exp_1102

regime-momentum-quality-value (mutate v1102)

← All V2 experiments
Relative return
1.268x
Excess vs bench
26.76%
Benchmark
CAPW_UNIV
Rolling windows
179 · monthly
Mean strategy gain
45.04%
Mean benchmark gain
14.08%
Mean excess gain
30.96%
Dispersion (ref)
19.10%
Win-rate vs bench (ref)
100.00%
Worst / best ratio (ref)
1.034x / 1.522x
Logic variants
2
Updated
Jul 21, 2026
Anchored windows (reference — strategy vs benchmark)
Kept from V1 for continuity; the objective ranks on the full rolling set, not these four.
WindowStrategyBenchmarkRatio
2006-07-03 … 2011-06-30 22.06% 2.22% 1.194x
2011-07-01 … 2016-06-30 39.52% 13.74% 1.227x
2016-07-01 … 2021-06-30 75.14% 20.63% 1.452x
2021-07-01 … 2026-06-26 49.29% 15.48% 1.293x
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 1.268x · beat benchmark in 179/179
#WindowStrategyBenchmarkRatio
1 2006-07-31 … 2011-07-29 19.81% 1.79% 1.177x
2 2006-08-31 … 2011-08-31 17.40% 0.21% 1.172x
3 2006-09-29 … 2011-08-31 14.38% -0.14% 1.145x
4 2006-10-31 … 2011-10-31 12.99% 0.23% 1.127x
5 2006-11-30 … 2011-11-30 11.87% -0.05% 1.119x
6 2006-12-29 … 2011-11-30 11.86% -0.32% 1.122x
7 2007-01-31 … 2012-01-31 11.09% 0.93% 1.101x
8 2007-02-28 … 2012-01-31 9.94% 1.43% 1.084x
9 2007-03-30 … 2012-03-30 11.65% 3.09% 1.083x
10 2007-04-30 … 2012-04-30 11.35% 2.42% 1.087x
11 2007-05-31 … 2012-05-31 7.32% 0.60% 1.067x
12 2007-06-29 … 2012-06-29 5.83% 1.92% 1.038x
13 2007-07-31 … 2012-07-31 6.23% 2.69% 1.034x
14 2007-08-31 … 2012-08-31 8.46% 2.95% 1.054x
15 2007-09-28 … 2012-09-28 7.74% 3.20% 1.044x
16 2007-10-31 … 2012-10-31 8.49% 2.60% 1.057x
17 2007-11-30 … 2012-11-30 8.16% 3.45% 1.046x
18 2007-12-31 … 2012-12-31 8.12% 3.69% 1.043x
19 2008-01-31 … 2013-01-31 11.15% 5.85% 1.050x
20 2008-02-29 … 2013-02-28 11.45% 6.82% 1.043x
21 2008-03-31 … 2013-03-28 13.11% 7.73% 1.050x
22 2008-04-30 … 2013-04-30 14.21% 7.51% 1.062x
23 2008-05-30 … 2013-04-30 12.89% 7.81% 1.047x
24 2008-06-30 … 2013-06-28 18.02% 9.33% 1.079x
25 2008-07-31 … 2013-07-31 22.31% 10.48% 1.107x
26 2008-08-29 … 2013-07-31 22.56% 10.52% 1.109x
27 2008-09-30 … 2013-09-30 28.06% 11.48% 1.149x
28 2008-10-31 … 2013-10-31 36.12% 15.76% 1.176x
29 2008-11-28 … 2013-10-31 37.86% 17.46% 1.174x
30 2008-12-31 … 2013-12-31 40.44% 18.44% 1.186x
31 2009-01-30 … 2013-12-31 41.95% 20.64% 1.177x
32 2009-02-27 … 2014-01-31 45.91% 21.63% 1.200x
33 2009-03-31 … 2014-03-31 47.17% 20.60% 1.220x
34 2009-04-30 … 2014-04-30 45.56% 19.00% 1.223x
35 2009-05-29 … 2014-04-30 47.78% 18.32% 1.249x
36 2009-06-30 … 2014-06-30 48.70% 19.01% 1.249x
37 2009-07-31 … 2014-07-31 43.93% 17.39% 1.226x
38 2009-08-31 … 2014-08-29 43.56% 17.70% 1.220x
39 2009-09-30 … 2014-09-30 39.62% 16.64% 1.197x
40 2009-10-30 … 2014-09-30 43.87% 17.08% 1.229x
41 2009-11-30 … 2014-11-28 41.25% 16.82% 1.209x
42 2009-12-31 … 2014-12-31 39.21% 16.28% 1.197x
43 2010-01-29 … 2014-12-31 41.33% 17.23% 1.206x
44 2010-02-26 … 2015-01-30 39.67% 15.80% 1.206x
45 2010-03-31 … 2015-03-31 39.22% 15.40% 1.206x
46 2010-04-30 … 2015-04-30 37.48% 15.38% 1.192x
47 2010-05-28 … 2015-04-30 40.46% 17.09% 1.200x
48 2010-06-30 … 2015-06-30 44.26% 17.45% 1.228x
49 2010-07-30 … 2015-06-30 43.82% 16.43% 1.235x
50 2010-08-31 … 2015-08-31 40.08% 15.76% 1.210x
51 2010-09-30 … 2015-09-30 37.33% 13.61% 1.209x
52 2010-10-29 … 2015-09-30 36.63% 13.06% 1.208x
53 2010-11-30 … 2015-11-30 36.27% 15.09% 1.184x
54 2010-12-31 … 2015-12-31 35.65% 13.55% 1.195x
55 2011-01-31 … 2016-01-29 33.62% 11.90% 1.194x
56 2011-02-28 … 2016-01-29 34.05% 11.53% 1.202x
57 2011-03-31 … 2016-03-31 35.13% 12.90% 1.197x
