Side-by-side comparison

Compare investment strategies

AlphaFactory Tech & Crypto Tactical Leaders vs 50/50 Hedged Rotation and TQQQ Dip-Buy

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.

3.0%

86.4%Best

25.8%Best

3.6%

—

0.2%

—

18.06

-29.7%

-0.0%Best

Minimum investment

$100

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Each source uses its own scale

2.52(Surmount risk score)

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Inception

2025-06-17

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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 Tech & Crypto Tactical LeadersModelup 27.0%
S&P 500 ETFup 28.4%

No published history to chart: 50/50 Hedged Rotation and TQQQ Dip-Buy.

Every published figureShow 23 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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leveraged etfs, macro regime, mean-reversion, sector rotation, tactical allocation, trend-following, volatility hedging

Asset classes / instruments

crypto, equity

equities

Returns

Annual return (Surmount tracking) (model tracking)

25.84%

—

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

3.03%

—

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

-8.32%

—

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

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3.62%

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

—

2.81%

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

—

0.34%

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

—

86.44%

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

—

0.95%

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

-3.84%

—

Total return (Surmount tracking) (model tracking)

429.42%

—

Risk metrics

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

—

331.36

Maximum drawdown (Surmount tracking) (model tracking)

-29.68%

—

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

—

-0.01%

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

—

18.06

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

—

0.20%

Holdings

Industry weights (Surmount)

Technology: 89.6% · Financial Services: 10.4%

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Popularity

Investors following (Surmount)

—

Cost & access

Minimum investment

$100

—

Construction

Rebalance corridor width

—

9.00%

Rebalance frequency

—

none

Risk score

Risk score (Surmount)

2.52

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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