Side-by-side comparison

Compare investment strategies

Congress Sales-Based Tech and Energy Stock Basket vs Congress Buys Tracker (Quiver Data)

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, Composite). 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%

40.4%Best

21.1%

—

21.5%Best

22.5%

1.00Best

0.96

-26.6%

-24.4%Best

Fee

—

1.00%

Each source uses its own scale

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3.17(0-5 (Quantbase))

Inception

2023-11-20

2022-08-29

Holdings

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60%

64%Best

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.

Congress Buys Tracker (Quiver Data)Compositeup 126.5%
S&P 500 ETFup 79.1%

No published history to chart: Congress Sales-Based Tech and Energy Stock Basket.

Every published figureShow 65 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

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Market-relative

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

-0.00

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

1.10

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

0.82

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Correlation to SPY (full history) (client composite)

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0.72

Correlation to SPY (Quantbase data field) (basis not stated)

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0.72

Returns

Annual return (Quantbase data field) (basis not stated)

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33.94%

Backtest end date (Quantbase data field)

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2022-10-01

Backtest length

907

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Out-of-sample length

621

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Return since chart start (cumulative) (client composite)

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143.36%

Return, backtest period (annualized) (backtest)

28.12%

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Return, backtest period (cumulative) (backtest)

144.23%

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

21.11%

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

59.70%

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Return, rolling 1 year (client composite)

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40.35%

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

-1.03%

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

1.44%

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

-1.88%

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Return, trailing 1 year (backtest)

21.28%

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

23.19%

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

-1.68%

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

17.24%

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SPY annualized return over the backtest window (backtest)

21.45%

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Trading activity

Annualized turnover, backtest period (backtest)

0.01

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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%

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Backtest

Backtest final value (from $10,000)

$24k

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Backtest regulatory fees

$27

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Backtest slippage cost

$25

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Cost & access

Brokerage / custodian

—

Alpaca

Management / advisory fee

—

1.00%

Risk metrics

Calmar ratio, backtest period (backtest)

1.06

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

0.79

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Daily volatility over the chart range (client composite)

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1.42%

Max drawdown over the chart range (client composite)

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-24.40%

Maximum drawdown, backtest period (backtest)

-26.63%

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

-26.62%

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Monthly volatility over the chart range (client composite)

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7.72%

Sharpe ratio from daily returns over the chart range (client composite)

—

0.96

Sharpe ratio, backtest period (backtest)

1.33

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

1.00

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Sortino ratio, backtest period (backtest)

2.01

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

1.42

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Standard deviation, backtest period (backtest)

20.13%

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

21.53%

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Volatility over the chart range, annualized from daily (×√252) (client composite)

—

22.54%

Quality

Community review status

ACTIVE

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Holdings

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

0.23

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Suitability

Experience minimum: bonds

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Experience minimum: crypto

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Experience minimum: equity

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Experience minimum: leverage

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Experience minimum: options

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Construction

Last rebalance date

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2026-10-05

Logic complexity (node count)

—

Rebalance frequency

daily

weekly

Disclosure

Metrics calculated through

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2026-10-05

Identity

Partner (Quantbase data field)

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quiverquant

Risk score

Qualitative risk score (Quantbase data field)

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3.75

Risk score 0-5 (Quantbase)

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3.17

Popularity

Remixes (copies)

—

Watchers

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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