58 2011-04-29 … 2016-04-29 33.14% 12.39% 1.185x
59 2011-05-31 … 2016-05-31 35.82% 12.94% 1.203x
60 2011-06-30 … 2016-06-30 37.50% 13.30% 1.214x
61 2011-07-29 … 2016-07-29 42.29% 14.52% 1.243x
62 2011-08-31 … 2016-08-31 43.80% 15.19% 1.248x
63 2011-09-30 … 2016-09-30 44.37% 16.32% 1.241x
64 2011-10-31 … 2016-10-31 42.88% 14.02% 1.253x
65 2011-11-30 … 2016-11-30 45.95% 14.66% 1.273x
66 2011-12-30 … 2016-12-30 45.50% 14.92% 1.266x
67 2012-01-31 … 2017-01-31 47.04% 14.63% 1.283x
68 2012-02-29 … 2017-02-28 46.64% 14.78% 1.278x
69 2012-03-30 … 2017-02-28 46.63% 14.43% 1.281x
70 2012-04-30 … 2017-04-28 42.66% 14.61% 1.245x
71 2012-05-31 … 2017-05-31 45.95% 15.98% 1.258x
72 2012-06-29 … 2017-05-31 46.73% 15.44% 1.271x
73 2012-07-31 … 2017-07-31 47.00% 15.43% 1.274x
74 2012-08-31 … 2017-08-31 46.51% 15.12% 1.273x
75 2012-09-28 … 2017-08-31 46.15% 14.77% 1.273x
76 2012-10-31 … 2017-10-31 49.28% 16.12% 1.286x
77 2012-11-30 … 2017-11-30 49.85% 16.79% 1.283x
78 2012-12-31 … 2017-12-29 48.76% 16.93% 1.272x
79 2013-01-31 … 2018-01-31 49.62% 17.57% 1.273x
80 2013-02-28 … 2018-02-28 51.58% 16.21% 1.304x
81 2013-03-28 … 2018-02-28 50.17% 15.81% 1.297x
82 2013-04-30 … 2018-04-30 47.48% 14.25% 1.291x
83 2013-05-31 … 2018-05-31 39.48% 14.57% 1.217x
84 2013-06-28 … 2018-05-31 42.60% 14.97% 1.240x
85 2013-07-31 … 2018-07-31 40.28% 14.83% 1.222x
86 2013-08-30 … 2018-07-31 41.49% 15.59% 1.224x
87 2013-09-30 … 2018-09-28 41.64% 15.84% 1.223x
88 2013-10-31 … 2018-10-31 31.93% 12.89% 1.169x
89 2013-11-29 … 2018-10-31 31.97% 12.60% 1.172x
90 2013-12-31 … 2018-12-31 30.20% 9.93% 1.184x
91 2014-01-31 … 2019-01-31 30.29% 12.37% 1.159x
92 2014-02-28 … 2019-02-28 28.01% 12.38% 1.139x
93 2014-03-31 … 2019-03-29 29.94% 12.76% 1.152x
94 2014-04-30 … 2019-04-30 31.61% 13.73% 1.157x
95 2014-05-30 … 2019-04-30 31.44% 13.54% 1.158x
96 2014-06-30 … 2019-06-28 32.19% 12.81% 1.172x
97 2014-07-31 … 2019-07-31 33.68% 13.30% 1.180x
98 2014-08-29 … 2019-07-31 33.32% 12.80% 1.182x
99 2014-09-30 … 2019-09-30 34.95% 12.70% 1.197x
100 2014-10-31 … 2019-10-31 34.62% 12.91% 1.192x
101 2014-11-28 … 2019-10-31 34.27% 12.60% 1.193x
102 2014-12-31 … 2019-12-31 36.35% 14.16% 1.194x
103 2015-01-30 … 2019-12-31 36.11% 14.85% 1.185x
104 2015-02-27 … 2020-01-31 35.24% 14.04% 1.186x
105 2015-03-31 … 2020-03-31 33.04% 8.56% 1.226x
106 2015-04-30 … 2020-04-30 35.62% 11.65% 1.215x
107 2015-05-29 … 2020-05-29 34.94% 12.61% 1.198x
108 2015-06-30 … 2020-06-30 34.78% 13.64% 1.186x
109 2015-07-31 … 2020-07-31 36.11% 14.60% 1.188x
110 2015-08-31 … 2020-08-31 41.11% 18.07% 1.195x
111 2015-09-30 … 2020-09-30 40.39% 17.05% 1.199x
112 2015-10-30 … 2020-10-30 37.03% 14.60% 1.196x
113 2015-11-30 … 2020-11-30 46.69% 17.43% 1.249x
114 2015-12-31 … 2020-12-31 48.04% 18.65% 1.248x
115 2016-01-29 … 2021-01-29 81.52% 19.26% 1.522x
116 2016-02-29 … 2021-02-26 76.58% 19.79% 1.474x
117 2016-03-31 … 2021-03-31 78.38% 19.42% 1.494x
118 2016-04-29 … 2021-03-31 80.08% 19.66% 1.505x
119 2016-05-31 … 2021-05-28 77.98% 20.42% 1.478x
120 2016-06-30 … 2021-06-30 77.00% 21.06% 1.462x
121 2016-07-29 … 2021-06-30 75.14% 20.63% 1.452x
122 2016-08-31 … 2021-08-31 77.61% 21.75% 1.459x
123 2016-09-30 … 2021-09-30 73.31% 20.22% 1.442x
124 2016-10-31 … 2021-10-29 78.73% 22.50% 1.459x
125 2016-11-30 … 2021-11-30 77.37% 21.87% 1.455x
126 2016-12-30 … 2021-11-30 78.22% 21.75% 1.464x
127 2017-01-31 … 2022-01-31 68.73% 20.17% 1.404x
128 2017-02-28 … 2022-02-28 67.06% 18.51% 1.410x
129 2017-03-31 … 2022-03-31 70.47% 19.46% 1.427x
130 2017-04-28 … 2022-03-31 72.30% 19.46% 1.442x
