exp_1096

regime-momentum-quality-value (mutate v1096)

← All V2 experiments
Relative return
1.266x
Excess vs bench
26.63%
Benchmark
CAPW_UNIV
Rolling windows
179 · monthly
Mean strategy gain
44.92%
Mean benchmark gain
14.08%
Mean excess gain
30.83%
Dispersion (ref)
19.41%
Win-rate vs bench (ref)
100.00%
Worst / best ratio (ref)
1.036x / 1.548x
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 19.92% 2.22% 1.173x
2011-07-01 … 2016-06-30 37.03% 13.74% 1.205x
2016-07-01 … 2021-06-30 78.57% 20.63% 1.480x
2021-07-01 … 2026-06-26 47.42% 15.48% 1.277x
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 1.266x · beat benchmark in 179/179
#WindowStrategyBenchmarkRatio
1 2006-07-31 … 2011-07-29 18.12% 1.79% 1.160x
2 2006-08-31 … 2011-08-31 15.65% 0.21% 1.154x
3 2006-09-29 … 2011-08-31 12.81% -0.14% 1.130x
4 2006-10-31 … 2011-10-31 11.46% 0.23% 1.112x
5 2006-11-30 … 2011-11-30 10.31% -0.05% 1.104x
6 2006-12-29 … 2011-11-30 10.28% -0.32% 1.106x
7 2007-01-31 … 2012-01-31 9.51% 0.93% 1.085x
8 2007-02-28 … 2012-01-31 8.46% 1.43% 1.069x
9 2007-03-30 … 2012-03-30 10.32% 3.09% 1.070x
10 2007-04-30 … 2012-04-30 10.49% 2.42% 1.079x
11 2007-05-31 … 2012-05-31 7.18% 0.60% 1.065x
12 2007-06-29 … 2012-06-29 5.62% 1.92% 1.036x
13 2007-07-31 … 2012-07-31 6.37% 2.69% 1.036x
14 2007-08-31 … 2012-08-31 7.99% 2.95% 1.049x
15 2007-09-28 … 2012-09-28 7.51% 3.20% 1.042x
16 2007-10-31 … 2012-10-31 8.23% 2.60% 1.055x
17 2007-11-30 … 2012-11-30 8.49% 3.45% 1.049x
18 2007-12-31 … 2012-12-31 8.62% 3.69% 1.048x
19 2008-01-31 … 2013-01-31 11.72% 5.85% 1.055x
20 2008-02-29 … 2013-02-28 11.47% 6.82% 1.044x
21 2008-03-31 … 2013-03-28 12.93% 7.73% 1.048x
22 2008-04-30 … 2013-04-30 14.60% 7.51% 1.066x
23 2008-05-30 … 2013-04-30 13.65% 7.81% 1.054x
24 2008-06-30 … 2013-06-28 18.97% 9.33% 1.088x
25 2008-07-31 … 2013-07-31 23.47% 10.48% 1.118x
26 2008-08-29 … 2013-07-31 23.76% 10.52% 1.120x
27 2008-09-30 … 2013-09-30 29.58% 11.48% 1.162x
28 2008-10-31 … 2013-10-31 37.33% 15.76% 1.186x
29 2008-11-28 … 2013-10-31 39.12% 17.46% 1.184x
30 2008-12-31 … 2013-12-31 41.69% 18.44% 1.196x
31 2009-01-30 … 2013-12-31 43.25% 20.64% 1.187x
32 2009-02-27 … 2014-01-31 46.32% 21.63% 1.203x
33 2009-03-31 … 2014-03-31 47.50% 20.60% 1.223x
34 2009-04-30 … 2014-04-30 45.74% 19.00% 1.225x
35 2009-05-29 … 2014-04-30 47.85% 18.32% 1.250x
36 2009-06-30 … 2014-06-30 49.18% 19.01% 1.253x
37 2009-07-31 … 2014-07-31 45.49% 17.39% 1.239x
38 2009-08-31 … 2014-08-29 45.18% 17.70% 1.233x
39 2009-09-30 … 2014-09-30 40.74% 16.64% 1.207x
40 2009-10-30 … 2014-09-30 44.62% 17.08% 1.235x
41 2009-11-30 … 2014-11-28 40.27% 16.82% 1.201x
42 2009-12-31 … 2014-12-31 38.48% 16.28% 1.191x
43 2010-01-29 … 2014-12-31 40.50% 17.23% 1.198x
44 2010-02-26 … 2015-01-30 39.39% 15.80% 1.204x
45 2010-03-31 … 2015-03-31 38.23% 15.40% 1.198x
46 2010-04-30 … 2015-04-30 35.82% 15.38% 1.177x
47 2010-05-28 … 2015-04-30 38.77% 17.09% 1.185x
48 2010-06-30 … 2015-06-30 44.00% 17.45% 1.226x
49 2010-07-30 … 2015-06-30 43.51% 16.43% 1.233x
50 2010-08-31 … 2015-08-31 39.15% 15.76% 1.202x
51 2010-09-30 … 2015-09-30 36.63% 13.61% 1.203x
52 2010-10-29 … 2015-09-30 35.76% 13.06% 1.201x
53 2010-11-30 … 2015-11-30 35.54% 15.09% 1.178x
54 2010-12-31 … 2015-12-31 34.49% 13.55% 1.184x
