Side-by-side comparison

Compare investment strategies

Daly Asset Management Discounted Equity Growth vs Solid Companies Quality Stock Portfolio

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

92.5%Best

42.9%

—

1.06

-23.8%Best

-34.8%

Minimum investment

$100

—

Each source uses its own scale

2.46(Surmount risk score)

18(Heart Attack Index (Collective2))

Inception

2025-12-12

2024-06-02

Holdings

—

82%Best

67%

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.

Daly Asset Management Discounted Equity GrowthModelup 80.7%
Solid Companies Quality Stock PortfolioHypoup 27.9%
S&P 500 ETFup 11.9%

Every published figureShow 41 attributes

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

Market-relative

Alpha vs S&P 500, strategy life (hypothetical model account)

—

0.06

Beta vs S&P 500, strategy life (hypothetical model account)

—

0.85

Correlation to S&P 500, strategy life (hypothetical model account)

—

0.43

Returns

Annual return (Surmount tracking) (model tracking)

92.53%

—

Annual return compounded, strategy life (hypothetical model account)

—

42.90%

Annualized return since inception (Lighthorse, daily, hypothetical)

—

44.07%

Return, 1 month (hypothetical model account)

—

0.53%

Return, 3 months (hypothetical model account)

—

5.72%

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

11.31%

—

Return, 6 months (hypothetical model account)

—

9.70%

Return, last 365 days (Lighthorse, daily, hypothetical)

—

10.73%

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

68.71%

—

Total return (Surmount tracking) (model tracking)

199.51%

—

Classification

Asset classes / instruments

equity

stocks

Leaderboard views (Collective2)

—

ira_account, popular

Trading activity

Average leverage

—

0.74

Average position time

—

196,243

Maximum daily leverage

—

1.41

Number of trades

—

336

Percent of trades profitable

—

57.23%

Profit factor

—

2.77

Win:loss ratio

—

2.77

Risk score

Heart Attack Index (Collective2)

—

Risk score (Surmount)

2.46

—

Holdings

Industry weights (Surmount)

Energy: 15.0% · Technology: 37.0% · Consumer Cyclical: 26.0% · Communication Services: 22.0%

—

Popularity

Investors following (Surmount)

—

Risk metrics

Maximum drawdown (Surmount tracking) (model tracking)

-23.78%

—

Maximum drawdown since inception (Lighthorse, daily, hypothetical)

—

-31.83%

Maximum drawdown, last 365 days (Lighthorse, daily, hypothetical)

—

-31.70%

Maximum drawdown, strategy life (hypothetical model account)

—

-34.80%

Sharpe ratio since inception (Lighthorse, daily, hypothetical)

—

1.02

Sharpe ratio, last 365 days (Lighthorse, daily, hypothetical)

—

0.36

Sharpe ratio, strategy life (hypothetical model account)

—

1.06

Sortino ratio, last 365 days (Lighthorse, daily, hypothetical)

—

0.51

Sortino ratio, strategy life (hypothetical model account)

—

1.49

Volatility since inception (Lighthorse, daily, hypothetical)

—

37.31%

Volatility, last 365 days (Lighthorse, daily, hypothetical)

—

43.84%

Cost & access

Minimum investment

$100

—

Subscription price per month

—

$59

Suggested minimum capital

—

$15k

Identity

Strategy age

—

862

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