Side-by-side comparison

Compare investment strategies

Fearless Value Contrarian Stocks with Covered Calls 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 (Hypo, Model). 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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26.2%

50.6%Best

40.8%

0.86

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-65.2%

-33.2%Best

Minimum investment

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$100

Each source uses its own scale

45(Heart Attack Index (Collective2))

2.64(Surmount risk score)

Inception

2017-10-10

2024-06-05

Holdings

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67%

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.

Fearless Value Contrarian Stocks with Covered CallsHypoup 107.7%
Quantum Computing Leaders Monthly Custom-WeightedModelup 177.9%
S&P 500 ETFup 42.9%

Every published figureShow 44 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)

0.12

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

0.69

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

0.25

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Returns

Annual return (Surmount tracking) (model tracking)

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40.78%

Annual return compounded, strategy life (hypothetical model account)

50.60%

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Annualized return since inception (Lighthorse, daily, hypothetical)

50.49%

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Return, 1 month (hypothetical model account)

3.47%

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

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26.24%

Return, 3 months (hypothetical model account)

7.63%

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

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9.76%

Return, 6 months (hypothetical model account)

12.47%

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

17.76%

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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

stocks, options

equity

Leaderboard views (Collective2)

52_week_highs, 90_day_highs, new_highs, old_timers, popular

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Style chips (Collective2)

Covered Calls, Premium Collecting

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Trading activity

Average leverage

1.66

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Average position time

39,015

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Maximum daily leverage

10.30

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Number of trades

859

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Percent of trades profitable

76.95%

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Profit factor

2.35

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Win:loss ratio

2.35

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Risk metrics

Calmar ratio, strategy life (hypothetical model account)

1.87

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Maximum drawdown (Surmount tracking) (model tracking)

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-33.23%

Maximum drawdown since inception (Lighthorse, daily, hypothetical)

-65.18%

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

-5.81%

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Maximum drawdown, strategy life (hypothetical model account)

-65.20%

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Sharpe ratio since inception (Lighthorse, daily, hypothetical)

0.97

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

0.93

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Sharpe ratio, strategy life (hypothetical model account)

0.86

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

1.42

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Sortino ratio, strategy life (hypothetical model account)

1.64

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Volatility since inception (Lighthorse, daily, hypothetical)

52.44%

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

14.20%

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Risk score

Heart Attack Index (Collective2)

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Risk score (Surmount)

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2.64

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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Cost & access

Minimum investment

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$100

Subscription price per month

$69

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Suggested minimum capital

$35k

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Identity

Strategy age

3,289

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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