55 2011-01-31 … 2016-01-29 32.55% 11.90% 1.184x
56 2011-02-28 … 2016-01-29 32.67% 11.53% 1.190x
57 2011-03-31 … 2016-03-31 33.55% 12.90% 1.183x
58 2011-04-29 … 2016-04-29 31.86% 12.39% 1.173x
59 2011-05-31 … 2016-05-31 34.60% 12.94% 1.192x
60 2011-06-30 … 2016-06-30 35.37% 13.30% 1.195x
61 2011-07-29 … 2016-07-29 39.79% 14.52% 1.221x
62 2011-08-31 … 2016-08-31 41.62% 15.19% 1.229x
63 2011-09-30 … 2016-09-30 42.18% 16.32% 1.222x
64 2011-10-31 … 2016-10-31 40.82% 14.02% 1.235x
65 2011-11-30 … 2016-11-30 44.15% 14.66% 1.257x
66 2011-12-30 … 2016-12-30 44.07% 14.92% 1.254x
67 2012-01-31 … 2017-01-31 45.61% 14.63% 1.270x
68 2012-02-29 … 2017-02-28 45.02% 14.78% 1.263x
69 2012-03-30 … 2017-02-28 44.92% 14.43% 1.267x
70 2012-04-30 … 2017-04-28 41.15% 14.61% 1.232x
71 2012-05-31 … 2017-05-31 44.99% 15.98% 1.250x
72 2012-06-29 … 2017-05-31 45.81% 15.44% 1.263x
73 2012-07-31 … 2017-07-31 45.80% 15.43% 1.263x
74 2012-08-31 … 2017-08-31 46.03% 15.12% 1.268x
75 2012-09-28 … 2017-08-31 45.56% 14.77% 1.268x
76 2012-10-31 … 2017-10-31 50.25% 16.12% 1.294x
77 2012-11-30 … 2017-11-30 50.46% 16.79% 1.288x
78 2012-12-31 … 2017-12-29 49.23% 16.93% 1.276x
79 2013-01-31 … 2018-01-31 50.32% 17.57% 1.279x
80 2013-02-28 … 2018-02-28 51.75% 16.21% 1.306x
81 2013-03-28 … 2018-02-28 50.66% 15.81% 1.301x
82 2013-04-30 … 2018-04-30 46.33% 14.25% 1.281x
83 2013-05-31 … 2018-05-31 38.37% 14.57% 1.208x
84 2013-06-28 … 2018-05-31 41.49% 14.97% 1.231x
85 2013-07-31 … 2018-07-31 39.88% 14.83% 1.218x
86 2013-08-30 … 2018-07-31 41.19% 15.59% 1.222x
87 2013-09-30 … 2018-09-28 40.83% 15.84% 1.216x
88 2013-10-31 … 2018-10-31 31.62% 12.89% 1.166x
89 2013-11-29 … 2018-10-31 31.60% 12.60% 1.169x
90 2013-12-31 … 2018-12-31 30.01% 9.93% 1.183x
91 2014-01-31 … 2019-01-31 30.63% 12.37% 1.162x
92 2014-02-28 … 2019-02-28 28.28% 12.38% 1.141x
93 2014-03-31 … 2019-03-29 30.45% 12.76% 1.157x
94 2014-04-30 … 2019-04-30 32.25% 13.73% 1.163x
95 2014-05-30 … 2019-04-30 32.07% 13.54% 1.163x
96 2014-06-30 … 2019-06-28 32.76% 12.81% 1.177x
97 2014-07-31 … 2019-07-31 34.27% 13.30% 1.185x
98 2014-08-29 … 2019-07-31 34.14% 12.80% 1.189x
99 2014-09-30 … 2019-09-30 35.95% 12.70% 1.206x
100 2014-10-31 … 2019-10-31 36.43% 12.91% 1.208x
101 2014-11-28 … 2019-10-31 36.03% 12.60% 1.208x
102 2014-12-31 … 2019-12-31 38.34% 14.16% 1.212x
103 2015-01-30 … 2019-12-31 38.10% 14.85% 1.202x
104 2015-02-27 … 2020-01-31 37.65% 14.04% 1.207x
105 2015-03-31 … 2020-03-31 35.88% 8.56% 1.252x
106 2015-04-30 … 2020-04-30 38.11% 11.65% 1.237x
107 2015-05-29 … 2020-05-29 36.96% 12.61% 1.216x
108 2015-06-30 … 2020-06-30 36.59% 13.64% 1.202x
109 2015-07-31 … 2020-07-31 37.99% 14.60% 1.204x
110 2015-08-31 … 2020-08-31 43.45% 18.07% 1.215x
111 2015-09-30 … 2020-09-30 42.66% 17.05% 1.219x
112 2015-10-30 … 2020-10-30 38.48% 14.60% 1.208x
113 2015-11-30 … 2020-11-30 48.79% 17.43% 1.267x
114 2015-12-31 … 2020-12-31 50.34% 18.65% 1.267x
115 2016-01-29 … 2021-01-29 84.57% 19.26% 1.548x
116 2016-02-29 … 2021-02-26 79.64% 19.79% 1.500x
117 2016-03-31 … 2021-03-31 81.08% 19.42% 1.516x
118 2016-04-29 … 2021-03-31 82.76% 19.66% 1.527x
119 2016-05-31 … 2021-05-28 80.94% 20.42% 1.503x
120 2016-06-30 … 2021-06-30 80.45% 21.06% 1.491x
121 2016-07-29 … 2021-06-30 78.57% 20.63% 1.480x
