Side-by-side comparison

Compare investment strategies

Daly Asset Management Top Five Concentrated Stocks vs ERX, Refiners and Gold Miners Inverse-Volatility Mix

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.

—

0.0%

31.7%

138.6%Best

—

22.9%

—

4.29

-30.5%

-2.7%Best

Minimum investment

$100

—

Each source uses its own scale

2.56(Surmount risk score)

—

Inception

2026-05-19

—

Holdings

—

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: ERX, Refiners and Gold Miners Inverse-Volatility Mix.

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)

—

commodities, energy, gold miners, inverse-vol weighting, leveraged etfs, oil refiners, risk-balanced

Asset classes / instruments

equity

equities

Returns

Annual return (Surmount tracking) (model tracking)

31.73%

—

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

-14.26%

—

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

—

138.64%

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

—

3.87%

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

—

8.12%

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

—

0.00%

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

—

0.00%

Total return (Surmount tracking) (model tracking)

294.57%

—

Risk metrics

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

—

51.98

Maximum drawdown (Surmount tracking) (model tracking)

-30.49%

—

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

—

-2.67%

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

—

4.29

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

—

22.88%

Holdings

Industry weights (Surmount)

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

—

Popularity

Investors following (Surmount)

—

Cost & access

Minimum investment

$100

—

Construction

Rebalance corridor width

—

10.00%

Rebalance frequency

—

none

Risk score

Risk score (Surmount)

2.56

—

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