Side-by-side comparison

Compare investment strategies

EP-Space Stock Strategy vs Clean Air SRI Portfolio (Carbon & Pollution Leaders)

At a glance

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

These strategies report performance on different (Hypo, Live). 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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35.7%

59.8%Best

13.8%

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14.8%

1.09

2.18Best

-52.0%

-9.7%Best

Fee

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0.20%

Minimum investment

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$100

Each source uses its own scale

24(Heart Attack Index (Collective2))

3(1-5 (Interactive Advisors))

Inception

2024-09-04

2020-07-16

67%

82%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.

EP-Space Stock StrategyHypoup 173.7%
Clean Air SRI Portfolio (Carbon & Pollution Leaders)Liveup 55.2%
S&P 500 ETFup 41.2%

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

Data provider / source: ESG (general) · provider not named

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Event handling / exception

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Exclude screen: Pollution control

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Include screen: Carbon & emissions

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Include screen: Space / aerospace

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Number of holdings

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Position cap

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Rebalance schedule

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Weight by score: Carbon & emissions

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Weighting scheme

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Every published figureShow 67 attributes

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

Market-relative

Alpha vs S&P 500, strategy life (hypothetical model account)

0.11

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Benchmark (methodology text)

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Broad market investable ETF benchmark without an ESG focus

Beta vs S&P 500, strategy life (hypothetical model account)

0.79

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Correlation to S&P 500, strategy life (hypothetical model account)

0.31

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Returns

Annual return compounded, strategy life (hypothetical model account)

59.80%

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Annualized return since inception (Lighthorse, daily, hypothetical)

56.78%

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Annualized return since inception (Lighthorse, daily, live)

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13.82%

Return since inception (annualized) (live account)

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13.80%

Return since inception (cumulative) (live account)

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124.10%

Return vs the source's benchmark, last 365 days (Lighthorse, daily, live)

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20.55%

Return, 1 month (hypothetical model account)

1.85%

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Return, 3 months (hypothetical model account)

17.37%

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Return, 6 months (hypothetical model account)

18.96%

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Return, last 30 days (live account)

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3.40%

Return, last 365 days (Lighthorse, daily, hypothetical)

57.30%

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Return, last 365 days (Lighthorse, daily, live)

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36.56%

Return, last 365 days (live account)

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35.70%

Return, last 5 years (cumulative) (live account)

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69.00%

Return, last 90 days (live account)

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8.50%

Return, year to date (live account)

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27.30%

Classification

Asset classes / instruments

stocks

equities

Composition (ETFs / Stocks / Mixed)

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STOCKS

Curated collections (Interactive Advisors)

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Better planet, Portfolios with the best risk adjusted returns, Top performing portfolios, Top performing socially responsible portfolios

ESG / responsible flag

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Yes

Leaderboard views (Collective2)

ira_account, popular

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Smart beta flag

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Theme keywords (Interactive Advisors)

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Carbon focus, Emission control, Sustainable energy

Trading activity

Average leverage

0.85

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Average position time

37,683

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Maximum daily leverage

5.75

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Number of trades

136

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Percent of trades profitable

91.11%

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Profit factor

23.29

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Win:loss ratio

23.29

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Risk metrics

Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live)

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0.72

Maximum drawdown since inception (Lighthorse, daily, hypothetical)

-44.06%

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Maximum drawdown since inception (Lighthorse, daily, live)

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-26.93%

Maximum drawdown, last 365 days (Lighthorse, daily, hypothetical)

-23.64%

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Maximum drawdown, last 365 days (Lighthorse, daily, live)

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-9.74%

Maximum drawdown, last 365 days (live account)

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-9.70%

Maximum drawdown, strategy life (hypothetical model account)

-52.00%

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Sharpe ratio since inception (Lighthorse, daily, hypothetical)

1.08

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Sharpe ratio since inception (Lighthorse, daily, live)

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0.62

Sharpe ratio, last 365 days (Lighthorse, daily, hypothetical)

1.38

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Sharpe ratio, last 365 days (Lighthorse, daily, live)

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1.89

Sharpe ratio, last 365 days (live account)

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2.18

Sharpe ratio, strategy life (hypothetical model account)

1.09

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Sortino ratio, last 365 days (Lighthorse, daily, hypothetical)

2.40

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Sortino ratio, last 365 days (Lighthorse, daily, live)

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2.93

Sortino ratio, last 365 days (live account)

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3.66

Sortino ratio, strategy life (hypothetical model account)

1.75

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Value-at-risk 95% 1-week, last 365 days (live account)

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-3.40%

Volatility since inception (Lighthorse, daily, hypothetical)

46.56%

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Volatility since inception (Lighthorse, daily, live)

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17.76%

Volatility, last 365 days (Lighthorse, daily, hypothetical)

33.01%

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Volatility, last 365 days (Lighthorse, daily, live)

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14.53%

Volatility, last 365 days (live account)

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14.80%

Risk score

Heart Attack Index (Collective2)

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Risk label (Interactive Advisors)

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Growth plus

Risk score 1-5 (Interactive Advisors)

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Cost & access

Management / advisory fee

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0.20%

Minimum investment

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$100

Subscription price per month

$80

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Suggested minimum capital

$15k

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Disclosure

Metrics calculated through

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2026-10-09

Construction

Rebalancing (methodology text)

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Annually

Identity

Strategy age

768

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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