122 2016-08-31 … 2021-08-31 80.05% 21.75% 1.479x
123 2016-09-30 … 2021-09-30 75.37% 20.22% 1.459x
124 2016-10-31 … 2021-10-29 81.17% 22.50% 1.479x
125 2016-11-30 … 2021-11-30 79.46% 21.87% 1.473x
126 2016-12-30 … 2021-11-30 80.02% 21.75% 1.479x
127 2017-01-31 … 2022-01-31 70.54% 20.17% 1.419x
128 2017-02-28 … 2022-02-28 68.98% 18.51% 1.426x
129 2017-03-31 … 2022-03-31 72.22% 19.46% 1.442x
130 2017-04-28 … 2022-03-31 73.90% 19.46% 1.456x
131 2017-05-31 … 2022-05-31 69.32% 15.59% 1.465x
132 2017-06-30 … 2022-06-30 68.63% 13.08% 1.491x
133 2017-07-31 … 2022-07-29 67.77% 15.16% 1.457x
134 2017-08-31 … 2022-08-31 64.60% 13.72% 1.447x
135 2017-09-29 … 2022-08-31 63.93% 13.56% 1.444x
136 2017-10-31 … 2022-10-31 57.31% 11.86% 1.406x
137 2017-11-30 … 2022-11-30 57.01% 12.52% 1.395x
138 2017-12-29 … 2022-11-30 57.90% 12.46% 1.404x
139 2018-01-31 … 2023-01-31 51.86% 11.01% 1.368x
140 2018-02-28 … 2023-02-28 49.48% 11.03% 1.346x
141 2018-03-29 … 2023-02-28 50.39% 11.72% 1.346x
142 2018-04-30 … 2023-04-28 49.22% 13.01% 1.320x
143 2018-05-31 … 2023-05-31 51.27% 12.95% 1.339x
144 2018-06-29 … 2023-05-31 50.64% 13.01% 1.333x
145 2018-07-31 … 2023-07-31 55.40% 14.67% 1.355x
146 2018-08-31 … 2023-08-31 52.91% 13.51% 1.347x
147 2018-09-28 … 2023-08-31 52.61% 13.56% 1.344x
148 2018-10-31 … 2023-10-31 53.10% 12.60% 1.360x
149 2018-11-30 … 2023-11-30 54.91% 14.58% 1.352x
150 2018-12-31 … 2023-12-29 61.32% 17.26% 1.376x
151 2019-01-31 … 2024-01-31 61.46% 16.27% 1.389x
152 2019-02-28 … 2024-01-31 61.34% 15.94% 1.392x
153 2019-03-29 … 2024-03-28 73.53% 17.50% 1.477x
154 2019-04-30 … 2024-04-30 71.03% 15.50% 1.481x
155 2019-05-31 … 2024-05-31 73.83% 18.12% 1.472x
156 2019-06-28 … 2024-06-28 71.87% 17.99% 1.457x
157 2019-07-31 … 2024-07-31 67.51% 17.70% 1.423x
158 2019-08-30 … 2024-08-30 66.19% 18.41% 1.404x
159 2019-09-30 … 2024-09-30 68.98% 18.65% 1.424x
160 2019-10-31 … 2024-10-31 69.93% 17.87% 1.442x
161 2019-11-29 … 2024-11-29 74.20% 18.64% 1.468x
162 2019-12-31 … 2024-12-31 66.63% 17.62% 1.417x
163 2020-01-31 … 2025-01-31 71.53% 18.07% 1.453x
164 2020-02-28 … 2025-02-28 68.88% 19.00% 1.419x
165 2020-03-31 … 2025-03-31 66.50% 19.24% 1.396x
166 2020-04-30 … 2025-04-30 64.31% 16.49% 1.410x
167 2020-05-29 … 2025-04-30 63.85% 15.80% 1.415x
168 2020-06-30 … 2025-06-30 61.84% 18.19% 1.369x
169 2020-07-31 … 2025-07-31 60.76% 17.87% 1.364x
170 2020-08-31 … 2025-08-29 59.78% 16.69% 1.369x
171 2020-09-30 … 2025-09-30 65.08% 18.57% 1.392x
172 2020-10-30 … 2025-09-30 68.62% 19.43% 1.412x
173 2020-11-30 … 2025-11-28 57.92% 17.77% 1.341x
174 2020-12-31 … 2025-12-31 60.32% 16.92% 1.371x
175 2021-01-29 … 2025-12-31 38.06% 17.20% 1.178x
176 2021-02-26 … 2026-01-30 45.18% 17.04% 1.240x
177 2021-03-31 … 2026-03-31 43.39% 14.07% 1.257x
178 2021-04-30 … 2026-04-30 43.74% 16.03% 1.239x
179 2021-05-28 … 2026-04-30 43.55% 16.22% 1.235x
Notes
mode=exploit; family=regime-momentum-quality-value. Auto (mutate); variant=1096.
Lesson notes
#111 · degrade · relative_return Δ -0.1594 · parent exp_758 · Jul 19, 2026 · auto/exploit; benchmark CAPW_UNIV
exploit/regime-momentum-quality-value: relative_return 1.2663x (delta -0.1594 vs exp_758); win-rate 100.0%, worst-window 1.035839, dispersion 19.4132%.
