Side-by-side comparison

Compare investment strategies

Congress Sales-Based Tech and Energy Stock Basket 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.

23.2%

—

21.1%Best

17.6%

21.5%

—

1.00

—

-26.6%

-21.2%Best

Minimum investment

—

$100

Each source uses its own scale

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2.28(Surmount risk score)

Inception

2023-11-20

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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 2026-10-19

as of 2026-10-20

Asset mix

Stocks 100%

Stocks 72% · ETFs 25% · Other 3%

Top 5 holdings

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

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).

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

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

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Asset classes / instruments

equities

equity

Market-relative

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

-0.00

—

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

1.10

—

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

0.82

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Returns

Annual return (Surmount tracking) (model tracking)

—

17.64%

Backtest length

907

—

Out-of-sample length

621

—

Return, backtest period (annualized) (backtest)

28.12%

—

Return, backtest period (cumulative) (backtest)

144.23%

—

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

21.11%

—

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

59.70%

—

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

-1.03%

—

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

1.44%

—

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

-1.88%

—

Return, trailing 1 year (backtest)

21.28%

—

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

23.19%

—

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

-1.68%

—

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

17.24%

—

SPY annualized return over the backtest window (backtest)

21.45%

—

Total return (Surmount tracking) (model tracking)

—

122.86%

Trading activity

Annualized turnover, backtest period (backtest)

0.01

—

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

0.00

—

Daily win rate, backtest period (backtest)

55.13%

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

55.56%

—

Backtest

Backtest final value (from $10,000)

$24k

—

Backtest regulatory fees

$27

—

Backtest slippage cost

$25

—

Risk metrics

Calmar ratio, backtest period (backtest)

1.06

—

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

0.79

—

Maximum drawdown (Surmount tracking) (model tracking)

—

-21.23%

Maximum drawdown, backtest period (backtest)

-26.63%

—

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

-26.62%

—

Sharpe ratio, backtest period (backtest)

1.33

—

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

1.00

—

Sortino ratio, backtest period (backtest)

2.01

—

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

1.42

—

Standard deviation, backtest period (backtest)

20.13%

—

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

21.53%

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Quality

Community review status

ACTIVE

—

Holdings

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

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%

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

Congress Sales-Based Tech and Energy Stock Basket

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