131 2017-05-31 … 2022-05-31 68.74% 15.59% 1.460x
132 2017-06-30 … 2022-06-30 68.14% 13.08% 1.487x
133 2017-07-31 … 2022-07-29 67.02% 15.16% 1.450x
134 2017-08-31 … 2022-08-31 64.03% 13.72% 1.442x
135 2017-09-29 … 2022-08-31 63.48% 13.56% 1.440x
136 2017-10-31 … 2022-10-31 57.91% 11.86% 1.412x
137 2017-11-30 … 2022-11-30 57.59% 12.52% 1.401x
138 2017-12-29 … 2022-11-30 58.41% 12.46% 1.409x
139 2018-01-31 … 2023-01-31 54.71% 11.01% 1.394x
140 2018-02-28 … 2023-02-28 51.53% 11.03% 1.365x
141 2018-03-29 … 2023-02-28 51.46% 11.72% 1.356x
142 2018-04-30 … 2023-04-28 49.64% 13.01% 1.324x
143 2018-05-31 … 2023-05-31 52.46% 12.95% 1.350x
144 2018-06-29 … 2023-05-31 52.28% 13.01% 1.347x
145 2018-07-31 … 2023-07-31 57.80% 14.67% 1.376x
146 2018-08-31 … 2023-08-31 54.85% 13.51% 1.364x
147 2018-09-28 … 2023-08-31 54.70% 13.56% 1.362x
148 2018-10-31 … 2023-10-31 55.15% 12.60% 1.378x
149 2018-11-30 … 2023-11-30 57.02% 14.58% 1.370x
150 2018-12-31 … 2023-12-29 64.09% 17.26% 1.399x
151 2019-01-31 … 2024-01-31 62.64% 16.27% 1.399x
152 2019-02-28 … 2024-01-31 62.55% 15.94% 1.402x
153 2019-03-29 … 2024-03-28 72.50% 17.50% 1.468x
154 2019-04-30 … 2024-04-30 69.77% 15.50% 1.470x
155 2019-05-31 … 2024-05-31 72.60% 18.12% 1.461x
156 2019-06-28 … 2024-06-28 70.96% 17.99% 1.449x
157 2019-07-31 … 2024-07-31 66.77% 17.70% 1.417x
158 2019-08-30 … 2024-08-30 65.74% 18.41% 1.400x
159 2019-09-30 … 2024-09-30 68.77% 18.65% 1.422x
160 2019-10-31 … 2024-10-31 69.28% 17.87% 1.436x
161 2019-11-29 … 2024-11-29 74.30% 18.64% 1.469x
162 2019-12-31 … 2024-12-31 67.56% 17.62% 1.425x
163 2020-01-31 … 2025-01-31 72.45% 18.07% 1.461x
164 2020-02-28 … 2025-02-28 70.52% 19.00% 1.433x
165 2020-03-31 … 2025-03-31 68.44% 19.24% 1.413x
166 2020-04-30 … 2025-04-30 65.65% 16.49% 1.422x
167 2020-05-29 … 2025-04-30 65.50% 15.80% 1.429x
168 2020-06-30 … 2025-06-30 63.36% 18.19% 1.382x
169 2020-07-31 … 2025-07-31 62.32% 17.87% 1.377x
170 2020-08-31 … 2025-08-29 61.50% 16.69% 1.384x
171 2020-09-30 … 2025-09-30 67.03% 18.57% 1.409x
172 2020-10-30 … 2025-09-30 69.69% 19.43% 1.421x
173 2020-11-30 … 2025-11-28 60.68% 17.77% 1.364x
174 2020-12-31 … 2025-12-31 63.60% 16.92% 1.399x
175 2021-01-29 … 2025-12-31 41.05% 17.20% 1.204x
176 2021-02-26 … 2026-01-30 48.53% 17.04% 1.269x
177 2021-03-31 … 2026-03-31 46.27% 14.07% 1.282x
178 2021-04-30 … 2026-04-30 46.81% 16.03% 1.265x
179 2021-05-28 … 2026-04-30 46.86% 16.22% 1.264x
Notes
mode=exploit; family=regime-momentum-quality-value. Auto (mutate); variant=1102.
Lesson notes
#820 · degrade · relative_return Δ -0.1582 · parent exp_758 · Jul 21, 2026 · auto/exploit; benchmark CAPW_UNIV
exploit/regime-momentum-quality-value: relative_return 1.2676x (delta -0.1582 vs exp_758); win-rate 100.0%, worst-window 1.034436, dispersion 19.0977%.
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 CPQ BRK-B PEP CPB ES GL ATO DGX ETR NEE
2006-08-31 MAY MNST ILMN AKAM ATI ADM EME SLG LVS GRMN NUE AT DECK STLD TEX
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 ILMN AT MNST ALGN ATI LVS BMET INCLF ALB MRK EME
2006-11-30 MAY ICE ILMN AKAM DECK ATI ALGN MTW AT NVDA UAA REGN ALB MA BMET
2006-12-29 MAY ICE ALGN AT ILMN NVDA AKAM ATI BMET MTW DECK MA CF WST ALB
2007-01-31 MAY ICE ALGN AT MA GT AKAM BMET MGM BKNG WYNN CF KMX LVS ALXN
2007-02-28 MAY ALGN ICE CF MGM ATI GT MA DECK BKNG ALB DLX EOP AKAM AT
2007-03-30 MAY CF GT DLX ICE MGM ATI CE ANDV STLD MOS BKNG TEX ALB OI
2007-04-30 MAY GT CF ANDV OI ALGN MOS DLX BKNG INCY CLF NRG ON ICE MGM
2007-05-31 MAY GT ALGN CF FSLR CLF DLX OI ANDV MA DECK AMZN MOS ICE ON
