Request pack
Formation comparison · 2026-04-13 · seed 41

One formation.
Four portfolio arms.

Formation 2026-04-13 · entry 2026-04-13 · seed 41 · 2026-W16

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P/L comparison

Buy & hold

P/L COMPARISON · PERCENT FROM ENTRY
CW1617181920212223242526272829303132333435363738202628.7%0%-3.1%P/L
buy & hold · participation factor overlaybuy & hold · Qlib / Alpha158 baseline

Weekly rebalance

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

Performance tables

ManagementArmHorizonStatusReturnMaximumMax dateDrawdown
buy & holdparticipation factor overlay3 monthscomplete18.35%19.85%2026-06-01-6.13%
buy & holdparticipation factor overlay6 monthsopen · current through 2026-09-1821.20%25.65%2026-08-14-6.13%
buy & holdQlib / Alpha158 baseline3 monthscomplete13.88%15.59%2026-07-06-5.12%
buy & holdQlib / Alpha158 baseline6 monthsopen · current through 2026-09-1813.42%20.33%2026-08-13-6.17%
weekly rebalanceparticipation factor overlay3 monthscomplete12.76%17.67%2026-06-30-5.60%
weekly rebalanceparticipation factor overlay6 monthsopen · current through 2026-09-1815.29%20.39%2026-08-19-9.37%
weekly rebalanceQlib / Alpha158 baseline3 monthscomplete12.46%16.99%2026-06-30-5.20%
weekly rebalanceQlib / Alpha158 baseline6 monthsopen · current through 2026-09-1814.82%20.52%2026-08-19-8.63%

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
ADM2026-04-1369.640.24350.4564no
ALGN2026-04-13171.740.56440.4342no
AMCR2026-04-1339.490.40700.4427no
APA2026-04-1339.090.65080.5640no
APO2026-04-13103.090.4020—no
APTV2026-04-1358.940.55960.4313no
AVY2026-04-13168.650.28430.4390no
AXON2026-04-13345.891.51900.4894no
CARR2026-04-1362.840.35680.4966no
CEG2026-04-13282.170.46100.4615no
CF2026-04-13123.580.27950.4321no
CIEN2026-04-13493.440.25060.5703no
CNC2026-04-1336.850.40390.4603no
CPRT2026-04-1332.700.24920.5241no
CRH2026-04-13114.760.33570.4446no
DDOG2026-04-13105.330.52120.4290no
DELL2026-04-13178.150.26380.5471no
DIS2026-04-1397.780.25570.4316no
DLTR2026-04-1398.220.25370.5000no
ECL2026-04-13270.270.28790.4557no
EFX2026-04-13176.460.34580.4208no
EW2026-04-1377.570.33730.4211no
FDS2026-04-13210.590.30820.4668no
FICO2026-04-13927.410.64020.4493no
GE2026-04-13306.050.34800.5061no
HBAN2026-04-1315.970.38790.4338no
HOOD2026-04-1368.211.16300.4222no
HRL2026-04-1320.300.41240.4596no
IBKR2026-04-1370.370.61270.5127no
IVZ2026-04-1322.960.57690.4548no
LITE2026-04-13889.000.30080.6586no
LOW2026-04-13241.180.68190.4909no
MPC2026-04-13223.530.25750.5182no
MSFT2026-04-13372.100.37730.4604no
NOW2026-04-1384.770.72490.4242no
NTRS2026-04-13149.300.36780.4530no
NVR2026-04-136743.430.5147—no
PANW2026-04-13155.580.32710.4656no
PLTR2026-04-13130.230.28860.5553no
SMCI2026-04-1325.060.51480.5118no
SNPS2026-04-13392.500.44090.5058no
SPGI2026-04-13392.530.29950.4509no
SWK2026-04-1370.340.36950.4893no
SYY2026-04-1372.540.31960.4307no
TER2026-04-13365.660.35500.6330no
TRGP2026-04-13242.430.25720.5232no
TSLA2026-04-13350.070.48410.4568no
VRT2026-04-13294.850.54790.4861no
WDAY2026-04-13114.301.27180.4368no
XOM2026-04-13152.240.26750.5083no