM ATI ALGN AT MTW NVDA DECK LVS BMET WST ALB EQIX
2007-01-31 MAY ICE AT AKAM ALGN BMET BKNG ALXN KMX LVS MGM ATI GT WYNN DECK
2007-02-28 MAY ICE ALGN CF MGM ATI GT AKAM ALB DECK BKNG AT KMX LVS STLD
2007-03-30 MAY CF GT ICE BKNG MGM ATI DLX MOS ALB TEX CE TPL STLD ANDV
2007-04-30 MAY GT CF BKNG ALGN ANDV MOS OI ICE INCY DLX CLF NRG TEX MGM
2007-05-31 MAY ALGN GT CF MA CLF FSLR ICE DECK DLX OI ANDV MOS AMZN ON
2007-06-29 MAY CF GT ALGN MA KMG 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 JEC
2007-08-31 ALGN CF KMG AMZN OI MA AL ISRG DECK MOS CMI AXON MAY GME JEC
2007-09-28 CF KMG AMZN MOS OI GRMN AL MPWR NOV BKNG CMG ISRG GME CMI AXON
2007-10-31 CF MOS ISRG KMG MPWR NOV GRMN OI AL AMZN GME CMG WYNN BKNG DECK
2007-11-30 FSLR CF ISRG MOS BKNG DECK BBBY CMG AL GRMN JEC OI NOV GME MNST
2007-12-31 CVG PENN JNJ CL PG MO AEE KO PEP CLX ED SO WEC ELV D
2008-01-31 MAY JNJ CVG CL PG MO SO ATO CLX KO DGX WEC LH KMB ABT
2008-02-29 MAY CVG JNJ PG CHD CL MO KO KMB MEE WMT ABT SO LMT MDT
2008-03-31 MAY CVG PG JNJ MEE CL CHD KO KMB HRL MO SWN AFL WEC GIS
2008-04-30 MAY CVG MEE JNJ CHD PG KO ESV WMT WEC KMB SWN AWK GD BRK-B
2008-05-30 FSLR MOS CF MEE MA CLF ILMN ESV SWN BKNG PRGO HP RRC FLS ISRG
2008-06-30 SW MAY MEE ESV TTWO SWN JNJ BAX BTUUQ MKC FMC CHD SO FE XEL
2008-07-31 SWN ESV MAY BCR MEE DF BTUUQ APOL ATGE EW CELG FDO FI JNJ HRS
2008-08-29 SWN MOS CLF ESV BCR FSLR CF MEE DF APOL ATGE BTUUQ CELG FI FDO
2008-09-30 SWN BCR DF FDO CELG GIS APOL ATGE FI ESV HRS EDS HCBK CEPH BIG
2008-10-31 WWY GIS SWN CHD CPB CLX ABT BCR MKC LDOS CAG BAX ED TECH DF
2008-11-28 GIS CHD CLX DLTR ABT KR WMT MCD ED CPB CASY SWN LDOS LH TECH
2008-12-31 LDOS CHD GIS DLTR ABT MCD CLX KR WMT ED AON AJG LH BMY HSY
2009-01-30 MCD LDOS ED ABT EW GIS AMGN CHD HET DLTR WEC GILD MKC HSY AJG
2009-02-27 HET ED LDOS EW PCG XEL WEC MCD GIS JNJ CHD AMGN ABT MKC HSY
2009-03-31 AZO HET ED EW PCG XEL CHD WEC LDOS MCD DLTR NFLX HRL CPB VTRS
2009-04-30 AZO NFLX HET ED MNST XEL PCG CLX BR CHD WEC MCD DGX SNPS CMS
2009-05-29 ORLY HRL AZO DLTR HET DGX BKNG ROST EW PCG IBM MCD JNJ ED CLX
2009-06-30 CAR AN FHN NFLX ORLY F PALM MBI MKTX TSCO DLTR TYL AZO TLAB WBD
2009-07-31 CAR AN F PALM BLDR ORLY NFLX FHN WBD CMG SWKS ULTA MNST FFIV KMX
2009-08-31 CAR F PALM AN MU BKNG NFLX WBD ORLY CMG BLDR VRTX SNDK SWKS ASH
