Request pack
Formation comparison · 2026-04-13 · seed 19

One formation.
Four portfolio arms.

Formation 2026-04-13 · entry 2026-04-13 · seed 19 · 2026-W16

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P/L comparison

Buy & hold

P/L COMPARISON · PERCENT FROM ENTRY
CW1617181920212223242526272829303132333435363738202634.5%0%-3.7%P/L
buy & hold · participation factor overlaybuy & hold · Qlib / Alpha158 baseline

Weekly rebalance

P/L COMPARISON · PERCENT FROM ENTRY
CW1617181920212223242526272829303132333435363738202623.2%0%-2.5%P/L
weekly rebalance · participation factor overlayweekly rebalance · Qlib / Alpha158 baseline

Performance tables

ManagementArmHorizonStatusReturnMaximumMax dateDrawdown
buy & holdparticipation factor overlay3 monthscomplete23.49%25.92%2026-06-02-6.81%
buy & holdparticipation factor overlay6 monthsopen · current through 2026-09-1825.76%30.81%2026-08-13-6.81%
buy & holdQlib / Alpha158 baseline3 monthscomplete20.84%22.72%2026-06-02-6.53%
buy & holdQlib / Alpha158 baseline6 monthsopen · current through 2026-09-1823.67%28.47%2026-08-13-6.53%
weekly rebalanceparticipation factor overlay3 monthscomplete14.82%19.86%2026-06-30-6.66%
weekly rebalanceparticipation factor overlay6 monthsopen · current through 2026-09-1815.73%20.69%2026-08-19-10.83%
weekly rebalanceQlib / Alpha158 baseline3 monthscomplete13.77%19.23%2026-06-30-5.62%
weekly rebalanceQlib / Alpha158 baseline6 monthsopen · current through 2026-09-1815.68%20.02%2026-08-19-10.84%

Position ledger

This portfolio holds the initial selection. There are no scheduled rebalance decisions after entry.

Selected arm positions

50 positions in the selected record: buy & hold · participation factor overlay. The charts and performance table above contain all four arms in this formation group.

TickerEntry dateEntry openModel predictionParticipation scoreExcluded
ADM2026-04-1369.640.26550.4564no
ALGN2026-04-13171.740.36300.4342no
AMCR2026-04-1339.490.32700.4427no
APA2026-04-1339.090.71470.5640no
APO2026-04-13103.090.3291—no
APTV2026-04-1358.940.63490.4313no
ARES2026-04-1397.870.34370.4580no
AVY2026-04-13168.650.35990.4390no
AXON2026-04-13345.891.51640.4894no
BKR2026-04-1362.250.26580.4498no
CEG2026-04-13282.170.63980.4615no
CF2026-04-13123.580.50710.4321no
CNC2026-04-1336.850.49830.4603no
COF2026-04-13189.550.33910.4697no
DDOG2026-04-13105.330.44950.4290no
DELL2026-04-13178.150.33140.5471no
DXCM2026-04-1363.990.32660.4265no
ECL2026-04-13270.270.36930.4557no
FICO2026-04-13927.410.93210.4493no
GE2026-04-13306.050.52560.5061no
GEN2026-04-1317.670.35230.4927no
GLW2026-04-13169.070.41440.5143no
HBAN2026-04-1315.970.26040.4338no
HOOD2026-04-1368.210.65620.4222no
IBKR2026-04-1370.370.65040.5127no
IVZ2026-04-1322.960.53250.4548no
JCI2026-04-13141.220.38420.4967no
KLAC2026-04-13173.050.35340.6173no
LOW2026-04-13241.180.69950.4909no
MAS2026-04-1362.620.28480.4443no
MCO2026-04-13423.350.26810.4564no
MMM2026-04-13148.510.37530.5044no
MSFT2026-04-13372.100.35100.4604no
MU2026-04-13416.410.40430.6262no
NOW2026-04-1384.770.80930.4242no
NTRS2026-04-13149.300.41380.4530no
NVR2026-04-136743.430.6043—no
OXY2026-04-1358.080.44500.5580no
PANW2026-04-13155.580.39110.4656no
PLTR2026-04-13130.230.37070.5553no
QCOM2026-04-13126.840.28270.6098no
SMCI2026-04-1325.060.52590.5118no
SNPS2026-04-13392.500.52160.5058no
SPGI2026-04-13392.530.33340.4509no
SWK2026-04-1370.340.29380.4893no
TER2026-04-13365.660.43740.6330no
TSLA2026-04-13350.070.32800.4568no
TXN2026-04-13211.780.41860.5898no
VRT2026-04-13294.850.42010.4861no
WDAY2026-04-13114.301.38640.4368no