Side-by-side comparison

Compare investment strategies

JEPI/DBMF Core with Conditional TQQQ Sleeve vs Premium Income Stocks with Options

At a glance

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

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

14.6%

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20.2%

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14.8%

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1.32Best

0.97

-16.7%Best

-20.7%

Inception

2023-08-13

2026-03-14

Holdings

—

60%

67%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.

Premium Income Stocks with OptionsHypoup 18.7%
S&P 500 ETFup 17.7%

No published history to chart: JEPI/DBMF Core with Conditional TQQQ Sleeve.

Every published figureShow 57 attributes

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

Classification

AI categories (Composer)

diversification, equity income, managed futures, monthly rebalance, rules-based, tactical tech tilt, trend filter

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Asset classes / instruments

equities

stocks, options

Leaderboard views (Collective2)

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new_highs

Market-relative

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

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0.09

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

0.00

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

—

-0.05

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

0.87

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

0.87

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

—

-0.03

Trading activity

Annualized turnover, backtest period (backtest)

1.34

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

1.36

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Average leverage

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1.61

Daily win rate, backtest period (backtest)

57.23%

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

56.79%

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Maximum daily leverage

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4.35

Number of trades

—

Percent of trades profitable

—

86.49%

Profit factor

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2.30

Backtest

Backtest final value (from $10,000)

$32k

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Backtest regulatory fees

—

Backtest slippage cost

$12

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Returns

Backtest length

1,604

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Out-of-sample length

898

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Return, backtest period (annualized) (backtest)

20.17%

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Return, backtest period (cumulative) (backtest)

222.25%

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

20.18%

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

92.69%

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

0.62%

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

5.72%

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

0.83%

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Return, trailing 1 year (backtest)

14.63%

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

14.63%

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

1.66%

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

5.81%

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SPY annualized return over the backtest window (backtest)

18.11%

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Risk metrics

Calmar ratio, backtest period (backtest)

1.21

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

1.21

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Maximum drawdown, backtest period (backtest)

-16.70%

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

-16.70%

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Maximum drawdown, strategy life (hypothetical model account)

—

-20.68%

Sharpe ratio, backtest period (backtest)

1.32

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

1.32

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Sharpe ratio, strategy life (hypothetical model account)

—

0.97

Sortino ratio, backtest period (backtest)

1.87

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

1.88

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Sortino ratio, strategy life (hypothetical model account)

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1.45

Standard deviation, backtest period (backtest)

14.76%

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

14.79%

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Quality

Community review status

ACTIVE

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Holdings

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

0.37

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Construction

Logic complexity (node count)

—

Rebalance frequency

monthly

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Popularity

Remixes (copies)

—

Watchers

—

Identity

Strategy age

—

220

Cost & access

Subscription price per month

—

$79

Suggested minimum capital

—

$35k

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