Side-by-side comparison

Compare investment strategies

Daly Asset Management Top Five Concentrated Stocks vs 50/50 Reddit and Uber Buy and Hold

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%

186.8%Best

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30.6%

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3.94

-30.5%

-3.3%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: 50/50 Reddit and Uber Buy and Hold.

Every published figureShow 21 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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buy-and-hold, concentrated, equal-weight, no auto-rebalance, tech/internet & mobility, two stocks

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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186.84%

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

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4.71%

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

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0.01%

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

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0.00%

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

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-4.98%

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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56.38

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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-3.31%

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

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3.94

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

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30.58%

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 corridor width

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15.00%

Rebalance frequency

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none

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