2009-09-30 CAR PALM BKNG SW GNW WBD MU SNDK AAPL MTG DISCA WDC ASH MRVL AN
2009-10-30 CAR SW GNW PALM BC BKNG KMG HIG F SNDK DDS SSP GGP WSM UIS
2009-11-30 CAR GNW KMG UIS SW BC GGP DDS SSP THC STX SNDK ASH PALM LULU
2009-12-31 CAR GGP SANM DDS UIS SSP LPX SW THC AMD KMG LULU WFM F GNW
2010-01-29 CAR SANM GNW GGP AMD UIS F THC SW SSP LULU STX BC ASH DDS
2010-02-26 CAR SANM GNW UIS ASH GGP UAL LVS F INCY FITB SSP LULU CLF DDS
2010-03-31 CAR SANM GNW UIS INCY MAC LYV GGP MTG UAL F LVS SSP CLF DDR
2010-04-30 GNW INCY SANM UAL CAR MTG LYV GGP SSP WLL ETFC DDS VIAV SMCI FITB
2010-05-28 UAL SSP BC SANM ETFC INCY VSTNQ GGP AAL WLL MTG DDS LULU NFLX LYV
2010-06-30 ETFC UST CVG CPB KMB DLTR CLX PG MCD COR AZO SO ED HRL MKC
2010-07-30 SW CVG ETFC UST KMB AZO CASY CLX CPB HRL DLTR MO SO PG MCD
2010-08-31 CPQ CVG AZO ETFC LUMN CASY MCD UST MO KMB CLX CPB ERIE SW CCU
2010-09-30 ETFC NFLX AKAM FFIV UAL VSTNQ NTAP BKNG CCU LVS AAL VRTS CMI WLL INCY
2010-10-29 ETFC UAL NFLX AAL LVS FFIV INCY BKNG NTAP WLL MBI CMG AKAM VRTS ACAS
2010-11-30 ETFC UAL LVS NFLX MBI AAL FFIV CMG VRTS BKNG WLL BBWI ACAS FTNT URI
2010-12-31 ETFC LVS NFLX VRTS MBI CMG FFIV ACAS URI WLL BKNG DECK CMI BBWI FTNT
2011-01-31 ETFC MAY ACAS LVS URI NFLX VRTS WLL LULU FFIV IPGP DECK CMI DDS SWKS
2011-02-28 MAY ETFC URI NFLX LULU LVS ACAS IPGP VRTS DDS FTNT HON WLL SWKS UAA
2011-03-31 MAY ETFC IPGP URI VRTS WYNN NFLX FTNT LULU SWKS ACAS NOV CMG UAA ANDV
2011-04-29 MAY IPGP ETFC LULU FTNT WYNN VRTS ANDV URI NFLX ULTA ACAS MU ECHO TMUS
2011-05-31 MAY IPGP ETFC FTNT BKNG LULU ACAS LYB EP URI ANDV GMCR WYNN ABMD REGN
2011-06-30 MAY IPGP ETFC FTNT BKNG VRTS REGN EP URI ULTA LULU DDS ANF ACAS NFLX
2011-07-29 MAY IPGP LULU EP ULTA CTRA VRTS FTNT ABMD WCG COG REGN NFLX GMCR ETFC
2011-08-31 MCD SO UST ED KMB PG D AZO GIS K ABT CAG AEP MDLZ CL
2011-09-30 UST SO ED MCD D KMB AZO PG GIS BMY V AEP K MO DUK
2011-10-31 MCD D SO CVG ED UST AZO V BMY AEP KMB MO PG MSFT ABT
2011-11-30 V ED D MA AEP MCD MSFT MO AMT BMY ISRG AMGN SO DLTR ABT
2011-12-30 V MCD MA ED D MO MSFT BMY AEP ISRG AMT AMGN ABT SO PFE
2012-01-31 GNRC DPZ COG WCG EP ULTA MNST MA DLTR REGN TIN FAST ABMD BIIB VZ
2012-02-29 REGN STX WCG COG URI DPZ ULTA MNST HFC ABMD ADS TYL CBS BIIB FAST
2012-03-30 STX REGN DPZ BLDR MNST AAPL WCG URI ULTA HFC V MA CF COG FAST
2012-04-30 REGN BLDR DPZ AAPL MNST URI STX EQIX ULTA V M ISRG MA VRTS FICO
2012-05-31 REGN BLDR STX AAPL AAL MNST EQIX LULU ORLY ISRG URI V EC TJX BKNG
2012-06-29 REGN BLDR AAL AAPL MNST EQIX STX SHW TJX LEN ROST DHI GPS DLTR V
2012-07-31 AAL BLDR STX LEN REGN MNST EQIX SHW AAPL DG ROST V PHM ALGN GPS
2012-08-31 STX PHM DHI LEN AAL REGN EQIX BLDR GPS SHW URI ALGN LPX ROST AAPL
2012-09-28 PHM BLDR STX DHI LPX LEN LYB GPS ALGN ANDV REGN EQIX KBH URI SHW
2012-10-31 PHM BLDR DHI KBH LEN REGN LPX BBBY EQIX STX LYB WHR ANDV STZ GPS
2012-11-30 BLDR PHM KBH BBBY AAL LPX LEN WHR REGN STZ DHI GNRC ANDV GILD MPC
2012-12-31 REGN PHM LPX BBBY WHR BLDR KBH AAL SW EXPE ANDV DDS GILD LEN OMX
2013-01-31 PHM LPX BLDR BBBY KBH WHR DDS ANDV OMX AXON THC LEN EXPE SW DXC
2013-02-28 OMX LPX PHM NFLX VRTS AXON BBBY GNRC BLDR THC APO EXPE MPC GILD VLO
2013-03-28 OMX NFLX LPX VRTS KKR KBH PHM ANDV THC BBBY CTRA MPC CPAY APO GNRC
2013-04-30 OMX FNMA FMCC NFLX KKR THC ANDV VRTS KBH MTG CAR LPX HRB STZ APO
2013-05-31 FNMA FMCC OMX FSLR NFLX BBBY KBH MTG KKR VRTS APO STZ THC ANDV GILD
2013-06-28 FNMA FMCC OMX BBBY FSLR NFLX TSLA KKR VRTS MTG CPAY GILD SW ANDV MU
2013-07-31 FNMA FMCC OMX TSLA BBBY MTG GME NFLX FSLR SVU KKR MU THC GILD GNW
2013-08-30 OMX FNMA FMCC MTG TSLA BBBY SVU NFLX GME DAL FSLR GNW TRIP BBY META
2013-09-30 OMX TSLA MTG FNMA FMCC NFLX BBBY SVU GME META MU BBY CPAY AXON DAL
2013-10-31 OMX TSLA FNMA FMCC MTG MU FANG NFLX META BBY INCY DAL TRIP FL KATE
2013-11-29 OMX FNMA FMCC MTG TSLA NFLX MU BBY INCY FL DAL META FANG AXON BX
2013-12-31 FNMA FMCC NFLX INCY TSLA MU BBY FL META MTG KATE FANG BX DXCM DAL
2014-01-31 FNMA FMCC INCY TSLA MU TKO DXCM ILMN MTG BX KATE NFLX META AXON PHM
2014-02-28 FNMA FMCC TSLA TKO ILMN AAL INCY MU DXCM META BX PHM FRX MTG DAL
2014-03-31 FNMA FMCC TSLA TKO ILMN RCL META DXCM FRX INCY FANG DAL AAL FSLR MU
2014-04-30 FMCC FNMA TSLA TKO MU FRX FANG ILMN DAL RCL INCY DXCM AAL META URI
2014-05-30 META FRX MU FMCC DAL FANG TSLA ILMN AAL FNMA NXPI INCY SMCI URI SWKS
2014-06-30 META FMCC FNMA FRX AAL FANG DAL ILMN URI MU SWKS TPL LUV SMCI CAR
2014-07-31 META FMCC MU FNMA FANG FRX SWKS TPL TRGP NBR SMCI URI NFX CAR ILMN
2014-08-29 FMCC FNMA LUV MU SWKS CAR URI TPL FANG DAL TRGP AAL SMCI META NFX