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 NEE ETR
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 BMET LVS WST ALB EQIX
2007-01-31 MAY ICE AT AKAM ALGN BMET BKNG ALXN KMX MGM LVS GT ATI WYNN MA
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 MGM BKNG ATI DLX MOS ALB TEX CE ANDV STLD TPL
2007-04-30 MAY GT CF BKNG ALGN ANDV MOS OI INCY ICE DLX CLF NRG TEX MGM
2007-05-31 MAY GT ALGN 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 AXON
2007-08-31 ALGN CF KMG AMZN OI MA AL ISRG DECK MOS CMI AXON GME MAY 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 DGX KO LH WEC KMB ABT
2008-02-29 MAY CVG JNJ PG CHD MO CL KO ABT KMB WMT LMT MEE SO NOC
2008-03-31 MAY CVG PG JNJ CL MEE CHD KO KMB MO HRL AFL SWN WEC LMT
2008-04-30 MAY CVG MEE JNJ PG CHD KO WMT WEC KMB ESV AWK SWN GD BRK-B
2008-05-30 MOS FSLR CF MA MEE CLF ILMN BKNG ESV SWN PRGO ISRG HP RRC FLS
2008-06-30 SW MAY MEE ESV TTWO JNJ SWN BAX MKC BTUUQ SO CHD FMC FE XEL
2008-07-31 SWN MAY ESV BCR MEE DF BTUUQ APOL ATGE EW CELG JNJ FDO FI BAX
2008-08-29 SWN MOS CLF ESV BCR CF FSLR MEE DF AMT APOL ATGE BTUUQ CELG FI
2008-09-30 SWN BCR DF FDO GIS CELG APOL ATGE FI ESV EDS HRS HCBK CEPH CPB
2008-10-31 WWY GIS CHD SWN CPB CLX ABT BCR CAG MKC LDOS ED BAX TECH DLTR
2008-11-28 GIS CHD CLX DLTR ABT MCD ED KR WMT CPB CASY LDOS SWN LH TECH
2008-12-31 ABT LDOS CHD MCD GIS DLTR CLX ED KR AON WMT BMY AJG LH CAG
2009-01-30 MCD ED ABT LDOS EW GIS AMGN HET CHD DLTR WEC BMY MKC GILD AJG
2009-02-27 HET ED LDOS EW PCG MCD XEL WEC ABT JNJ AMGN CHD MKC HSY GIS
2009-03-31 AZO HET ED EW PCG XEL MCD CHD WEC LDOS CPB JNJ NFLX HRL DLTR
2009-04-30 AZO NFLX HET ED MNST XEL PCG CLX CHD MCD BR SNPS NEE WEC ROST
2009-05-29 ORLY HRL AZO DLTR HET BKNG MCD DGX IBM ED JNJ ROST NEE PCG EW
2009-06-30 CAR AN FHN NFLX ORLY F PALM MBI MKTX TSCO DLTR AZO TYL 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 CMG ORLY BLDR WBD VRTX SNDK ASH SWKS
2009-09-30 CAR PALM BKNG SW GNW WBD MU SNDK AAPL MTG WDC DISCA ASH AN MRVL
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 SSP DDS THC STX SNDK ASH PALM LULU
2009-12-31 CAR GGP SANM DDS UIS SSP LPX SW THC AMD LULU KMG WFM F BC
2010-01-29 CAR SANM GNW GGP AMD UIS F THC SW SSP LULU BC STX ASH RCL
2010-02-26 CAR SANM GNW UIS GGP ASH UAL LVS F INCY LULU FITB CLF SSP DDS
2010-03-31 CAR SANM GNW UIS INCY MAC LYV GGP MTG UAL F LVS CLF SSP DDR
2010-04-30 GNW INCY SANM UAL CAR MTG LYV GGP SSP WLL ETFC DDS BKNG VIAV SMCI
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 SO PG MCD AZO HRL ED COR GIS
2010-07-30 SW CVG UST ETFC KMB AZO SO HRL CPB CLX CASY DLTR MO ED PG
2010-08-31 CPQ AZO CVG LUMN ETFC CASY MCD UST KMB CPB CLX SO ED MO SW
2010-09-30 ETFC NFLX AKAM FFIV NTAP UAL BBWI VSTNQ BKNG CCU LVS AAL VRTS CMI WLL
2010-10-29 ETFC UAL NFLX AAL NTAP LVS FFIV BKNG INCY WLL BBWI CMG MBI AKAM VRTS
2010-11-30 ETFC UAL LVS NFLX MBI AAL FFIV VRTS CMG BBWI NTAP HON BKNG WLL ACAS
2010-12-31 ETFC LVS NFLX VRTS MBI CMG FFIV ACAS URI BBWI WLL HON BKNG DECK ANF
2011-01-31 ETFC MAY ACAS LVS URI VRTS WLL NFLX HON LULU BBWI MRVL FFIV ANF IPGP
2011-02-28 MAY ETFC URI HON LULU NFLX MRVL LVS ACAS MRO IPGP VRTS BBWI DDS FTNT
2011-03-31 MAY ETFC IPGP URI WYNN VRTS MRVL BBWI LULU MOS FTNT NFLX SWKS ACAS ANF
2011-04-29 MAY IPGP ETFC WYNN LULU MU FTNT VRTS ANDV URI ULTA ACAS ON MOS NFLX
2011-05-31 MAY IPGP ETFC KLAC FTNT LULU MU BKNG ACAS LYB EP WYNN URI ANDV LRCX
2011-06-30 MAY IPGP ETFC FTNT KLAC VRTS BKNG ANF REGN EP URI ULTA LULU WYNN DDS
2011-07-29 MAY IPGP LULU EP ULTA CTRA VRTS FTNT ABMD WCG COG REGN ANF KLAC NFLX