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 ALGN AMZN MA AL MOS OI DECK AXON ISRG JEC ALXN
2007-08-31 ALGN CF KMG AMZN AL ISRG OI MA MOS CMI GME DECK AXON GRMN NOV
2007-09-28 CF KMG AMZN MOS GRMN AL MPWR OI NOV CMG ISRG BKNG GME AXON CMI
2007-10-31 CF MOS ISRG AL CMG GRMN NOV MPWR FSLR GME KMG DECK BBBY OI BKNG
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 ED SO WEC ELV D
2008-01-31 MAY JNJ CVG CL PG MO SO ATO CLX KO DGX WEC LH ABT KMB
2008-02-29 MAY CVG JNJ PG CHD MO CL KO MEE ABT KMB WMT LMT SO PRGO
2008-03-31 MAY CVG PG MEE JNJ CL CHD KO KMB SWN HRL MO AFL ESV WMT
2008-04-30 MAY CVG MEE JNJ PG CHD ESV KO WMT SWN WEC KMB AWK GD BRK-B
2008-05-30 MOS MA FSLR CF MEE CLF ESV SWN ILMN BKNG HP BTUUQ RRC CNX CTRA
2008-06-30 SW MAY MEE ESV TTWO SWN JNJ BAX BTUUQ FMC MKC BCR CHD SO FE
2008-07-31 SWN ESV MAY BCR MEE DF BTUUQ APOL ATGE CELG EW FDO FI JNJ HRS
2008-08-29 SWN BCR MOS ESV AMT CLF DF CF MEE MS FSLR APOL ATGE CELG FDO
2008-09-30 SWN BCR DF FDO CELG GIS APOL ATGE FI ESV HRS HCBK CEPH EDS BIG
2008-10-31 WWY SWN GIS CHD CPB CLX ABT BCR ED CAG MKC LDOS DF BAX TECH
2008-11-28 GIS CHD CLX DLTR ABT MCD ED KR WMT CPB SWN CASY LDOS LH TECH
2008-12-31 ABT LDOS CHD DLTR MCD GIS CLX ED KR AON WMT BMY AJG LH CPB
2009-01-30 MCD ED ABT LDOS EW AMGN GIS DLTR CHD HET BMY WEC GILD MKC HSY
2009-02-27 HET ED LDOS EW PCG MCD XEL WEC ABT AMGN JNJ CHD HSY MKC GIS
2009-03-31 AZO HET ED EW PCG XEL MCD CHD WEC LDOS NFLX CPB DLTR JNJ VTRS
2009-04-30 AZO NFLX HET ED MNST XEL BR CLX PCG CHD MCD SNPS NEE ROST WEC
2009-05-29 ORLY AZO HRL DLTR BKNG HET DGX ROST MCD IBM ED JNJ NEE EW PCG
2009-06-30 CAR F PALM AN NFLX ORLY FHN BLDR DXCM DDS ASH MBI WDC MKTX TSCO
2009-07-31 CAR F BLDR AN PALM ASH SWKS ORLY FITB NFLX CMG ULTA WBD STX DDS
2009-08-31 CAR F PALM AN GNW ASH MU BLDR BKNG NFLX CMG UIS SSP WBD UPS
2009-09-30 CAR PALM GNW SW BKNG MTG SSP ASH WBD SNDK MU UIS AAPL THC F
2009-10-30 CAR GNW SW SSP PALM KMG HIG BC BKNG GGP SNDK DDS INCY UIS F
2009-11-30 CAR GNW KMG SSP UIS GGP BC SW DDS INCY SNDK LULU WFM STX BKNG
2009-12-31 CAR SANM GGP SSP UAL UIS BC DDS AMD LPX LULU SW INCY THC KMG
2010-01-29 CAR SANM UAL GNW GGP AMD SW UIS INCY RCL SSP LULU F THC BC
2010-02-26 CAR SANM GNW UAL UIS GGP CLF ACS AAL F ASH LYV INCY AMD SMCI
2010-03-31 SANM GNW CAR INCY UAL CLF LYV GGP F UIS SMCI MTG MAC BKNG LULU
2010-04-30 UAL GNW SANM INCY MTG CAR LYV ETFC GGP SSP VIAV WLL BKNG DDS BC
2010-05-28 UAL SSP ETFC SANM BC AAL MTG INCY VSTNQ NFLX GGP WLL DDS LULU BBWI
2010-06-30 ETFC UST CVG CPB DLTR KMB CLX SO PG MCD AZO COR HRL ED GIS
2010-07-30 SW CVG ETFC UST AZO KMB HRL SO CASY CPB CLX DLTR MO ED MCD
2010-08-31 CPQ AZO ETFC CVG LUMN CASY MCD UST KMB MO CPB CLX ED SO CCU
2010-09-30 ETFC NFLX NTAP AKAM FFIV BBWI BKNG VSTNQ LVS UAL CCU CMI CMG VRTS IPGP
2010-10-29 ETFC NFLX NTAP AAL UAL LVS FFIV BKNG BBWI CMG INCY WLL VRTS EC AKAM
2010-11-30 ETFC LVS UAL NFLX BBWI VRTS FFIV HON CMG MBI NTAP AAL BKNG FTNT MRO
2010-12-31 ETFC LVS VRTS NFLX MBI URI ACAS HON BBWI FFIV ANF BKNG CMG WLL MRVL
2011-01-31 MAY ETFC MRVL HON ACAS URI LVS BBWI VRTS WLL MRO NFLX LULU MOS ANF
2011-02-28 MAY ETFC URI HON MRVL MRO LULU BBWI IPGP ACAS MOS VRTS ANF NFLX LVS
2011-03-31 MAY ETFC IPGP WYNN URI MRVL VRTS BBWI MOS LULU ANF ON NXPI FTNT ANDV
2011-04-29 MAY IPGP WYNN MU ETFC LULU ON ANDV FTNT MOS CAT URI NXPI VRTS ULTA
2011-05-31 MAY IPGP KLAC MU ETFC LULU FTNT EP WYNN LRCX NXPI REGN BKNG ACAS ABMD
2011-06-30 MAY IPGP KLAC FTNT EP ANF ETFC REGN ULTA WYNN MU LULU VRTS BKNG ABMD
2011-07-29 MAY IPGP LULU ULTA CTRA EP ANF KLAC VRTS WCG COG REGN ABMD WYNN DPZ
