Side-by-side comparison

Compare investment strategies

Congress Buys Portfolio (Surmount) vs Congress Sales-Based Tech and Energy Stock Basket

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.

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23.2%

17.6%

21.1%Best

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21.5%

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1.00

-21.2%Best

-26.6%

Minimum investment

$100

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Each source uses its own scale

2.28(Surmount risk score)

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Inception

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2023-11-20

Holdings

73%Best

60%

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 2026-10-20

as of 2026-10-19

Asset mix

Stocks 72% · ETFs 25% · Other 3%

Stocks 100%

Top 5 holdings

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

MSFT42.0%
AAPL11.8%
NVDA11.4%
NGL9.7%
AESI9.6%
of 11 positions

Overlap

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

	Congress Buys Portfolio (Surmount)	Congress Sales-Based Tech and Energy Stock Basket
Congress Buys Portfolio (Surmount)		0%
Congress Sales-Based Tech and Energy Stock Basket	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)

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concentrated, daily rebalance, energy/utility tilt, long-only us equities, tech-heavy, thematic (congress trading)

Asset classes / instruments

equity

equities

Market-relative

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

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-0.00

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

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1.10

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

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0.82

Returns

Annual return (Surmount tracking) (model tracking)

17.64%

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Backtest length

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907

Out-of-sample length

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621

Return, backtest period (annualized) (backtest)

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28.12%

Return, backtest period (cumulative) (backtest)

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144.23%

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

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21.11%

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

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59.70%

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

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-1.03%

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

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1.44%

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

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-1.88%

Return, trailing 1 year (backtest)

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21.28%

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

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23.19%

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

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-1.68%

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

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17.24%

SPY annualized return over the backtest window (backtest)

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21.45%

Total return (Surmount tracking) (model tracking)

122.86%

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Trading activity

Annualized turnover, backtest period (backtest)

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0.01

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

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0.00

Daily win rate, backtest period (backtest)

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55.13%

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

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55.56%

Backtest

Backtest final value (from $10,000)

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$24k

Backtest regulatory fees

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$27

Backtest slippage cost

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$25

Risk metrics

Calmar ratio, backtest period (backtest)

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1.06

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

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0.79

Maximum drawdown (Surmount tracking) (model tracking)

-21.23%

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Maximum drawdown, backtest period (backtest)

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-26.63%

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

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-26.62%

Sharpe ratio, backtest period (backtest)

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1.33

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

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1.00

Sortino ratio, backtest period (backtest)

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2.01

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

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1.42

Standard deviation, backtest period (backtest)

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20.13%

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

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21.53%

Quality

Community review status

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ACTIVE

Holdings

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

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0.23

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%

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Popularity

Investors following (Surmount)

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Remixes (copies)

—

Watchers

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Construction

Logic complexity (node count)

—

Rebalance frequency

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daily

Cost & access

Minimum investment

$100

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Risk score

Risk score (Surmount)

2.28

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Congress Buys Portfolio (Surmount)

Congress Sales-Based Tech and Energy Stock Basket

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