Side-by-side comparison

Compare investment strategies

70/30 SPY and RSP Blend vs BRIX Opportunity Diversified Buy-and-Hold Equities

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.

0.0%

—

18.6%

24.6%Best

11.6%

—

1.53Best

1.06

-8.2%Best

-25.2%

Each source uses its own scale

—

12(Heart Attack Index (Collective2))

Inception

—

2022-06-20

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.

BRIX Opportunity Diversified Buy-and-Hold EquitiesHypoup 124.9%
S&P 500 ETFup 79.9%

No published history to chart: 70/30 SPY and RSP Blend.

Every published figureShow 46 attributes

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

Classification

AI categories (Composer)

diversification, equal-weight tilt, long-term, monthly rebalance, no timing, passive blend, s&p 500, us equities

—

Asset classes / instruments

equities

stocks

Leaderboard views (Collective2)

—

ira_account, old_timers, popular, tos

Style chips (Collective2)

—

Non-hedged Equity

Market-relative

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

—

0.03

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

—

0.69

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

—

0.64

Returns

Annual return compounded, strategy life (hypothetical model account)

—

24.60%

Annualized return since inception (Lighthorse, daily, hypothetical)

—

23.70%

Return, 1 month (hypothetical model account)

—

2.85%

Return, 3 months (hypothetical model account)

—

3.98%

Return, 6 months (hypothetical model account)

—

29.83%

Return, last 365 days (Lighthorse, daily, hypothetical)

—

28.60%

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

18.63%

—

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

16.01%

—

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

1.56%

—

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

0.00%

—

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

2.73%

—

Trading activity

Average leverage

—

0.85

Average position time

—

276,830

Maximum daily leverage

—

1.08

Number of trades

—

223

Percent of trades profitable

—

51.57%

Profit factor

—

7.96

Win:loss ratio

—

7.96

Quality

Badges (Collective2)

—

Trades Own Strategy, BrokerTransmit

Risk metrics

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

2.28

—

Calmar ratio, strategy life (hypothetical model account)

—

1.34

Maximum drawdown since inception (Lighthorse, daily, hypothetical)

—

-23.70%

Maximum drawdown, last 365 days (Lighthorse, daily, hypothetical)

—

-15.39%

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

-8.16%

—

Maximum drawdown, strategy life (hypothetical model account)

—

-25.20%

Sharpe ratio since inception (Lighthorse, daily, hypothetical)

—

0.86

Sharpe ratio, last 365 days (Lighthorse, daily, hypothetical)

—

0.88

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

1.53

—

Sharpe ratio, strategy life (hypothetical model account)

—

1.06

Sortino ratio, last 365 days (Lighthorse, daily, hypothetical)

—

1.36

Sortino ratio, strategy life (hypothetical model account)

—

1.57

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

11.64%

—

Volatility since inception (Lighthorse, daily, hypothetical)

—

21.68%

Volatility, last 365 days (Lighthorse, daily, hypothetical)

—

27.70%

Risk score

Heart Attack Index (Collective2)

—

Construction

Rebalance frequency

monthly

—

Identity

Strategy age

—

1,575

Cost & access

Subscription price per month

—

$55

Suggested minimum capital

—

$15k

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