2011-08-31 MCD SO UST AZO KMB PG GIS ED D CAG AEP K ABT MDLZ CL
2011-09-30 UST SO KMB MCD AZO D ED DUK PG GIS MO BMY AEP VZ HSY
2011-10-31 SO MCD CVG D AZO UST ED DUK V AEP BMY KMB MO PG VZ
2011-11-30 V ED D MCD MA AEP MO MSFT SO BMY AMT DLTR ISRG ABT AMGN
2011-12-30 V MCD MO ED MA D BMY AEP MSFT ISRG AMT SO ABT AMGN DLTR
2012-01-31 VZ GNRC COG WCG DPZ WYNN REGN URI CF TIN MNST FAST EP MA DG
2012-02-29 STX URI REGN EOG VLO WCG COG DPZ ULTA CF HFC MOH FAST MNST AAPL
2012-03-30 STX BLDR EOG REGN CF VLO URI DPZ AAPL HFC MOH WCG MNST LYB EQIX
2012-04-30 REGN BLDR URI EOG STX AAPL CF DPZ MNST EQIX VLO BKNG M V EC
2012-05-31 BLDR REGN AAL STX AAPL MNST EOG EQIX LULU BKNG ORLY EC ISRG V DAL
2012-06-29 AAL BLDR REGN AAPL STX EQIX MNST EOG DHI SHW CF DAL BKNG LEN TJX
2012-07-31 LEN STX BLDR AAL REGN AAPL EQIX SHW EOG MNST PHM GPS V DHI ROST
2012-08-31 DHI STX PHM LEN URI AAL REGN GPS BLDR EQIX LPX SHW ALGN ROST STZ
2012-09-28 DHI PHM STX BLDR LEN URI LPX ANDV KBH GPS ALGN EQIX LYB REGN EXPE
2012-10-31 DHI PHM BLDR BBBY KBH LEN LPX URI STX WHR GNRC REGN ANDV STZ ALL
2012-11-30 BLDR PHM DHI BBBY KBH LEN LPX ALL STZ WHR ANDV GNRC STX REGN MPC
2012-12-31 REGN PHM BBBY LPX WHR SW KBH ANDV GNRC BLDR LEN EXPE AXON TEX GILD
2013-01-31 PHM LPX BLDR KBH BBBY THC WHR OMX NFLX LEN ANDV SW DHI AXON VRTS
2013-02-28 NFLX OMX LPX VRTS PHM APO THC GNRC DHI AXON MPC KBH BBBY SW MTG
2013-03-28 KKR NFLX OMX VRTS LPX MTG THC FMCC KBH MPC CPAY ANDV FNMA CTRA PHM
2013-04-30 KKR OMX FNMA FMCC NFLX MTG VRTS THC ANDV KBH CAR APO HRB CPAY STZ
2013-05-31 FNMA FMCC OMX KKR FSLR NFLX MTG BBBY KBH VRTS APO STZ THC ANDV SVU
2013-06-28 FNMA FMCC OMX KKR BBBY TSLA NFLX FSLR MTG MU VRTS SVU BBY CPAY FL
2013-07-31 FNMA FMCC OMX KKR TSLA BBBY MTG GME SVU FSLR NFLX MU GILD EA CPAY
2013-08-30 OMX FNMA FMCC TSLA MTG BBBY SVU NXPI BBY GME FL DAL TRIP NFLX FSLR
2013-09-30 OMX TSLA FNMA FMCC MTG BBBY NFLX NXPI SVU META MU AXON BBY DAL FL
2013-10-31 OMX TSLA FNMA FMCC NXPI MTG MU FANG META AXON DAL INCY BBY FL DXCM
2013-11-29 OMX FNMA FMCC PHM NFLX BX INCY MTG MU TSLA META BBY DAL AXON FL
2013-12-31 FNMA FMCC PHM INCY NFLX BX META MU TSLA KATE URI AXON FL FANG MTG
2014-01-31 FNMA FMCC INCY PHM TKO BX MU TSLA DXCM ILMN NFLX URI AXON KATE META
2014-02-28 FMCC FNMA PHM TKO ILMN TSLA BX AAL INCY MU URI FRX DXCM META DAL
2014-03-31 FMCC FNMA RCL TKO TSLA ILMN DAL FRX AAL URI FSLR DXCM FANG INCY PHM
2014-04-30 FMCC FNMA RCL TKO TSLA DAL FRX MU URI FANG ILMN AAL CAR MTW AMAT
2014-05-30 META DAL FMCC FRX TSLA FANG AAL MU FNMA ILMN URI SWKS NXPI TPL AVGO
2014-06-30 META FMCC DAL FNMA FRX AAL FANG URI ILMN SWKS MU TPL NBR NFX WLL
2014-07-31 META FMCC FANG MU SWKS FNMA TPL DAL FRX NBR NFX URI TRGP CAR LRCX
2014-08-29 FMCC LUV DAL RCL SWKS FNMA LRCX MU NXPI URI CAR TPL VZ NFX TRGP
2014-09-30 LUV SWKS RCL TPL GILD ENPH NXPI SMCI LRCX META MU VZ DAL URI NFLX
2014-10-31 MMI PANW RCL ENPH SMCI SWKS LUV META MU GILD NXPI LRCX TPL VZ PHM
2014-11-28 RCL MMI SWKS PANW LUV SMCI NXPI LRCX PAYC EW META MNST PHM VZ DAL
2014-12-31 SBUX SWKS LUV PANW AXON EW MMI RCL SMCI ENPH MNST EA UAL PAYC AMGN
2015-01-30 SBUX SWKS AXON PANW LUV MNST EA MMI EW PAYC CNC KR BBWI RCL ALK
2015-02-27 SBUX SWKS PANW SMCI EA LUV CNC MNST MMI EW LULU KR ANDV BBWI HSP
2015-03-31 SBUX SWKS CNC EA PANW INCY MNST SMCI ANDV AVGO MOH MMI EPAM HSP NCLH
2015-04-30 SBUX SWKS PAYC PANW KMG EA DXCM HSP BLDR CNC MNST INCY ABMD AVGO EPAM
2015-05-29 SBUX BLDR SWKS AXON PAYC KMG INCY PANW DXCM BTUUQ CNXT NFLX MMI AVGO CZR
2015-06-30 BTUUQ SBUX PLD SWKS BLDR PAYC CNC AXON PANW INCY AVGO GILD DXCM ABMD CZR
2015-07-31 BLDR SBUX PLD BTUUQ PAYC PANW AXON CZR ABMD DXCM CNC INCY MMI EPAM MNST
2015-08-31 GILD V GE EBAY MA CVG MCO CCI MO PSA NVR ABMD SPG HAS ED
2015-09-30 V MA GE EBAY CVG GILD PSA UST ED MO MCO SPG ACGL CCI AMT
2015-10-30 V MA MO CVG GE PSA GILD UST SPG CCI ED AMT BKNG ATO ACGL
2015-11-30 FIX ABMD CZR AMZN NFLX CCI TYL GPN ATVI BLDR GE GOOGL AYI NVDA CVC
2015-12-31 GE V GILD ABMD PSA MA MO ATVI CCI GOOGL JKHY MCD CVG HRL META
2016-01-29 GE MCD V PSA GILD ABMD MO KLAC ISRG CVG MA GOOGL UST HRL DHR
2016-02-29 GE SPG V GILD MCD KLAC MO ISRG ED VZ T PSA UST CPB ATO
2016-03-31 EBAY ABMD TSN CZR MAT GE NVDA HRL KLAC FSLR GDDY DAL NEM MKTX ANF
2016-04-29 EBAY TSN ABMD CNX GE CZR AMD LITE NVDA NEM MTW EW AVGO HRL EVRG
2016-05-31 AMD CZR NVDA CLF F WB ABMD META CCI MTW TSN DXC EVRG EW ULTA
2016-06-30 CLF NVDA AMD DXC CZR OKE X CCI ABMD EVRG F WB AWK MDR DLR
2016-07-29 CLF AMD NVDA WB X NEM FCX PAYC CNX DXC CCI DHR F ANF CZR
2016-08-31 AMD SPGI WB CLF NVDA X DHR NEM JOY WPX DXC MDR CNX OKE NAV
2016-09-30 WB SPGI AMD X NVDA CLF DHR JOY WPX CNX LITE NEM AMAT NAV MDR
2016-10-31 SPGI AMD WB X NVDA LITE CNX DHR JOY WPX DXC TPL NAV AMAT MDR
2016-11-30 SPGI AMD X CLF WB NVDA TPL CNX DHR WPX LITE JOY NAV FMCC WOR
2016-12-30 CLF SPGI X NVDA AMD FMCC FNMA TPL WB WPX UIS NBR NAV CNX TRGP
2017-01-31 AMD SPGI NVDA X CLF FMCC FNMA TPL NBR TRGP WB URI NAV WPX FCX
2017-02-28 AMD CLF SPGI X NVDA TPL FNMA FMCC URI WB CSX NAV NBR SLM DXC
2017-03-31 AMD CLF NVDA X MRO URI FMCC ANET FNMA EBAY SLM NAV CSX BAC RF
2017-04-28 AMD NVDA X KMG ANET EBAY SLM AMAT MRO NAV FMCC CSX MU IDXX FNMA
2017-05-31 KHC KMG NVDA AMD XYZ X ANET BX WB LRCX CSX TTD NAV AMAT IDXX
2017-06-30 KHC NVDA XYZ WB ANET LITE BX CSX VRTX TTWO AMAT PAYC LRCX ALGN EBAY
2017-07-31 KHC NVDA XYZ MU ANET WB ALGN LITE VRTX BX PAYC TTWO LRCX AMAT VEEV
2017-08-31 NVDA MU WB XYZ VRTX TTWO ALGN NRG ANET BA LRCX SEDG IPGP BX RCL
2017-09-29 NVDA WB TTWO XYZ MU IPGP ANET ALGN SEDG TTD NRG BA LRCX VRTX MTW
2017-10-31 BBBY NVDA XYZ SEDG TTD TTWO ALGN MU NRG WB MTW ANET LRCX IPGP MCHP
2017-11-30 BBBY ENPH MCHP XYZ SEDG ALGN FTNT ANET NRG IPGP NVDA KKR TTWO MU LRCX
2017-12-29 BBBY ENPH MCHP SEDG FTNT ANET XYZ WB ALGN NCC NRG KKR IPGP TTWO TWTR
2018-01-31 BBBY MCHP ANET FTNT SEDG NKTR XYZ ALGN PENN CZR WB TWTR KKR MTCH ENPH
2018-02-28 NKTR BBBY ENPH MCHP FTNT XYZ SEDG ANET EC MTCH NVDA ALGN MAY KKR TWTR
2018-03-29 NKTR ENPH SEDG NCC NXPI MAY BBBY MTCH XYZ EC ETSY ANET FSLR NFLX ON
2018-04-30 CCI NKTR V MA SPG KDP HET BKNG ADBE SPGI YUM EXR AMGN PSA CDAY
2018-05-31 NKTR ENPH MRVL MU AXON SEDG EC CVNA HET THC ETSY TKO CCI TPL NFLX
2018-06-29 ENPH NKTR MU TKO HET AXON ETSY NFLX THC XYZ CCI SEDG TTD TPL CVNA
2018-07-31 ENPH TKO HET AXON ETSY CVNA NKTR THC CCI MU SEDG M TTD XYZ ABMD
2018-08-31 ENPH HET CVNA TKO AXON CCI ETSY XYZ TTD DXCM SVU LULU THC ABMD MOH
2018-09-28 HET CVNA TKO TTD AMD XYZ DXCM CCI ETSY AXON ABMD UIS LULU FTNT MOH
2018-10-31 CCI HET EXR DXCM SPG MKC EVHC ABMD TKO YUM V KDP TJX HCA MRK
2018-11-30 CCI HET EXR MKC SPG MRK KMG ESRX KDP YUM HCA O PFE SAF MCD
2018-12-31 CCI HET EXR AET UST MRK YUM MKC KDP MCD VRT ESRX SPG CME EXC
2019-01-31 CCI HET EXR UST RHT SPG O YUM MCD ERIE EXC DOC DUK CNP ES
2019-02-28 HET EOG CCI ENPH TTD ETSY FNMA RHT FMCC DXCM CIEN SSP ERIE XLNX KEYS
2019-03-29 HET TTD CCI JNJ FNMA ENPH FMCC FTNT AVGO ETSY RHT VRTX CMG CAT CDNS
2019-04-30 HET TTD CCI ENPH SNPS CVNA ANF FMCC FNMA AMD ETSY FTNT AVP JNJ VEEV
2019-05-31 CCI EXR HET VRT SAF ERIE PEP SBUX UST HSY MDLZ WRB ECL SO YUM
2019-06-28 HET ENPH CCI FNMA SNPS FMCC AVP TTD ERIE VEEV JNJ AMD MTCH PAYC XRX
