Side-by-side comparison

Compare investment strategies

Activist 13F Stock Basket with Shipping-Signal Hedge vs Pershing Square Style Basket with VIX Hedge and Dip Buys

What they hold

The latest holdings each source publishes. Simulated holdings come from a backtest; a stated mix is a target from the strategy's documents.

as of 2026-10-19

Asset mix

ETFs 66% · Stocks 34%

Top 5 holdings

SQQQ66.3%
GOOGL6.6%
HLT6.2%
CMG5.6%
QSR5.4%
of 10 positions

SQQQ66.3%
GOOGL6.6%
HLT6.2%
CMG5.6%
QSR5.4%
of 10 positions

Overlap

The share of portfolio weight two strategies hold in common (strategies with published holdings).

	Activist 13F Stock Basket with Shipping-Signal Hedge	Pershing Square Style Basket with VIX Hedge and Dip Buys
Activist 13F Stock Basket with Shipping-Signal Hedge		100%
Pershing Square Style Basket with VIX Hedge and Dip Buys	100%

Every published figureShow 43 attributes

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

Classification

AI categories (Composer)

downside hedge, equity replication, leveraged etfs, mean reversion, tactical allocation, trend/momentum

13f clone, leveraged etfs, long/short, momentum, risk management, tactical allocation, volatility hedge

Asset classes / instruments

equities

Market-relative

Alpha vs SPY, out-of-sample (out-of-sample)

0.15

0.17

Beta vs SPY, out-of-sample (out-of-sample)

0.34

0.72

Correlation (R) vs SPY, out-of-sample (out-of-sample)

0.24

0.37

Trading activity

Annualized turnover, backtest period (backtest)

27.61

35.23

Annualized turnover, out-of-sample period (out-of-sample)

20.64

28.73

Daily win rate, backtest period (backtest)

54.89%

56.04%

Daily win rate, out-of-sample period (out-of-sample)

50.97%

50.39%

Backtest

Backtest final value (from $10,000)

$1.1M

$3.1M

Backtest regulatory fees

$1,900

$5,695

Backtest slippage cost

$15k

$47k

Returns

Backtest length

2,095

Out-of-sample length

514

Return, backtest period (annualized) (backtest)

76.71%

99.40%

Return, backtest period (cumulative) (backtest)

11k%

31k%

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

18.37%

26.33%

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

40.59%

60.33%

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

3.15%

3.13%

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

-0.32%

-0.60%

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

3.35%

3.60%

Return, trailing 1 year (backtest)

11.68%

7.75%

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

10.79%

6.40%

Return, trailing 2 weeks (out-of-sample)

4.76%

4.94%

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

-4.49%

-4.77%

SPY annualized return over the backtest window (backtest)

14.74%

Risk metrics

Calmar ratio, backtest period (backtest)

4.34

5.30

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

1.44

1.78

Maximum drawdown, backtest period (backtest)

-17.68%

-18.74%

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

-12.75%

-14.79%

Sharpe ratio, backtest period (backtest)

2.03

2.26

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

0.85

0.88

Sortino ratio, backtest period (backtest)

3.66

4.43

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

1.47

1.99

Standard deviation, backtest period (backtest)

30.37%

32.90%

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

22.96%

32.02%

Quality

Community review status

ACTIVE

Holdings

Concentration (Herfindahl index, out-of-sample, as Composer reports it)

0.23

0.22

Construction

Logic complexity (node count)

352

Rebalance corridor width

10.00%

Rebalance frequency

none

Popularity

Remixes (copies)

Watchers

Activist 13F Stock Basket with Shipping-Signal Hedge

100%

Pershing Square Style Basket with VIX Hedge and Dip Buys

100%

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Overlap

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

Overlap

Do the holdings back the rules?

Costs, access & sources