2014-09-30 FMCC TPL SWKS FNMA LUV GILD CAR URI ENPH SMCI MU ILMN TRGP NXPI RCL
2014-10-31 MMI PANW SWKS SMCI ENPH LUV TPL MU AVGO RCL GILD META URI ILMN GMCR
2014-11-28 MMI SWKS PANW SMCI LUV EW AVGO ILMN MNST RCL ENPH META EA NXPI GILD
2014-12-31 SWKS LUV PANW EW MMI SMCI EA ENPH MNST AXON RCL GMCR UAL AMGN AAL
2015-01-30 SWKS PANW LUV AXON MMI EW EA MNST SBUX KR AVGO CNC ENPH BBWI SMCI
2015-02-27 SWKS EA PANW LUV SMCI SBUX MMI CNC EW MNST KR AAPL ANDV AVGO ALK
2015-03-31 SWKS SMCI PANW CNC EA MNST SBUX AVGO MMI ANDV INCY EPAM HSP MOH LUV
2015-04-30 SWKS PAYC PANW SBUX EA CNC MMI MNST DXCM AVGO HSP EPAM INCY KMG ABMD
2015-05-29 AXON SWKS PAYC SBUX BLDR PANW DXCM INCY KMG MNST MMI HSP AVGO ABMD FTNT
2015-06-30 SWKS PAYC AXON BTUUQ PANW CNC AVGO INCY BLDR DXCM MMI ABMD SBUX HSP EA
2015-07-31 BLDR PAYC AXON PANW BTUUQ CNC DXCM INCY MNST ABMD MMI EPAM EA COTY SWKS
2015-08-31 GE GILD EBAY V MA MCO CVG CCI MO PSA NVR AMT ED HAS ABMD
2015-09-30 V GE EBAY MA GILD CVG PSA MCO ED UST MO AMT SPG CCI ACGL
2015-10-30 V GE MA GILD MO CVG PSA UST AMT ED CCI SPG BKNG ATO ACGL
2015-11-30 FIX CZR ABMD NFLX AMZN BLDR GE TYL GPN AYI ATVI DXCM TKO CVC EXPE
2015-12-31 GE V GILD MA ABMD PSA MO ATVI CCI GOOGL META MCD JKHY CVG AMT
2016-01-29 GE V MCD GILD PSA KLAC MA ISRG MO ABMD CVG GOOGL UST HRL DHR
2016-02-29 GE SPG GILD V MCD KLAC MO ISRG ED VZ UST PSA MA T CPB
2016-03-31 CZR ABMD GE TSN MAT NVDA EBAY HRL GDDY MKTX KLAC ATVI TTWO ANF META
2016-04-29 TSN ABMD GE CZR NVDA EBAY HRL META EW MKTX DLR TTWO CPB AMD EVRG
2016-05-31 AMD CZR ABMD NVDA WB META EW TSN EVRG GE MTW DLR ULTA MKTX ISRG
2016-06-30 NVDA CLF AMD CZR DXC ABMD EVRG MDR WB AWK DLR OKE GE NEM MKTX
2016-07-29 CLF AMD NVDA WB NEM DXC CZR X DLR ABMD GE MDR WOR AWK ALB
2016-08-31 AMD WB NVDA CLF SPGI NEM X DHR MDR DXC JOY ALB ABMD WPX MKTX
2016-09-30 WB AMD X NVDA SPGI CLF NEM DHR AMAT WPX LITE JOY MDR CNX NAV
2016-10-31 AMD WB X NVDA LITE CNX SPGI WPX DXC DHR JOY NAV AMAT TPL CLF
2016-11-30 AMD X CLF WB NVDA CNX SPGI TPL DHR WPX NAV LITE JOY NEM OKE
2016-12-30 CLF X AMD NVDA FMCC FNMA WB TPL CNX OKE WPX SPGI NAV TRGP NBR
2017-01-31 AMD CLF X NVDA FMCC FNMA TPL TRGP WB NBR FCX WPX NAV URI SPGI
2017-02-28 AMD CLF X NVDA WB URI FNMA FMCC TPL NAV SPGI NBR WPX CSX TRGP
