Side-by-side comparison

Compare investment strategies

AI Top 5 Weekly Momentum with Drawdown Hedges vs Clean Air SRI Portfolio (Carbon & Pollution Leaders)

At a glance

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

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

5.0%

35.7%Best

—

13.8%

22.7%

14.8%Best

0.92

2.18Best

-29.2%

-9.7%Best

Fee

—

0.20%

Minimum investment

—

$100

Each source uses its own scale

3.52(0-5 (Quantbase))

3(1-5 (Interactive Advisors))

Inception

2024-08-29

2020-07-16

55%

82%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.

AI Top 5 Weekly Momentum with Drawdown HedgesCompositeup 50.8%
Clean Air SRI Portfolio (Carbon & Pollution Leaders)Liveup 45.8%
S&P 500 ETFup 34.5%

What they say: stated rules

Each rule is quoted from the strategy's own documents. Tap a ✓ to read the quote. Shared rules come first.

Rules stated

Number of holdings

Rebalance schedule

Weighting scheme

Data provider / source: ESG (general) · provider not named

—

Event handling / exception

—

Exclude screen: Pollution control

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Hedge / defensive overlay

—

Include screen: Artificial intelligence

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Include screen: Carbon & emissions

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Include screen: Momentum

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Position cap

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Trading signal: Momentum

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Weight by score: Carbon & emissions

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Every published figureShow 67 attributes

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

Returns

Annual return (Quantbase data field) (basis not stated)

21.56%

—

Annualized return since inception (Lighthorse, daily, composite)

23.46%

—

Annualized return since inception (Lighthorse, daily, live)

—

13.82%

Backtest end date (Quantbase data field)

2024-10-23

—

Return since chart start (cumulative) (client composite)

50.81%

—

Return since inception (annualized) (live account)

—

13.80%

Return since inception (cumulative) (live account)

—

124.10%

Return vs the source's benchmark, last 365 days (Lighthorse, daily, live)

—

20.55%

Return, last 30 days (live account)

—

3.40%

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

9.45%

—

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

—

36.56%

Return, last 365 days (live account)

—

35.70%

Return, last 5 years (cumulative) (live account)

—

69.00%

Return, last 90 days (live account)

—

8.50%

Return, rolling 1 year (client composite)

5.04%

—

Return, year to date (live account)

—

27.30%

Classification

Asset classes / instruments

—

equities

Composition (ETFs / Stocks / Mixed)

—

STOCKS

Curated collections (Interactive Advisors)

—

Better planet, Portfolios with the best risk adjusted returns, Top performing portfolios, Top performing socially responsible portfolios

ESG / responsible flag

—

Yes

Smart beta flag

—

Theme keywords (Interactive Advisors)

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Carbon focus, Emission control, Sustainable energy

Market-relative

Benchmark (methodology text)

—

Broad market investable ETF benchmark without an ESG focus

Correlation to SPY (full history) (client composite)

0.52

—

Correlation to SPY (Quantbase data field) (basis not stated)

0.52

—

Risk metrics

Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live)

—

0.72

Daily volatility over the chart range (client composite)

1.43%

—

Max drawdown over the chart range (client composite)

-29.18%

—

Maximum drawdown since inception (Lighthorse, daily, composite)

-29.18%

—

Maximum drawdown since inception (Lighthorse, daily, live)

—

-26.93%

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

-20.42%

—

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

—

-9.74%

Maximum drawdown, last 365 days (live account)

—

-9.70%

Monthly volatility over the chart range (client composite)

7.67%

—

Sharpe ratio from daily returns over the chart range (client composite)

0.92

—

Sharpe ratio since inception (Lighthorse, daily, composite)

0.76

—

Sharpe ratio since inception (Lighthorse, daily, live)

—

0.62

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

0.32

—

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

—

1.89

Sharpe ratio, last 365 days (live account)

—

2.18

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

0.46

—

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

—

2.93

Sortino ratio, last 365 days (live account)

—

3.66

Value-at-risk 95% 1-week, last 365 days (live account)

—

-3.40%

Volatility over the chart range, annualized from daily (×√252) (client composite)

22.70%

—

Volatility since inception (Lighthorse, daily, composite)

26.91%

—

Volatility since inception (Lighthorse, daily, live)

—

17.76%

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

27.55%

—

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

—

14.53%

Volatility, last 365 days (live account)

—

14.80%

Cost & access

Brokerage / custodian

Alpaca

—

Management / advisory fee

—

0.20%

Minimum investment

—

$100

Suitability

Experience minimum: bonds

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Experience minimum: crypto

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Experience minimum: equity

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Experience minimum: leverage

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Experience minimum: options

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Construction

Last rebalance date

2026-10-05

—

Rebalance frequency

weekly

—

Rebalancing (methodology text)

—

Annually

Disclosure

Metrics calculated through

2026-10-05

2026-10-09

Identity

Partner (Quantbase data field)

statis

—

Risk score

Qualitative risk score (Quantbase data field)

—

Risk label (Interactive Advisors)

—

Growth plus

Risk score 0-5 (Quantbase)

3.52

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Risk score 1-5 (Interactive Advisors)

—

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