2019-07-31 HET ENPH CCI TTD AVP VEEV ERIE MTCH PAYC MKTX CVNA CDNS FICO BALL SNPS
2019-08-30 HET ENPH CCI AVP MKTX SEDG BALL MTCH SBUX SBAC CVNA HSY NCC ERIE PODD
2019-09-30 HET ENPH CSCO CCI SEDG AVP NCC PODD MKTX FNMA FMCC TER GNRC BLDR BALL
2019-10-31 HET ENPH CSCO CCI AVP SEDG FNMA PODD FMCC GNRC BLDR KLAC KBH TER LRCX
2019-11-29 HET CSCO ENPH CCI AVP NCC BLDR GNRC SEDG CVNA PODD XRX KLAC LITE DXCM
2019-12-31 HET XRX ENPH CCI MCHP LLY CVNA THC AVP BLDR QRVO SEDG PODD TER KLAC
2020-01-31 HET XRX CCI TSLA LLY MCHP ENPH PODD SEDG CVNA AVP BLDR GNRC APO AAPL
2020-02-28 CCI HET EXR TE SAF UST TYL JNJ PEP KO DGX KMB AON FII RMD
2020-03-31 CCI EXR TE UST AMT NCC GEN BMY KR TYL VZ DXCM DVN REGN CLX
2020-04-30 CCI EXR UST TE AMT GEN DVN NCC REGN BMY DXCM KR VZ CLX AMZN
2020-05-29 CCI EXR TE UST AMT GEN DVN NCC REGN DXCM CLX BMY EBAY KR WST
2020-06-30 CCI AMT UST TE EBAY CLX DG GIS ABBV TSLA REGN K MSFT CNXT AAPL
2020-07-31 BBBY MRNA TSLA DXCM CCI NVDA SEDG REGN NEM ETSY CVNA ENPH AMD WST PYPL
2020-08-31 BBBY TSLA ENPH MRNA AMD CCI NVDA ETSY CVNA RRC SEDG DXCM AAPL XYZ REGN
2020-09-30 BBBY TSLA ENPH PENN CVNA TUP MRNA AMD SEDG XYZ CCI ETSY NVDA DDOG TTD
2020-10-30 BBBY ENPH TSLA TUP PENN SEDG CVNA XYZ MRNA DDOG ETSY CRWD NVDA TTD CCI
2020-11-30 BBBY TSLA TUP ENPH NOW MRNA GME CCI TTD SEDG ETSY XYZ CVNA PENN AMD
2020-12-31 BBBY ENPH TSLA TUP MRNA GME NOW CCI PENN SEDG ETSY XYZ TTD CRWD CVNA
2021-01-29 GME ENPH BBBY NOW MRNA TSLA CCI ETSY TUP CRWD SEDG CPB PENN CVNA TTD
2021-02-26 GME NOW CCI TUP MRNA ENPH CPB CPRI VIAC TPR ETSY BBBY DDS NBR PENN
2021-03-31 GME TUP BBBY NBR CCI PENN MRNA VIAC ETSY TPL CPRI ENPH KSS CZR CLF
2021-04-30 GME TUP CRM NBR VIAC TPL CAR MRNA QEP BBWI PENN CLF COTY CPRI CCI
2021-05-28 GME CRM DDS CAR TUP CCI TPL FCX BBWI XEC MTW THC IVZ CLF TDC
2021-06-30 GME DDS ANF BX BBWI RRC MRNA CAR KSS TPL RRD TDC XEC NAVI BBBY
2021-07-30 GME DDS RRD BX MRNA NUE CAR BBWI MBI MDP ANF STLD NAVI TPL FTNT
2021-08-31 GME KKR DDS MRNA RRD BX MDP CLF NUE NAVI XEC SBNY FTNT CAR IT
2021-09-30 GME MRNA KKR RRD DDS RRC MDP BX JWN MRO DVN CAR M TRGP IT
2021-10-29 GME KKR MRNA DDS RRC RRD MRO DVN CAR JWN M MDP BX MUR TRGP
2021-11-30 GME CAR DDS RRD WFC BX TSLA AMD JWN KKR MRNA DVN MRO MDP NVDA
2021-12-31 CAR GME RRD DDS WFC BX TSLA ON BLDR JWN DVN AMD MRO KKR NVDA
2022-01-31 EXR AMT RRD ABX CCI ABBV MO EXC MCD PEP HSY PPL FE PLD SO
2022-02-28 EXR AMT RRD ABX ABBV MCK CCI EXC MCD COR MO HSY GD CVX TRGP
2022-03-31 AMT EXR RRD ABBV CCI ABX TRGP MCK EXC BMY COR SRE REGN ED NI
2022-04-29 AMT EXR CCI ABX BMY MCK ABBV KO REGN HSY VRTX SRE EXC ED TRGP
2022-05-31 AMT CCI EXR ABX FHN BMY ED AMGN MRK EXC ABBV WRB NI JNJ CNP
2022-06-30 AMT EXR CCI ABX BMY FHN AMGN ED JNJ ABBV MCK D WRB ATO MRK
2022-07-29 AMT EXR CCI ABX AMGN BMY FHN JNJ ABBV MCK MCD ED MRK ATO LW
2022-08-31 AMT EXR CCI ABX AMGN MCK FHN CPB KO MCD PEP GIS HSY LW GPC
2022-09-30 AMT EXR CCI ABX FHN HSY ERIE GIS MCK VRTX SJM KO AMGN LW PEP
2022-10-31 AMT EXR CCI ABX FHN TKO HSY CI MCK LW SJM GIS ERIE MRK JNJ
2022-11-30 T UCL CF FSLR TPL DYN SMCI HES DVN OXY FTI APA ODP COP ENPH
2022-12-30 T FSLR SMCI UCL FTI HES CF APA TPL ODP OXY COP MPC DVN SLB
2023-01-31 UCL T FSLR HES FTI ODP CF SMCI STLD TPL APA DDS MPC CEG ATI
2023-02-28 UCL T FTI FSLR HES SMCI STLD ODP ASO CF CCI OI BKNG FLR AXON
2023-03-31 UCL VLO SMCI PSX FSLR FTI OXY OI MTW AXON TEX HES CCI FIX STLD
2023-04-28 UCL VLO FSLR SMCI META NVDA AXON PSX FICO OXY LVS COTY FTI GE PHM
2023-05-31 EXR AMT CCI ABX V LW MCD PHM MO HSY KO VRTX PEP GIS GILD