2017-03-31 AMD CLF X NVDA WB NAV URI FMCC FNMA SLM RF CSX ANET WPX BAC
2017-04-28 AMD NVDA X MU KMG NAV ANET STX AMAT DXC SLM WDC IDXX LITE WB
2017-05-31 AMD KMG NVDA X XYZ WB ANET CSX MU LRCX IDXX NAV WDC STX AMAT
2017-06-30 NVDA XYZ WB ANET LITE CSX X TTWO AMAT KMG ADSK LRCX NAV VEEV APO
2017-07-31 NVDA XYZ ANET WB MU LITE ALGN TTWO ZBRA KMG LRCX CSX IDXX VRTX AMAT
2017-08-31 NVDA XYZ NRG TTWO ALGN VRTX WB ANET BA LRCX TPL MU IPGP RCL KMG
2017-09-29 NVDA XYZ TTWO WB IPGP NRG ANET ALGN NCC VRTX TTD BA LRCX MU SEDG
2017-10-31 XYZ NVDA BBBY TTD SEDG TTWO MU NRG ALGN MTW ANET WB LRCX IPGP CZR
2017-11-30 BBBY XYZ SEDG ALGN ENPH ANET NRG IPGP NVDA MU TTWO TTD NVR LRCX PENN
2017-12-29 BBBY ENPH SEDG XYZ ANET WB ALGN NCC NRG IPGP TTWO TWTR FSLR PENN NVR
2018-01-31 BBBY ANET SEDG XYZ ALGN PENN WB CZR NKTR TWTR TTWO FSLR MTCH BLDR IPGP
2018-02-28 NKTR BBBY XYZ SEDG ANET ALGN NVDA WB EC MTCH TWTR ENPH CZR IPGP BA
2018-03-29 NKTR SEDG BBBY ENPH NCC XYZ MTCH ETSY FSLR CCI ANET WB EC ALGN TWTR
2018-04-30 CCI NKTR V SPG MA KDP HET BKNG ADBE AMGN SPGI PANW YUM INTU EXR
2018-05-31 ENPH NKTR SEDG CVNA EC CCI ETSY AXON HET TKO MTCH THC BBBY TPL MU
2018-06-29 ENPH NKTR TKO HET AXON CCI MU SEDG XYZ ETSY NFLX TPL EC THC ALGN
2018-07-31 ENPH TKO HET ETSY AXON NKTR CCI CVNA THC ANF XYZ SEDG MU TPL TWTR
2018-08-31 ENPH HET TKO CVNA AXON CCI ETSY XYZ TTD LULU THC EC NKTR ABMD SVU
2018-09-28 HET CVNA TKO XYZ TTD CCI DXCM AXON ETSY AMD ENPH LULU ABMD FTNT UIS
2018-10-31 CCI HET EXR SPG DXCM EVHC MKC ABMD V TKO YUM KDP TJX HCA MRK
2018-11-30 CCI HET EXR MKC SPG MRK KMG ESRX KDP YUM HCA SAF O AET MCD
2018-12-31 CCI HET EXR AET UST MRK MKC YUM KDP VRT MCD ESRX SPG CME EXC
2019-01-31 CCI HET EXR UST SPG RHT O YUM MCD ERIE EXC CNP DOC DUK ES
2019-02-28 HET CCI ENPH TTD ETSY DXCM EOG FNMA RHT FMCC TKO CIEN AMD CMG KEYS
2019-03-29 HET TTD CCI ETSY ENPH FNMA FMCC TKO CMG RHT AMD FTNT SSP CDNS CVNA
2019-04-30 HET TTD CCI ENPH CVNA AMD ETSY FMCC FNMA TKO VEEV SSP SNPS AVP KEYS
2019-05-31 CCI EXR HET VRT SAF ERIE SBUX V UST MDLZ HSY WRB ECL PEP VRSK
2019-06-28 HET ENPH CCI FNMA FMCC TTD AVP VEEV PAYC ERIE MTCH AMD SNPS BALL CVNA
2019-07-31 HET ENPH CCI TTD AVP VEEV ERIE PAYC MTCH MKTX BALL CDNS CVNA SBUX FICO
2019-08-30 HET ENPH CCI AVP MKTX SBUX BALL NCC SEDG ERIE MTCH TTD SBAC CMG HSY