2011-08-31 MCD SO UST AZO KMB PG GIS ED CAG D K MDLZ CL AEP DUK
2011-09-30 SO UST KMB MCD AZO D ED DUK PG GIS MO VZ AEP BMY HSY
2011-10-31 SO CVG MCD AZO UST D DUK ED AEP BMY KMB PG MO VZ V
2011-11-30 V ED D MCD AEP MO SO MA MSFT BMY DLTR AMT ABT AZO ISRG
2011-12-30 V MCD MO ED D BMY MA AEP MSFT SO ISRG AMT ABT AMGN UST
2012-01-31 GNRC VZ DPZ COG WCG EP REGN ULTA MNST MA DLTR WYNN FAST TIN ABMD
2012-02-29 REGN STX WCG COG URI DPZ ULTA EOG MNST HFC ABMD ADS TYL CF FAST
2012-03-30 STX REGN DPZ CF BLDR EOG MNST AAPL WCG URI HFC ULTA COG FAST VLO
2012-04-30 REGN BLDR DPZ AAPL MNST URI STX EQIX CF ULTA EOG M V ISRG BKNG
2012-05-31 REGN BLDR STX AAPL AAL MNST LULU EQIX ORLY ISRG URI EOG BKNG V EC
2012-06-29 REGN BLDR AAL AAPL MNST STX EQIX DHI SHW TJX ROST LEN EOG DAL GPS
2012-07-31 LEN STX AAL BLDR REGN MNST EQIX SHW AAPL DG ROST PHM DHI V ALGN
2012-08-31 DHI STX PHM LEN URI REGN AAL BLDR EQIX GPS SHW ALGN LPX ROST AAPL
2012-09-28 DHI PHM STX BLDR LEN LPX URI REGN LYB GPS ALGN ANDV EQIX KBH SHW
2012-10-31 DHI PHM BLDR LEN KBH REGN LPX STX BBBY EQIX URI WHR LYB ANDV STZ
2012-11-30 BLDR PHM DHI KBH LEN BBBY LPX AAL WHR REGN STZ ALL STX GNRC ANDV
2012-12-31 REGN PHM WHR LPX BBBY BLDR KBH AAL SW EXPE ANDV LEN DDS GILD OMX
2013-01-31 PHM LPX BLDR BBBY KBH WHR LEN ANDV DDS OMX AXON THC EXPE DHI SW
2013-02-28 OMX LPX PHM NFLX VRTS AXON BBBY GNRC BLDR THC APO MPC DHI EXPE LEN
2013-03-28 KKR OMX NFLX LPX VRTS KBH PHM ANDV THC BBBY MPC CTRA CPAY APO GNRC
2013-04-30 OMX KKR FNMA FMCC NFLX THC VRTS ANDV KBH MTG CAR LPX HRB STZ APO
2013-05-31 FNMA FMCC OMX FSLR KKR NFLX BBBY KBH MTG VRTS APO STZ THC ANDV PHM
2013-06-28 FNMA FMCC OMX KKR BBBY TSLA FSLR NFLX VRTS MTG CPAY SW GILD MU ANDV
2013-07-31 FNMA FMCC OMX TSLA BBBY KKR MTG FSLR GME NFLX SVU MU THC GNW CPAY
2013-08-30 OMX FNMA FMCC MTG TSLA BBBY SVU NFLX GME DAL NXPI FSLR GNW BBY TRIP
2013-09-30 OMX TSLA FNMA MTG FMCC NFLX BBBY SVU NXPI MU META DAL BBY GME AXON
2013-10-31 OMX TSLA FNMA FMCC MTG MU NXPI FANG META DAL BBY INCY FL TRIP KATE
2013-11-29 OMX FNMA FMCC MTG NFLX TSLA PHM MU BX BBY INCY FL DAL FANG META
2013-12-31 FNMA FMCC NFLX INCY PHM TSLA BX MU FL META BBY MTG KATE FANG DAL
2014-01-31 FNMA FMCC INCY PHM TSLA MU BX TKO DXCM ILMN NFLX MTG KATE AXON URI
2014-02-28 FNMA FMCC TSLA PHM TKO ILMN AAL BX INCY MU DXCM META URI FRX DAL
2014-03-31 FNMA FMCC TSLA TKO RCL ILMN DAL FRX DXCM INCY META FANG AAL FSLR URI
2014-04-30 FMCC FNMA TSLA TKO RCL DAL MU FRX FANG ILMN URI AAL INCY DXCM NXPI
2014-05-30 META DAL FRX MU FMCC FANG TSLA AAL ILMN FNMA URI NXPI INCY SMCI SWKS
2014-06-30 META FMCC FNMA DAL AAL FRX FANG URI ILMN SWKS MU LUV TPL SMCI CAR
2014-07-31 META FMCC MU FNMA FANG FRX SWKS TPL DAL TRGP NBR SMCI URI NFX CAR
2014-08-29 FMCC FNMA LUV MU DAL SWKS RCL CAR URI TPL NXPI FANG LRCX META TRGP
2014-09-30 FMCC TPL LUV SWKS FNMA RCL GILD NXPI CAR URI SMCI ENPH MU ILMN TRGP
2014-10-31 MMI PANW SWKS SMCI ENPH LUV RCL TPL MU NXPI META GILD AVGO ILMN GMCR
2014-11-28 MMI SWKS PANW LUV RCL SMCI EW NXPI META LRCX ILMN MNST AVGO ENPH EA
2014-12-31 SBUX SWKS LUV PANW EW MMI SMCI EA RCL ENPH MNST AXON AAL GMCR UAL
2015-01-30 SBUX SWKS PANW LUV AXON MMI EW EA MNST KR CNC RCL BBWI ENPH AVGO
2015-02-27 SBUX SWKS LUV EA PANW SMCI MMI CNC EW MNST KR ANDV AAPL BBWI ALK
2015-03-31 SBUX SWKS CNC SMCI PANW EA MNST MMI AVGO ANDV INCY EPAM LUV HSP MOH
2015-04-30 SBUX SWKS PAYC PANW EA CNC MMI MNST DXCM AVGO HSP EPAM KMG INCY ABMD
2015-05-29 SBUX AXON SWKS PAYC BLDR PANW INCY DXCM KMG MMI MNST HSP AVGO ABMD CNC
2015-06-30 SWKS PAYC AXON SBUX BTUUQ PANW CNC PLD AVGO INCY BLDR DXCM MMI ABMD HSP
