Side-by-side comparison

Compare investment strategies

Daly Asset Management Speculative Growth vs 50/50 Hedged Rotation and TQQQ Dip-Buy

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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86.4%

42.0%Best

3.6%

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0.2%

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18.06

-29.2%

-0.0%Best

Minimum investment

$100

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Each source uses its own scale

2.70(Surmount risk score)

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Holdings

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55%Best

40%

Every published figureShow 20 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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leveraged etfs, macro regime, mean-reversion, sector rotation, tactical allocation, trend-following, volatility hedging

Asset classes / instruments

equity

equities

Returns

Annual return (Surmount tracking) (model tracking)

41.96%

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

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3.62%

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

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2.81%

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

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0.34%

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

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86.44%

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

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0.95%

Total return (Surmount tracking) (model tracking)

145.85%

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Risk metrics

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

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331.36

Maximum drawdown (Surmount tracking) (model tracking)

-29.20%

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

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-0.01%

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

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18.06

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

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0.20%

Holdings

Industry weights (Surmount)

Healthcare: 5.1% · Technology: 46.5% · Basic Materials: 22.3% · Consumer Defensive: 23.6% · Communication Services: 2.5%

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Popularity

Investors following (Surmount)

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Cost & access

Minimum investment

$100

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Construction

Rebalance corridor width

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9.00%

Rebalance frequency

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none

Risk score

Risk score (Surmount)

2.70

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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