2019-09-30 HET ENPH CCI SEDG AVP NCC CSCO MKTX FNMA FMCC PODD BALL HSY CMG SBUX
2019-10-31 HET ENPH CCI AVP FNMA SEDG FMCC CSCO PODD BLDR GNRC KLAC KBH LRCX TER
2019-11-29 HET ENPH CCI AVP SEDG FNMA NCC CSCO CVNA FMCC GNRC BLDR PODD KLAC LRCX
2019-12-31 HET ENPH CCI AVP CVNA XRX BLDR SEDG PODD FNMA THC FMCC LRCX TER QRVO
2020-01-31 HET CCI ENPH TSLA CVNA PODD AVP SEDG XRX BLDR GNRC AAPL QRVO TER APO
2020-02-28 CCI HET EXR TE SAF UST TYL JNJ DGX KMB PEP KO FII RSG RMD
2020-03-31 CCI EXR DVN TE UST AMT NCC GEN BMY KR TYL VZ DXCM REGN CLX
2020-04-30 CCI EXR DVN UST TE AMT GEN NCC BMY REGN KR DXCM CLX VZ AMZN
2020-05-29 CCI DVN EXR TE AMT UST GEN NCC REGN DXCM CLX BMY EBAY KR AMZN
2020-06-30 CCI AMT EXR UST TE EBAY CLX DG GIS K ABBV CNXT REGN AAPL TSLA
2020-07-31 MRNA TSLA BBBY DXCM CCI NVDA SEDG REGN CVNA ETSY NEM ENPH AMD WST AAPL
2020-08-31 BBBY TSLA MRNA ENPH CCI AMD NVDA DXCM ETSY SEDG CVNA RRC AAPL XYZ REGN
2020-09-30 BBBY TSLA ENPH PENN CVNA MRNA CCI AMD NVDA SEDG XYZ TTD DDOG ETSY DXCM
2020-10-30 BBBY TSLA ENPH PENN MRNA TUP SEDG DDOG CVNA XYZ ETSY CCI CRWD NVDA TTD
2020-11-30 BBBY TSLA ENPH MRNA CCI TUP SEDG ETSY GME TTD XYZ NOW PENN CVNA GNRC
2020-12-31 BBBY MRNA TSLA ENPH TUP GME CCI ETSY XYZ TTD PENN SEDG CRWD NOW CVNA
2021-01-29 GME ENPH BBBY TSLA MRNA CCI ETSY TUP CRWD SEDG CVNA PENN TTD XYZ NOW
2021-02-26 GME CCI TUP MRNA BBBY NOW DVN ENPH VIAC PENN TSLA CPRI ETSY TPR AMT
2021-03-31 GME TUP BBBY PENN NBR CCI MRNA ETSY CZR VIAC TSLA ENPH AMT CPRI AM
2021-04-30 GME TUP NBR VIAC PENN BBWI CAR CLF BBBY MRNA QEP CCI CZR TPL TSLA
2021-05-28 GME TUP CAR DDS CCI FCX BBWI CRM BBBY TPL XEC IVZ CLF AMT MRNA
2021-06-30 GME DDS BBWI ANF CAR TUP MRNA RRC XEC THC TPL BBBY TDC NAVI FCX
2021-07-30 GME DDS RRD MRNA ANF NUE CAR BBWI CLF BX TPL MBI NAVI MDP STLD
2021-08-31 GME DDS MRNA RRD KKR CLF MDP BX NUE NAVI XEC CPRI BBWI SBNY CAR
2021-09-30 GME MRNA DDS RRD KKR JWN M MRO CAR RRC DVN MDP TRGP BX IT
2021-10-29 GME MRNA DDS RRC RRD MRO DVN CAR KKR JWN M MUR FANG MDP TRGP
2021-11-30 GME CAR DDS RRD MRO DVN RRC BX MDP MRNA JWN TSLA M FTNT FANG
2021-12-31 GME CAR RRD DDS MRNA MRO DVN BX JWN NVDA ON M BLDR RRC BBWI
2022-01-31 EXR AMT RRD CCI ABX ABBV EXC HSY MO PEP MCD PPL FE PG KO
2022-02-28 EXR AMT RRD ABX ABBV CCI MCK EXC MCD COR GD HSY MO CVX KO
