Side-by-side comparison

Compare investment strategies

Class Warfare T-Mobile vs AT&T Volatility Basket Switch vs Congress Buys Portfolio (Surmount)

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

62.1%

—

41.5%Best

17.6%

28.5%

—

1.36

—

-30.9%

-21.2%Best

Minimum investment

—

$100

Each source uses its own scale

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2.28(Surmount risk score)

Inception

2023-12-08

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Holdings

60%

73%Best

What they hold

The latest holdings each source publishes. Simulated holdings come from a backtest; a stated mix is a target from the strategy's documents.

as of 2026-10-11

as of 2026-10-20

Asset mix

Stocks 76% · ETFs 24%

Stocks 72% · ETFs 25% · Other 3%

Top 5 holdings

META25.8%
WMT25.1%
GOOG24.9%
TQQQ24.2%
Cash0.0%

BE42.9%
INTC25.0%
SPY25.0%
MRK1.5%
BRK.B0.9%
of 12 positions

Overlap

The share of portfolio weight two strategies hold in common (strategies with published holdings).

	Class Warfare T-Mobile vs AT&T Volatility Basket Switch	Congress Buys Portfolio (Surmount)
Class Warfare T-Mobile vs AT&T Volatility Basket Switch		0%
Congress Buys Portfolio (Surmount)	0%

Every published figureShow 49 attributes

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

Classification

AI categories (Composer)

daily rebalance, large-cap growth, leveraged etfs, tactical allocation, us equities, volatility signal

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Asset classes / instruments

equities

equity

Market-relative

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

0.04

—

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

1.63

—

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

0.88

—

Returns

Annual return (Surmount tracking) (model tracking)

—

17.64%

Backtest length

3,153

—

Out-of-sample length

710

—

Return, backtest period (annualized) (backtest)

33.27%

—

Return, backtest period (cumulative) (backtest)

3539%

—

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

41.52%

—

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

166.41%

—

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

0.65%

—

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

9.08%

—

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

2.01%

—

Return, trailing 1 year (backtest)

62.09%

—

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

62.09%

—

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

0.77%

—

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

4.64%

—

SPY annualized return over the backtest window (backtest)

14.07%

—

Total return (Surmount tracking) (model tracking)

—

122.86%

Trading activity

Annualized turnover, backtest period (backtest)

24.78

—

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

30.17

—

Daily win rate, backtest period (backtest)

55.60%

—

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

54.37%

—

Backtest

Backtest final value (from $10,000)

$364k

—

Backtest regulatory fees

$836

—

Backtest slippage cost

$6,351

—

Risk metrics

Calmar ratio, backtest period (backtest)

0.89

—

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

1.34

—

Maximum drawdown (Surmount tracking) (model tracking)

—

-21.23%

Maximum drawdown, backtest period (backtest)

-37.51%

—

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

-30.94%

—

Sharpe ratio, backtest period (backtest)

1.09

—

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

1.36

—

Sortino ratio, backtest period (backtest)

1.58

—

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

2.13

—

Standard deviation, backtest period (backtest)

30.77%

—

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

28.46%

—

Quality

Community review status

ACTIVE

—

Holdings

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

0.25

—

Industry weights (Surmount)

—

Energy: 7.5% · Utilities: 0.8% · Healthcare: 4.0% · Technology: 22.2% · Industrials: 4.9% · Real Estate: 0.9% · Basic Materials: 3.0% · Consumer Cyclical: 4.1% · Consumer Defensive: 1.9% · Financial Services: 44.1% · Communication Services: 6.7%

Popularity

Investors following (Surmount)

—

Remixes (copies)

—

Watchers

—

Construction

Logic complexity (node count)

—

Rebalance frequency

daily

—

Cost & access

Minimum investment

—

$100

Risk score

Risk score (Surmount)

—

2.28

Class Warfare T-Mobile vs AT&T Volatility Basket Switch

Congress Buys Portfolio (Surmount)

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Overlap

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

Overlap

Do the holdings back the rules?

Costs, access & sources