Side-by-side comparison

Compare investment strategies

Equal-Weight SPY, QQQ, DIA and IWM Quarterly vs Equal-Weight AI-Native Biotech Stocks

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 2026-10-11

as of 2026-10-19

Asset mix

ETFs 100%

Stocks 100%

Top 5 holdings

DIA25.2%
SPY25.2%
QQQ24.9%
IWM24.7%
Cash0.0%

CERT21.1%
SDGR17.8%
RXRX13.3%
DNA13.0%
RLAY12.4%
of 8 positions

Overlap

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

	Equal-Weight SPY, QQQ, DIA and IWM Quarterly	Equal-Weight AI-Native Biotech Stocks
Equal-Weight SPY, QQQ, DIA and IWM Quarterly		0%
Equal-Weight AI-Native Biotech Stocks	0%

Every published figureShow 43 attributes

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

Classification

AI categories (Composer)

equal-weight, etfs, long-only, passive indexing, quarterly rebalance, us equities

ai-driven drug discovery, biotech, concentrated, equal-weight, life sciences software, no scheduled rebalancing, small/mid-cap

Asset classes / instruments

equities

Market-relative

Alpha vs SPY, out-of-sample (out-of-sample)

-0.02

0.50

Beta vs SPY, out-of-sample (out-of-sample)

1.04

2.33

Correlation (R) vs SPY, out-of-sample (out-of-sample)

0.98

0.44

Trading activity

Annualized turnover, backtest period (backtest)

0.47

3.82

Annualized turnover, out-of-sample period (out-of-sample)

0.46

3.28

Daily win rate, backtest period (backtest)

54.35%

48.06%

Daily win rate, out-of-sample period (out-of-sample)

54.13%

48.19%

Backtest

Backtest final value (from $10,000)

$100k

$5,717

Backtest regulatory fees

Backtest slippage cost

Returns

Backtest length

6,631

1,317

Out-of-sample length

835

Return, backtest period (annualized) (backtest)

9.15%

-10.14%

Return, backtest period (cumulative) (backtest)

902.60%

-42.83%

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

19.08%

172.80%

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

78.49%

36.43%

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

0.61%

-9.04%

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

0.58%

28.70%

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

0.36%

-7.67%

Return, trailing 1 year (backtest)

17.34%

20.58%

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

17.34%

0.00%

Return, trailing 2 weeks (out-of-sample)

0.13%

-21.10%

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

0.16%

16.87%

SPY annualized return over the backtest window (backtest)

8.71%

12.97%

Risk metrics

Calmar ratio, backtest period (backtest)

0.17

-0.12

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

0.94

10.24

Maximum drawdown, backtest period (backtest)

-54.06%

-84.35%

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

-20.31%

-16.88%

Sharpe ratio, backtest period (backtest)

0.53

0.09

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

1.18

2.03

Sortino ratio, backtest period (backtest)

0.76

0.13

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

1.76

2.02

Standard deviation, backtest period (backtest)

20.38%

56.27%

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

15.92%

58.20%

Quality

Community review status

ACTIVE

Holdings

Concentration (Herfindahl index, out-of-sample, as Composer reports it)

0.25

0.15

Construction

Logic complexity (node count)

Rebalance corridor width

—

12.00%

Rebalance frequency

quarterly

none

Popularity

Remixes (copies)

Watchers

Equal-Weight SPY, QQQ, DIA and IWM Quarterly

Equal-Weight AI-Native Biotech Stocks

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