2022-03-31 AMT EXR CCI RRD ABBV ABX MCK TRGP EXC BMY COR SRE NI REGN KO
2022-04-29 AMT EXR CCI ABX BMY MCK ABBV KO VRTX REGN HSY SRE EXC ED WMB
2022-05-31 AMT CCI EXR ABX FHN BMY AMGN ED MRK ABBV EXC NI JNJ WRB CNP
2022-06-30 AMT CCI EXR ABX BMY FHN AMGN ED JNJ ABBV MCK ATO WRB D MCD
2022-07-29 AMT CCI EXR ABX AMGN BMY FHN JNJ ABBV MCK MCD MRK ED ATO JKHY
2022-08-31 AMT CCI EXR ABX AMGN MCK FHN KO CPB MCD PEP HSY GIS ABBV LW
2022-09-30 AMT CCI EXR ABX FHN HSY VRTX ERIE MCK V GIS SJM KO JNJ AMGN
2022-10-31 AMT CCI EXR ABX FHN TKO HSY CI JNJ SJM MCK V LW MRK ERIE
2022-11-30 OXY TPL CF FSLR HP T DVN SMCI FTI HES UNM ATI MRO EQT NBR
2022-12-30 FSLR SMCI FTI OXY TPL HES HP ODP MPC APA MUR COP ATI XOM ENPH
2023-01-31 UCL HES FSLR TPL FTI SMCI ODP STLD T CEG FLR ENPH ATI CCI MPC
2023-02-28 UCL FSLR FTI HES T ODP SMCI STLD ASO CCI FLR CEG DYN AMT OI
2023-03-31 UCL SMCI FSLR FTI HES VLO OI TEX LW FIX GNW AXON CCI AMT STLD
2023-04-28 UCL FSLR SMCI AXON FICO FTI NVDA HES ASO LVS AMT GE CCI DECK OI
2023-05-31 EXR AMT CCI V ABX MCD LW PHM MO HSY KO VRTX PEP GIS GILD
2023-06-30 SMCI NVDA FSLR UCL CVNA H RCL VRT BLDR NFLX GE PLTR META AVGO AXON
2023-07-31 SMCI NVDA RCL CVNA H VRT UCL BLDR META CCL PLTR FTI ANF AVGO TTD
2023-08-31 SMCI UCL CVNA NVDA VRT PLTR ANF RCL BLDR APP PHM EXR FTI AVGO META
2023-09-29 EXR CCI AMT V MA MO MRSH MCD BRK-B VRSK L SPG CSCO ROP MEDI
2023-10-31 EXR CCI AMT V CBOE VRTX AFL MRSH CME CSCO ROP L BRK-B CVG VRSK
2023-11-30 CVNA VRT ANF APP SMCI META NVDA EXR COIN PLTR FNMA FTI DELL GPS JBL
2023-12-29 CVNA COIN ANF VRT APP EXR FNMA SMCI NVDA PLTR GPS CRWD META FMCC UBER
2024-01-31 CVNA ANF SMCI VRT FNMA EXR APP COIN CRWD NVDA FMCC META ANET DELL AVGO
2024-02-29 SMCI CVNA ANF VRT FNMA GE APP EXR NVDA CRWD COIN ADCT FMCC META DYN
2024-03-28 SMCI CVNA ANF VRT ADCT COIN APP GE FNMA EXR DYN NVDA FMCC PLTR VST
2024-04-30 CVNA SMCI ANF ADCT VRT COIN EXR DYN APP GE FNMA NVDA VST FMCC WSM
2024-05-31 CVNA ANF VRT SMCI VST FNMA ADCT FMCC COIN APP DELL EXR NVDA DYN WSM
2024-06-28 ANF CVNA VST SMCI VRT DYN APP NVDA FMCC FNMA GPS COIN DELL EXR CEG
2024-07-31 ANF CVNA VST NVDA DYN VRT APP FNMA EXR FMCC DELL COIN SMCI GPS ANET
2024-08-30 DYN LUMN ANF CVNA NVDA VST EXR CCI COIN PBI ADCT THC NRG WSM GDDY
2024-09-30 LUMN DYN CVNA NVDA EXR CCI VST ANF ADCT APP THC PBI COHR NRG GDDY