2015-07-31 BLDR PAYC AXON SBUX PANW BTUUQ PLD CNC DXCM INCY MNST ABMD MMI EPAM EA
2015-08-31 V GILD MA GE EBAY CVG MCO CCI MO PSA NVR SPG ABMD ED ORLY
2015-09-30 V MA CVG PSA UST EBAY GE ED GILD MO SPG MCO ACGL CCI AMT
2015-10-30 V CVG MO MA PSA UST GE SPG GILD CCI ED ATO ACGL AMT CLX
2015-11-30 FIX CZR ABMD NFLX AMZN BLDR TYL GPN CCI AYI ATVI EXPE SBUX DXCM TKO
2015-12-31 GE V ABMD GILD PSA MA MO ATVI CCI GOOGL JKHY CVG MCD HRL AMCR
2016-01-29 GE MCD V PSA GILD CVG KLAC ABMD ISRG MO UST MA HRL GOOGL SYY
2016-02-29 GE SPG MCD KLAC V GILD MO ED ISRG VZ T UST PSA CPB CVG
2016-03-31 EBAY CZR ABMD TSN MAT GE NVDA HRL GDDY MKTX KLAC ATVI TTWO ANF FSLR
2016-04-29 EBAY TSN ABMD CZR NVDA GE HRL META EW AMD MKTX DLR AVGO TTWO EVRG
2016-05-31 AMD CZR ABMD NVDA WB META EW TSN EVRG MTW F CCI DLR ULTA MKTX
2016-06-30 NVDA CLF AMD CZR DXC ABMD EVRG MDR WB AWK CCI DLR OKE MKTX ULTA
2016-07-29 CLF AMD NVDA WB NEM DXC CZR X DLR PAYC ABMD CCI MDR WOR AWK
2016-08-31 AMD WB SPGI NVDA CLF X NEM DHR MDR DXC JOY ALB ABMD WPX MKTX
2016-09-30 WB AMD SPGI X NVDA CLF DHR NEM WPX AMAT LITE JOY MDR CNX NAV
2016-10-31 AMD SPGI WB X NVDA LITE CNX WPX DXC JOY DHR NAV AMAT TPL CLF
2016-11-30 AMD X CLF WB SPGI NVDA CNX TPL WPX DHR NAV LITE JOY OKE NEM
2016-12-30 CLF X AMD NVDA SPGI FMCC FNMA WB TPL CNX OKE WPX NAV TRGP NBR
2017-01-31 AMD CLF X NVDA FMCC FNMA SPGI TPL TRGP WB NBR FCX WPX NAV URI
2017-02-28 AMD CLF X NVDA SPGI WB FNMA URI FMCC TPL NAV NBR WPX CSX TRGP
2017-03-31 AMD CLF X NVDA WB MRO NAV FMCC URI FNMA ANET SLM RF CSX EBAY
2017-04-28 AMD NVDA X KMG MU ANET NAV AMAT STX SLM DXC EBAY LITE IDXX WB
2017-05-31 AMD KMG KHC NVDA X XYZ WB ANET CSX MU LRCX IDXX NAV STX AMAT
2017-06-30 NVDA XYZ WB KHC ANET LITE CSX AMAT X TTWO BX KMG ADSK LRCX NAV
2017-07-31 NVDA XYZ MU ANET KHC WB LITE ALGN TTWO LRCX ZBRA KMG PAYC BX AMAT
2017-08-31 NVDA XYZ MU NRG TTWO ANET ALGN WB BA VRTX LRCX TPL IPGP RCL KMG
2017-09-29 NVDA XYZ TTWO WB MU IPGP NRG ANET ALGN BA NCC TTD LRCX VRTX SEDG
2017-10-31 NVDA XYZ BBBY TTD TTWO SEDG NRG MU ALGN ANET MTW WB LRCX IPGP CZR
2017-11-30 BBBY XYZ SEDG ALGN MCHP ENPH ANET NRG NVDA IPGP FTNT MU TTWO LRCX TTD
2017-12-29 BBBY ENPH SEDG XYZ ANET MCHP WB ALGN FTNT NCC NRG IPGP TTWO TWTR FSLR
2018-01-31 BBBY ANET SEDG MCHP XYZ ALGN FTNT PENN WB CZR NKTR TWTR TTWO FSLR MTCH
2018-02-28 NKTR BBBY XYZ SEDG ANET MCHP ALGN NVDA FTNT WB EC MTCH ENPH TWTR BA
2018-03-29 NKTR SEDG BBBY ENPH NCC XYZ MTCH NXPI ETSY FSLR ANET WB EC NVDA MAY
2018-04-30 CCI NKTR V MA SPG KDP HET BKNG ADBE YUM EXR CDAY SPGI PSA EL
2018-05-31 ENPH NKTR SEDG MRVL CVNA EC MU ETSY AXON HET TKO MTCH THC TPL BBBY
2018-06-29 ENPH NKTR MU TKO HET AXON SEDG XYZ NFLX ETSY TPL EC THC CCI ALGN
2018-07-31 ENPH TKO HET ETSY AXON NKTR CVNA THC MU SEDG CCI ANF XYZ TPL M
2018-08-31 ENPH HET TKO CVNA AXON ETSY XYZ CCI TTD THC EC LULU NKTR SVU ABMD
2018-09-28 HET CVNA TKO XYZ TTD DXCM AXON AMD ETSY ENPH CCI LULU ABMD FTNT UIS
2018-10-31 CCI HET EXR SPG DXCM EVHC MKC ABMD YUM TKO V KDP TJX HCA MRK
2018-11-30 CCI HET EXR MKC SPG MRK KMG ESRX KDP YUM SAF O HCA AET PFE
2018-12-31 CCI HET EXR UST AET MRK YUM MKC VRT MCD KDP ESRX CME SPG EXC
2019-01-31 CCI HET EXR UST SPG RHT YUM O MCD ERIE EXC DUK CNP DOC ES
2019-02-28 HET EOG CCI ENPH TTD ETSY DXCM FNMA RHT FMCC TKO CIEN AMD CMG KEYS
2019-03-29 HET TTD CCI ENPH FNMA FMCC ETSY FTNT JNJ AVGO TKO RHT AMD CMG VRTX
2019-04-30 HET TTD CCI ENPH CVNA SNPS AMD FMCC FNMA ETSY ANF FTNT TKO VEEV SSP
2019-05-31 CCI EXR HET VRT SAF PEP ERIE UST MDLZ SBUX HSY SO WRB ECL YUM
