Side-by-side comparison

Compare investment strategies

Daly Asset Management Top Five Concentrated Stocks vs 100% SGOV Treasury Bill Cash Holder

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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0.0%

31.7%Best

3.6%

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0.2%

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20.28

-30.5%

-0.0%Best

Minimum investment

$100

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Each source uses its own scale

2.56(Surmount risk score)

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Inception

2026-05-19

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Holdings

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82%Best

40%

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 Top Five Concentrated StocksModeldown -0.3%
S&P 500 ETFup 2.4%

No published history to chart: 100% SGOV Treasury Bill Cash Holder.

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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capital preservation, cash management, low-risk income, treasury bills, ultra-short bond etf

Asset classes / instruments

equity

equities

Returns

Annual return (Surmount tracking) (model tracking)

31.73%

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

-14.26%

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

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3.61%

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

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0.76%

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

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0.32%

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

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0.00%

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

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0.00%

Total return (Surmount tracking) (model tracking)

294.57%

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Risk metrics

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

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45148.96

Maximum drawdown (Surmount tracking) (model tracking)

-30.49%

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

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-0.00%

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

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20.28

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

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0.18%

Holdings

Industry weights (Surmount)

Energy: 19.7% · Technology: 21.0% · Consumer Cyclical: 39.1% · Consumer Defensive: 20.2%

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Popularity

Investors following (Surmount)

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Cost & access

Minimum investment

$100

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Construction

Rebalance frequency

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daily

Risk score

Risk score (Surmount)

2.56

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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