Side-by-side comparison

Compare investment strategies

Depressed Blue Chips Crisis Rebound (S&P 500) vs Quantum Computing Leaders Monthly Custom-Weighted

At a glance

The headline numbers each source publishes, lined up. Hover a number for its exact definition.

These strategies report performance on different (Composite, Model). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

10.7%

26.2%Best

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40.8%

13.0%

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0.92

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-18.9%Best

-33.2%

Fee

1.00%

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Minimum investment

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$100

Each source uses its own scale

2.71(0-5 (Quantbase))

2.64(Surmount risk score)

Inception

2022-07-03

2024-06-05

Holdings

73%

91%Best

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.

Depressed Blue Chips Crisis Rebound (S&P 500)Compositeup 33.8%
Quantum Computing Leaders Monthly Custom-WeightedModelup 177.9%
S&P 500 ETFup 42.9%

What they say: stated rules

Each rule is quoted from the strategy's own documents. Tap a ✓ to read the quote. Shared rules come first.

Rules stated

Rebalance schedule

Include screen: Growth

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Include screen: Momentum

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Include screen: Quality / profitability

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Include screen: Quantum computing

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Include screen: Valuation ratios

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Include screen: Value

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Number of holdings

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Trading signal: Credit spreads

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Universe / index

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Weight by score: Financial strength / cash flow

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Weight by score: Growth

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Weighting scheme

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What they hold

The latest holdings each source publishes. Simulated holdings come from a backtest; a stated mix is a target from the strategy's documents.

as of 2022-08-03

as of 2026-10-20

Asset mix

ETFs 100%

Stocks 86% · Other 14%

Top 5 holdings

SPY100.0%

MSFT11.6%
IBM10.8%
NVDA10.7%
BABA10.6%
GOOGL10.5%
of 13 positions

Overlap

The share of portfolio weight two strategies hold in common (strategies with published holdings).

	Depressed Blue Chips Crisis Rebound (S&P 500)	Quantum Computing Leaders Monthly Custom-Weighted
Depressed Blue Chips Crisis Rebound (S&P 500)		0%
Quantum Computing Leaders Monthly Custom-Weighted	0%

Every published figureShow 35 attributes

Each row is one exact variant (window and basis), so a value appears only where a source publishes it.

Returns

Annual return (Quantbase data field) (basis not stated)

17.72%

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Annual return (Surmount tracking) (model tracking)

—

40.78%

Backtest end date (Quantbase data field)

2022-08-01

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Return since chart start (cumulative) (client composite)

72.59%

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Return, 1 year (Surmount tracking) (model tracking)

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26.24%

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

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9.76%

Return, rolling 1 year (client composite)

10.68%

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

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30.68%

Total return (Surmount tracking) (model tracking)

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449.20%

Classification

Asset classes / instruments

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equity

Cost & access

Brokerage / custodian

Alpaca

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Management / advisory fee

1.00%

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Minimum investment

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$100

Market-relative

Correlation to SPY (full history) (client composite)

0.92

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Correlation to SPY (Quantbase data field) (basis not stated)

0.92

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Risk metrics

Daily volatility over the chart range (client composite)

0.82%

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Max drawdown over the chart range (client composite)

-18.87%

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Maximum drawdown (Surmount tracking) (model tracking)

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-33.23%

Monthly volatility over the chart range (client composite)

4.04%

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Sharpe ratio from daily returns over the chart range (client composite)

0.92

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Volatility over the chart range, annualized from daily (×√252) (client composite)

13.02%

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Suitability

Experience minimum: bonds

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Experience minimum: crypto

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Experience minimum: equity

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Experience minimum: leverage

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Experience minimum: options

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Holdings

Industry weights (Surmount)

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Technology: 74.0% · Industrials: 5.2% · Consumer Cyclical: 10.4% · Communication Services: 10.4%

Popularity

Investors following (Surmount)

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Construction

Last rebalance date

2022-05-03

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Rebalance frequency

weekly

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Rebalancing (methodology text)

Signal-based

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Disclosure

Metrics calculated through

2026-10-05

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Risk score

Qualitative risk score (Quantbase data field)

3.50

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Risk score (Surmount)

—

2.64

Risk score 0-5 (Quantbase)

2.71

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Depressed Blue Chips Crisis Rebound (S&P 500)

Quantum Computing Leaders Monthly Custom-Weighted

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Overlap

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

Overlap

Do the holdings back the rules?

Costs, access & sources