Side-by-side comparison

Compare investment strategies

All-Weather Tactical with QLD Offense and Defensive Switch vs Net Payout Yield Large-Cap Dividend & Buyback Stocks

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, Live). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

20.0%Best

18.7%

19.9%Best

10.9%

14.0%Best

14.6%

1.37Best

1.04

-10.1%

-8.0%Best

Fee

—

0.75%

Minimum investment

—

$1,000

Each source uses its own scale

—

3(1-5 (Interactive Advisors))

Inception

2023-08-13

2010-11-04

Holdings

—

60%

73%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.

Net Payout Yield Large-Cap Dividend & Buyback StocksLiveup 76.3%
S&P 500 ETFup 79.9%

No published history to chart: All-Weather Tactical with QLD Offense and Defensive Switch.

Every published figureShow 77 attributes

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

Classification

AI categories (Composer)

all-weather tactical, bonds, commodities, defensive factor, gold, inflation hedge, leveraged etfs, momentum, multi-asset, usd, volatility-switching

—

Asset classes / instruments

equities

Composition (ETFs / Stocks / Mixed)

—

STOCKS

ESG / responsible flag

—

Smart beta flag

—

Theme keywords (Interactive Advisors)

—

Buybacks, Conservative, Dividends, Large-cap

Market-relative

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

0.04

—

Benchmark (methodology text)

—

Assigned by IA per portfolio (investable ETF; often S&P 500 ETF); shown optionally

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

0.73

—

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

0.78

—

Returns

Annualized return since inception (Lighthorse, daily, live)

—

10.92%

Backtest length

3,514

—

Out-of-sample length

851

—

Return since inception (annualized) (live account)

—

10.90%

Return since inception (cumulative) (live account)

—

422.00%

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

—

6.48%

Return, backtest period (annualized) (backtest)

16.23%

—

Return, backtest period (cumulative) (backtest)

714.75%

—

Return, last 30 days (live account)

—

-0.60%

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

—

22.01%

Return, last 365 days (live account)

—

18.70%

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

—

38.30%

Return, last 90 days (live account)

—

1.80%

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

19.94%

—

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

84.91%

—

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

0.41%

—

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

3.19%

—

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

0.71%

—

Return, trailing 1 year (backtest)

19.96%

—

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

19.97%

—

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

0.84%

—

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

3.95%

—

Return, year to date (live account)

—

12.40%

SPY annualized return over the backtest window (backtest)

14.73%

—

Trading activity

Annualized turnover, backtest period (backtest)

6.74

—

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

6.07

—

Daily win rate, backtest period (backtest)

56.92%

—

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

56.40%

—

Backtest

Backtest final value (from $10,000)

$81k

—

Backtest regulatory fees

$98

—

Backtest slippage cost

$562

—

Risk metrics

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

—

0.73

Calmar ratio, backtest period (backtest)

1.18

—

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

1.98

—

Maximum drawdown since inception (Lighthorse, daily, live)

—

-44.47%

Maximum drawdown, backtest period (backtest)

-13.76%

—

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

—

-8.04%

Maximum drawdown, last 365 days (live account)

—

-8.00%

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

-10.09%

—

Sharpe ratio since inception (Lighthorse, daily, live)

—

0.55

Sharpe ratio, backtest period (backtest)

1.28

—

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

—

1.20

Sharpe ratio, last 365 days (live account)

—

1.04

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

1.37

—

Sortino ratio, backtest period (backtest)

1.81

—

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

—

1.84

Sortino ratio, last 365 days (live account)

—

1.62

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

1.98

—

Standard deviation, backtest period (backtest)

12.38%

—

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

13.97%

—

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

—

-3.40%

Volatility since inception (Lighthorse, daily, live)

—

18.71%

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

—

13.74%

Volatility, last 365 days (live account)

—

14.60%

Quality

Community review status

ACTIVE

—

Holdings

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

0.17

—

Construction

Logic complexity (node count)

213

—

Rebalance corridor width

2.00%

—

Rebalance frequency

none

—

Rebalancing (methodology text)

—

Mirrors manager trades via co-trading; IA may make adjustment trades

Cost & access

Management / advisory fee

—

0.75%

Minimum investment

—

$1,000

Disclosure

Metrics calculated through

—

2026-10-09

Popularity

Remixes (copies)

—

Watchers

—

Risk score

Risk label (Interactive Advisors)

—

Growth plus

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