2019-06-28 HET ENPH CCI FNMA FMCC SNPS TTD AVP VEEV ERIE AMD PAYC MTCH JNJ BALL
2019-07-31 HET ENPH TTD CCI AVP VEEV ERIE MTCH PAYC MKTX BALL CDNS CVNA FICO SBUX
2019-08-30 HET ENPH CCI AVP MKTX SBUX BALL NCC SEDG ERIE MTCH TTD SBAC CMG HSY
2019-09-30 HET ENPH CSCO CCI SEDG AVP NCC MKTX FNMA FMCC PODD BALL TER HSY CMG
2019-10-31 HET ENPH CSCO CCI AVP FNMA SEDG FMCC PODD GNRC BLDR KLAC KBH TER LRCX
2019-11-29 HET ENPH CSCO AVP CCI SEDG FNMA NCC CVNA GNRC BLDR FMCC PODD KLAC TER
2019-12-31 HET ENPH XRX CCI CVNA AVP MCHP BLDR PODD SEDG THC FNMA LLY TER FMCC
2020-01-31 HET ENPH XRX CCI TSLA MCHP CVNA LLY PODD AVP SEDG BLDR GNRC TER AAPL
2020-02-28 HET CCI EXR TE SAF UST TYL JNJ PEP KO DGX KMB AON FII RSG
2020-03-31 CCI EXR TE UST AMT NCC GEN BMY VZ KR TYL DXCM CLX REGN COST
2020-04-30 CCI EXR UST TE AMT GEN NCC BMY REGN KR VZ CLX DXCM AMZN GIS
2020-05-29 CCI EXR TE UST AMT GEN NCC REGN CLX DXCM BMY EBAY DVN VZ KR
2020-06-30 CCI AMT UST TE EBAY CLX GIS DG ABBV K MSFT CNXT REGN AAPL HRL
2020-07-31 MRNA TSLA BBBY DXCM NVDA SEDG CCI REGN NEM CVNA ETSY ENPH AMD WST AAPL
2020-08-31 BBBY TSLA MRNA ENPH AMD NVDA ETSY DXCM CCI SEDG CVNA REGN AAPL RRC XYZ
2020-09-30 BBBY TSLA ENPH PENN CVNA MRNA AMD SEDG NVDA XYZ TTD DDOG ETSY CCI DXCM
2020-10-30 BBBY TSLA ENPH PENN MRNA TUP SEDG DDOG CVNA XYZ ETSY CRWD NVDA TTD AMD
2020-11-30 BBBY TSLA ENPH MRNA NOW TUP SEDG ETSY GME CCI TTD XYZ PENN CVNA AMD
2020-12-31 BBBY MRNA TSLA ENPH TUP GME NOW ETSY XYZ PENN TTD SEDG CCI CRWD CVNA
2021-01-29 GME ENPH BBBY TSLA MRNA NOW ETSY TUP CCI CRWD SEDG CVNA PENN TTD XYZ
2021-02-26 GME NOW CCI TUP MRNA BBBY ENPH CPB ETSY VIAC PENN CPRI TSLA TPR DDS
2021-03-31 GME TUP BBBY PENN NBR ETSY MRNA CZR VIAC TSLA CCI ENPH CPRI FCX AM
2021-04-30 GME TUP NBR CRM VIAC PENN BBWI CAR CLF BBBY QEP MRNA TPL CZR TSLA
2021-05-28 GME CRM TUP CAR DDS FCX BBWI CCI IVZ TPL BBBY XEC CLF CPRI GPS
2021-06-30 GME DDS ANF BBWI CAR BX MRNA TUP KSS RRC XEC THC TPL BBBY TDC
2021-07-30 GME DDS RRD BX MRNA ANF NUE CAR BBWI CLF TPL MBI NAVI MDP STLD
2021-08-31 GME KKR DDS MRNA RRD CLF BX MDP NUE NAVI XEC CPRI BBWI SBNY CAR
2021-09-30 GME MRNA KKR DDS RRD JWN M MRO RRC CAR MDP BX DVN TRGP IT
2021-10-29 GME KKR MRNA DDS RRC RRD MRO DVN CAR JWN M MUR FANG MDP BX
2021-11-30 GME CAR DDS RRD BX WFC TSLA DVN MRO RRC JWN MDP KKR MRNA M
2021-12-31 GME CAR RRD DDS BX WFC MRNA JWN DVN MRO ON NVDA TSLA KKR AMD
2022-01-31 EXR AMT RRD ABX CCI ABBV MO EXC PEP MCD HSY PPL FE SO GILD
2022-02-28 EXR AMT RRD ABX ABBV MCK MCD EXC CCI COR MO HSY GD CVX NI
2022-03-31 AMT EXR RRD ABBV ABX CCI MCK EXC TRGP BMY COR SRE ED REGN NI
2022-04-29 AMT EXR CCI ABX BMY MCK ABBV KO REGN HSY SRE ED VRTX EXC NI
2022-05-31 AMT CCI EXR ABX FHN BMY ED AMGN MRK EXC NI JNJ ABBV WRB CNP
2022-06-30 AMT EXR CCI ABX BMY FHN AMGN ED JNJ ABBV D ATO MCK WRB MRK
2022-07-29 AMT EXR CCI ABX AMGN BMY FHN JNJ ABBV MCK MCD ED MRK ATO D
2022-08-31 AMT EXR CCI ABX AMGN MCK FHN CPB KO MCD PEP GIS HSY AZO LW
2022-09-30 AMT EXR CCI ABX FHN HSY ERIE GIS MCK SJM KO VRTX PEP AMGN CPB
2022-10-31 AMT EXR CCI ABX FHN TKO HSY CI SJM MCK LW GIS JNJ MRK CPB
2022-11-30 T CF OXY TPL FSLR DVN HP APA SMCI FTI COP HES UNM ATI EQT
2022-12-30 T FSLR SMCI FTI OXY TPL HES APA CF HP ODP MPC COP DVN MUR
2023-01-31 UCL T HES FSLR TPL FTI SMCI ODP STLD CEG CF MPC APA FLR ATI
2023-02-28 UCL T FSLR FTI HES ODP SMCI STLD ASO FLR CEG DYN OI MPC VLO
2023-03-31 UCL SMCI VLO FSLR FTI HES PSX OI TEX LW FIX GNW AXON STLD OXY
2023-04-28 UCL FSLR SMCI VLO AXON FICO FTI HES ASO NVDA LVS GE PSX WYNN COTY
2023-05-31 EXR AMT CCI ABX V LW MCD PHM MO HSY KO PEP GIS VRTX MNST
