Side-by-side comparison

Compare investment strategies

Daly Asset Management Top Ten 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.

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0.0%

20.2%

138.6%Best

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22.9%

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4.29

-25.5%

-2.7%Best

Minimum investment

$100

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Each source uses its own scale

2.36(Surmount risk score)

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Inception

2025-12-12

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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 Ten StocksModelup 22.8%
S&P 500 ETFup 11.9%

No published history to chart: ERX, Refiners and Gold Miners Inverse-Volatility Mix.

Every published figureShow 22 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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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)

20.17%

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

-5.36%

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

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138.64%

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

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3.87%

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

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8.12%

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%

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

19.58%

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Total return (Surmount tracking) (model tracking)

149.68%

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Risk metrics

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

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51.98

Maximum drawdown (Surmount tracking) (model tracking)

-25.50%

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

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-2.67%

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

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4.29

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

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22.88%

Holdings

Industry weights (Surmount)

Energy: 20.0% · Healthcare: 10.0% · Technology: 10.0% · Consumer Cyclical: 30.0% · Consumer Defensive: 10.0% · Financial Services: 10.0% · Communication Services: 10.0%

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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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10.00%

Rebalance frequency

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none

Risk score

Risk score (Surmount)

2.36

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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