2024-10-31 LUMN CVNA DYN APP ADCT VST EXR NVDA CCI COHR THC PLTR KKR SLG HOOD
2024-11-29 CVNA LUMN APP VST CCI PLTR TPL ADCT HOOD NVDA COHR WYNN EXR VRT FMCC
2024-12-31 APP LUMN PLTR CVNA FMCC VST CCI FNMA TPL HOOD AXON UAL WYNN NVDA VRT
2025-01-31 APP PLTR FMCC CVNA FNMA LUMN HOOD VST CCI UAL AXON WYNN TPL TSLA EXR
2025-02-28 APP FMCC FNMA PLTR HOOD CVNA VST CCI UAL LUMN TPL WYNN PBI ALK ECHO
2025-03-31 EXR CCI AMT CA VRSN BRO V EVRG AON RSG MO FOX CME FOXA MRSH
2025-04-30 EXR CCI AMT CA CNP MO VRSN CME ATO WEC EVRG COR EXC PNW UST
2025-05-30 EXR CCI AMT CA PM CNP CME MO RSG BUD CAH ATO MNST UST WEC
2025-06-30 FNMA FMCC PLTR HOOD APP CCI LUMN GEV CVNA LB GILD AXON HWM NRG PBI
2025-07-31 FNMA FMCC HOOD PLTR APP CCI GEV CVNA AXON NRG GILD TPR VST CAR DASH
2025-08-29 FNMA HOOD FMCC PLTR APP GEV CCI UCL CVNA CAR FIX TPR VST LITE ECHO
2025-09-30 FNMA FMCC HOOD APP PLTR ECHO CCI LITE STX GEV WDC FIX UCL CVNA AVGO
2025-10-31 FMCC FNMA HOOD APP ECHO PLTR LITE WDC CCI STX MU TE CIEN WBD SEDG
2025-11-28 HOOD ECHO LITE WDC MU CIEN STX FNMA FMCC NKTR TE PLTR CCI WBD AVGO
2025-12-31 LITE ECHO WDC TE STX MU HOOD CIEN NKTR CCI FNMA FMCC GILD WBD SEDG
2026-01-30 TE LITE ECHO WDC MU STX CIEN WBD CCI SSP GILD LRCX NEM NKTR COHR
2026-02-27 LITE TE WDC MU STX CIEN ECHO COHR LRCX FIX CCI GILD SSP WBD VIAV
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 COHR VIAV TER CCI FIX SEDG NBR ALB SSP
2026-05-29 LITE WDC MU CIEN STX ECHO VIAV INTC TE COHR CCI TER AMD NBR FIX
2026-06-26 MU WDC LITE TE STX CIEN INTC VIAV DELL TER AMD COHR GLW CCI MRVL
Scoring script (python)
# Auto-generated (mutate) variant 1091 — regime-momentum-quality-value sweep point.
FORMULA_NAME = "regime-momentum-quality-value (mutate v1091)"
LOGIC_VARIANT_COUNT = 2
NOTES = "mode=exploit; family=regime-momentum-quality-value. Auto (mutate); variant=1091."

BULL = {"momentum_12_1_pct": (0.407, +1), "return_6m_pct": (0.191, +1), "eps_growth_pct": (0.114, +1),
        "free_cash_flow_margin_pct": (0.205, +1), "forward_pe": (0.057, -1), "peg": (0.041, -1)}
RISK_OFF = {"realized_vol_3m": (0.365, -1), "free_cash_flow_margin_pct": (0.205, +1),
            "operating_margin_pct": (0.10, +1), "forward_pe": (0.057, -1), "peg": (0.041, -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