Side-by-side comparison

Compare investment strategies

65% VOO, 20% QQQ, 7.5% SCHD, 7.5% JEPQ vs Premium Income Stocks with Options

At a glance

The headline numbers each source publishes, lined up. Hover a number for its exact definition.

These strategies report performance on different (OOS, Hypo). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

13.7%

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11.5%

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13.5%

—

0.88

0.97Best

-4.8%Best

-20.7%

Inception

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2026-03-14

40%

67%Best

Growth of $10,000

Each line starts at $10,000 on the first date all of them share, using the strategy's own published history. Bases are labelled and never mixed within a line.

Premium Income Stocks with OptionsHypoup 18.7%
S&P 500 ETFup 17.7%

No published history to chart: 65% VOO, 20% QQQ, 7.5% SCHD, 7.5% JEPQ.

Every published figureShow 27 attributes

Each row is one exact variant (window and basis), so a value appears only where a source publishes it.

Classification

AI categories (Composer)

covered-call income, dividend income, etf portfolio, monthly rebalancing, tech tilt, us large-cap equities

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Asset classes / instruments

equities

stocks, options

Leaderboard views (Collective2)

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new_highs

Market-relative

Alpha vs S&P 500, strategy life (hypothetical model account)

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0.09

Beta vs S&P 500, strategy life (hypothetical model account)

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-0.05

Correlation to S&P 500, strategy life (hypothetical model account)

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-0.03

Trading activity

Average leverage

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1.61

Maximum daily leverage

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4.35

Number of trades

—

Percent of trades profitable

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86.49%

Profit factor

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2.30

Risk metrics

Calmar ratio, out-of-sample period (out-of-sample)

2.41

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Maximum drawdown, out-of-sample period (out-of-sample)

-4.76%

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Maximum drawdown, strategy life (hypothetical model account)

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-20.68%

Sharpe ratio, out-of-sample period (out-of-sample)

0.88

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Sharpe ratio, strategy life (hypothetical model account)

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0.97

Sortino ratio, strategy life (hypothetical model account)

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1.45

Standard deviation, out-of-sample period (out-of-sample)

13.49%

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Construction

Rebalance frequency

monthly

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Returns

Return, out-of-sample period (annualized) (out-of-sample)

11.46%

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Return, out-of-sample period (cumulative) (out-of-sample)

4.17%

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Return, trailing 1 month (out-of-sample)

2.61%

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Return, trailing 1 year (out-of-sample)

13.69%

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Return, trailing 3 months (out-of-sample)

3.98%

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Identity

Strategy age

—

220

Cost & access

Subscription price per month

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$79

Suggested minimum capital

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$35k

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources