Side-by-side comparison

Compare investment strategies

AI Infrastructure Chips, Miners and Power Basket vs EP-Space Stock Strategy

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%

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21.2%

59.8%Best

50.9%

—

0.63

1.09Best

-33.4%Best

-52.0%

Each source uses its own scale

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24(Heart Attack Index (Collective2))

Inception

—

2024-09-04

40%

67%Best

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)

annual rebalance, concentrated, crypto miners, energy (natural gas), long-only, power & utilities, semiconductors, thematic ai, us equities

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Asset classes / instruments

equities

stocks

Leaderboard views (Collective2)

—

ira_account, popular

Market-relative

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

—

0.11

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

—

0.79

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

—

0.31

Returns

Annual return compounded, strategy life (hypothetical model account)

—

59.80%

Annualized return since inception (Lighthorse, daily, hypothetical)

—

56.78%

Return, 1 month (hypothetical model account)

—

1.85%

Return, 3 months (hypothetical model account)

—

17.37%

Return, 6 months (hypothetical model account)

—

18.96%

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

—

57.30%

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

21.18%

—

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

19.71%

—

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

-4.51%

—

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

0.00%

—

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

-13.37%

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Trading activity

Average leverage

—

0.85

Average position time

—

37,683

Maximum daily leverage

—

5.75

Number of trades

—

136

Percent of trades profitable

—

91.11%

Profit factor

—

23.29

Win:loss ratio

—

23.29

Risk metrics

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

0.63

—

Maximum drawdown since inception (Lighthorse, daily, hypothetical)

—

-44.06%

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

—

-23.64%

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

-33.39%

—

Maximum drawdown, strategy life (hypothetical model account)

—

-52.00%

Sharpe ratio since inception (Lighthorse, daily, hypothetical)

—

1.08

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

—

1.38

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

0.63

—

Sharpe ratio, strategy life (hypothetical model account)

—

1.09

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

—

2.40

Sortino ratio, strategy life (hypothetical model account)

—

1.75

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

50.87%

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Volatility since inception (Lighthorse, daily, hypothetical)

—

46.56%

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

—

33.01%

Risk score

Heart Attack Index (Collective2)

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Construction

Rebalance frequency

yearly

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Identity

Strategy age

—

768

Cost & access

Subscription price per month

—

$80

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