2023-06-30 SMCI H CVNA NVDA RCL BLDR FSLR VRT BKNG PLTR META UCL GE NFLX AVGO
2023-07-31 SMCI H CVNA NVDA RCL PLTR VRT META BLDR BKNG CCL AVGO TTD PHM UBER
2023-08-31 SMCI CVNA UCL APP VRT NVDA PLTR BLDR ANF RCL NOW AVGO PHM META EXR
2023-09-29 EXR CCI AMT V MO MA MRSH MCD BRK-B VRSK JPM L EMR CSCO ROP
2023-10-31 EXR CCI AMT V CBOE AFL MRSH CME CSCO VRTX ROP L BRK-B LIN CVG
2023-11-30 CVNA VRT ANF DAL APP COIN EBAY SMCI GPS META EXR NVDA FNMA FTI DELL
2023-12-29 CVNA COIN ANF DAL VRT FNMA APP GPS EXR EBAY FMCC CRWD SMCI NVDA PLTR
2024-01-31 ANF FNMA VRT CVNA SMCI DAL FMCC EXR CRWD APP COIN EBAY NVDA ANET CRM
2024-02-29 SMCI GE ANF CVNA ADCT VRT COIN FNMA CRWD EXR NVDA DYN APP FMCC META
2024-03-28 SMCI GE CVNA ADCT COIN ANF VRT DYN FNMA EXR APP NVDA FMCC VST GPS
2024-04-30 CVNA SMCI ADCT ANF GE COIN VRT DYN EXR APP NVDA VST PANW FNMA FMCC
2024-05-31 ANF CVNA VRT SMCI ADCT VST FNMA FMCC DYN PANW NVDA APP COIN DELL EXR
2024-06-28 ANF SMCI CVNA VST DYN NVDA VRT APP PANW FMCC FNMA DELL GPS COIN EXR
2024-07-31 ANF CVNA NVDA VST DYN APP VRT EXR CRM LU COIN FMCC FNMA DELL HOOD
2024-08-30 LUMN ANF DYN NVDA CVNA CRM PANW VST EXR PBI CCI THC NRG KKR PGR
2024-09-30 LUMN DYN CVNA NVDA ANF EXR CCI VST APP PANW PBI THC PGR CEG KKR
2024-10-31 LUMN CVNA APP NVDA DYN VST EXR CCI COHR ANF PANW KKR PLTR CEG ADCT
2024-11-29 LUMN CVNA APP WYNN PLTR VST TPL CCI HOOD AXON COHR FMCC NVDA EXR FNMA
2024-12-31 APP LUMN WYNN PLTR FMCC CVNA VST FNMA CCI LB AXON HOOD TPL UAL VRT
2025-01-31 APP FMCC PLTR WYNN FNMA CVNA HOOD LUMN VST UAL CCI AXON IBKR ALK TSLA
2025-02-28 FNMA FMCC APP WYNN PLTR HOOD CVNA VST CCI UAL TPL ALK TPR ECHO PBI
2025-03-31 EXR AMT CCI CA VRSN BRO V FOX MO EVRG AON RSG FOXA CME CAH
2025-04-30 EXR AMT CCI CA CNP MO VRSN CME ATO WEC EVRG COR EXC PNW MCK
2025-05-30 CCI AMT EXR CA PM CNP CME MO RSG BUD CAH MNST ATO WEC VRSN
2025-06-30 FNMA HOOD FMCC PLTR GILD APP UBER GEV CVNA CCI NRG HWM CAR AXON LUMN
2025-07-31 HOOD FNMA FMCC PLTR GILD GEV UBER APP CVNA CCI CAR NRG UCL TPR SMCI
2025-08-29 HOOD FNMA FMCC PLTR UCL APP GEV CAR FIX STX CVNA ECHO LITE CCI VST
2025-09-30 FNMA FMCC HOOD APP ECHO PLTR STX WDC LITE FIX AVGO GEV ADCT CIEN UCL
2025-10-31 HOOD FMCC FNMA MU ECHO APP LITE STX WDC TE CIEN PLTR SEDG WBD ADCT
2025-11-28 ECHO HOOD LITE MU WDC STX TE CIEN NKTR WBD AVGO FMCC FNMA SEDG LRCX
2025-12-31 GILD LITE TE ECHO WDC MU CIEN STX HOOD WBD NKTR CCI KSS NEM FNMA
2026-01-30 TE GILD LITE ECHO WDC MU STX CIEN WBD LRCX SSP CCI ALB NEM NKTR
2026-02-27 LITE WDC TE GILD MU CIEN STX COHR LRCX ECHO FIX VIAV TER WBD CCI
2026-03-31 CCI EXR AMT ABI PCS CAM CA EA WBD JNJ BHF UST ATO FE L
2026-04-30 LITE WDC GILD CIEN MU STX VIAV COHR ECHO SSP NBR CCI FIX TER ALB
2026-05-29 LITE MU WDC GILD STX CIEN VIAV INTC ECHO TE AMD COHR DELL CCI TER
2026-06-26 MU WDC LITE STX INTC WHR CIEN TE VIAV DELL MRVL DD AMD TER GLW
Scoring script (python)
# Auto-generated (mutate) variant 1102 — regime-momentum-quality-value sweep point.
FORMULA_NAME = "regime-momentum-quality-value (mutate v1102)"
LOGIC_VARIANT_COUNT = 2
NOTES = "mode=exploit; family=regime-momentum-quality-value. Auto (mutate); variant=1102."

BULL = {"momentum_12_1_pct": (0.258, +1), "return_6m_pct": (0.254, +1), "eps_growth_pct": (0.25, +1),
        "free_cash_flow_margin_pct": (0.158, +1), "forward_pe": (0.075, -1), "peg": (0.079, -1)}
RISK_OFF = {"realized_vol_3m": (0.35, -1), "free_cash_flow_margin_pct": (0.158, +1),
            "operating_margin_pct": (0.10, +1), "forward_pe": (0.075, -1), "peg": (0.079, -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