2023-06-30 SMCI H NVDA FSLR UCL CVNA RCL VRT BLDR NFLX BKNG GE PLTR META AVGO
2023-07-31 SMCI H RCL NVDA CVNA VRT UCL BLDR META CCL PLTR BKNG FTI ANF AVGO
2023-08-31 SMCI UCL CVNA NVDA VRT PLTR ANF BLDR RCL APP PHM AVGO FTI META NOW
2023-09-29 EXR CCI AMT V MO MA MCD MRSH BRK-B JPM L VRSK EMR ROP NTAP
2023-10-31 EXR CCI V AMT CBOE AFL MRSH CME CSCO VRTX ROP L CVG BRK-B LIN
2023-11-30 CVNA VRT ANF APP SMCI DAL META NVDA COIN PLTR FNMA FTI EBAY EXR DELL
2023-12-29 CVNA COIN ANF VRT APP DAL FNMA SMCI NVDA PLTR GPS EXR CRWD META FMCC
2024-01-31 CVNA ANF SMCI VRT FNMA APP COIN DAL CRWD NVDA EXR FMCC META ANET DELL
2024-02-29 SMCI GE CVNA ANF VRT FNMA APP NVDA CRWD COIN ADCT FMCC META EXR DYN
2024-03-28 SMCI CVNA GE ANF ADCT VRT COIN APP FNMA DYN NVDA FMCC EXR PLTR VST
2024-04-30 CVNA SMCI ANF ADCT GE VRT COIN DYN APP NVDA FNMA EXR VST FMCC PANW
2024-05-31 CVNA ANF VRT SMCI VST ADCT FNMA FMCC COIN APP DELL NVDA DYN PANW GPS
2024-06-28 ANF CVNA VST SMCI VRT DYN APP NVDA FMCC FNMA GPS COIN DELL PANW CEG
2024-07-31 ANF CVNA NVDA VST DYN VRT APP FNMA FMCC DELL COIN SMCI EXR GPS ANET
2024-08-30 DYN ANF NVDA LUMN CVNA VST COIN PBI CRM PANW EXR THC ADCT NRG CCI
2024-09-30 LUMN DYN CVNA NVDA ANF VST APP ADCT THC PBI EXR CCI PANW COHR PGR
2024-10-31 LUMN CVNA DYN APP NVDA ADCT VST COHR EXR THC ANF KKR PLTR CCI CEG
2024-11-29 CVNA LUMN APP WYNN VST PLTR TPL HOOD ADCT NVDA CCI COHR FMCC AXON VRT
2024-12-31 APP LUMN PLTR CVNA WYNN FMCC VST FNMA TPL HOOD AXON CCI UAL NVDA VRT
2025-01-31 APP PLTR FMCC CVNA FNMA WYNN LUMN HOOD VST UAL AXON CCI TPL TSLA IBKR
2025-02-28 APP FMCC FNMA WYNN PLTR HOOD CVNA VST UAL LUMN TPL CCI PBI ALK ECHO
2025-03-31 EXR AMT CCI CA VRSN BRO V MO FOX EVRG AON RSG CME MRSH FOXA
2025-04-30 EXR AMT CCI CA CNP MO VRSN CME ATO WEC EVRG COR EXC PNW UST
2025-05-30 AMT CCI EXR CA PM CNP MO CME RSG BUD CAH ATO UST MNST WEC
2025-06-30 FNMA FMCC HOOD PLTR APP GILD LUMN GEV CVNA LB UBER AXON HWM NRG CCI
2025-07-31 FNMA HOOD FMCC PLTR APP GILD GEV UBER CVNA AXON NRG TPR CCI VST CAR
2025-08-29 FNMA HOOD FMCC PLTR APP GEV UCL CVNA CAR FIX TPR VST STX LITE ECHO
2025-09-30 FNMA FMCC HOOD APP PLTR ECHO STX LITE GEV WDC FIX UCL AVGO CVNA CAR
2025-10-31 FMCC FNMA HOOD APP MU ECHO PLTR STX LITE WDC TE CIEN WBD SEDG FIX
2025-11-28 HOOD ECHO MU LITE WDC STX CIEN FNMA FMCC TE NKTR AVGO PLTR WBD SEDG
2025-12-31 LITE WDC ECHO GILD TE MU STX HOOD CIEN NKTR FNMA FMCC WBD SEDG NEM
2026-01-30 TE LITE ECHO WDC GILD MU STX CIEN WBD SSP LRCX NEM NKTR COHR CCI
2026-02-27 LITE TE WDC MU GILD STX CIEN ECHO COHR LRCX FIX SSP WBD VIAV TER
2026-03-31 CCI EXR AMT ABI PCS CAM CA EA WBD JNJ UST BHF ATO FE L
2026-04-30 LITE WDC CIEN MU GILD STX ECHO COHR VIAV TER FIX SEDG NBR ALB SSP
2026-05-29 LITE WDC MU CIEN STX ECHO VIAV GILD INTC TE COHR AMD TER NBR FIX
2026-06-26 MU WDC LITE TE STX CIEN INTC VIAV WHR DELL TER AMD COHR GLW MRVL
Scoring script (python)
# Auto-generated (mutate) variant 1096 — regime-momentum-quality-value sweep point.
FORMULA_NAME = "regime-momentum-quality-value (mutate v1096)"
LOGIC_VARIANT_COUNT = 2
NOTES = "mode=exploit; family=regime-momentum-quality-value. Auto (mutate); variant=1096."

BULL = {"momentum_12_1_pct": (0.393, +1), "return_6m_pct": (0.19, +1), "eps_growth_pct": (0.22, +1),
        "free_cash_flow_margin_pct": (0.151, +1), "forward_pe": (0.084, -1), "peg": (0.083, -1)}
RISK_OFF = {"realized_vol_3m": (0.378, -1), "free_cash_flow_margin_pct": (0.151, +1),
            "operating_margin_pct": (0.10, +1), "forward_pe": (0.084, -1), "peg": (0.083, -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