Side-by-side comparison

Compare investment strategies

AlphaFactory Protective Momentum/Value Stocks with Gold vs Better Than a CD: Tech Trend with T-Bill Defense

At a glance

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

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

2.0%

6.3%Best

18.8%Best

4.8%

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1.4%

—

3.47

-25.8%

-0.5%Best

Minimum investment

$100

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Each source uses its own scale

2.42(Surmount risk score)

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Inception

2025-06-30

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Holdings

—

82%Best

40%

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.

AlphaFactory Protective Momentum/Value Stocks with GoldModelup 12.0%
S&P 500 ETFup 22.1%

No published history to chart: Better Than a CD: Tech Trend with T-Bill Defense.

Every published figureShow 22 attributes

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

Classification

AI categories (Composer)

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bonds/gold, inverse/short, leveraged etfs, mean reversion, sector rotation, tactical asset allocation, trend-following, volatility hedged

Asset classes / instruments

equity

equities

Returns

Annual return (Surmount tracking) (model tracking)

18.83%

—

Return, 1 year (Surmount tracking) (model tracking)

2.05%

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Return, 3 months (Surmount tracking) (model tracking)

6.19%

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

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4.85%

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

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4.53%

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

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0.38%

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

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6.30%

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

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1.75%

Return, year to date (Surmount tracking) (model tracking)

-1.65%

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Total return (Surmount tracking) (model tracking)

136.14%

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Risk metrics

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

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9.16

Maximum drawdown (Surmount tracking) (model tracking)

-25.78%

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

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-0.53%

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

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3.47

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

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1.37%

Holdings

Industry weights (Surmount)

Technology: 43.8% · Financial Services: 56.2%

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Popularity

Investors following (Surmount)

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Cost & access

Minimum investment

$100

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Construction

Rebalance frequency

—

daily

Risk score

Risk score (Surmount)

2.42

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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