Side-by-side comparison

Compare investment strategies

JEPI Jedi 30% Income Base with Beaten-Down Add-On 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.

51.7%

—

40.3%

—

34.7%

—

1.15Best

0.97

-36.9%

-20.7%Best

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 Jedi 30% Income Base with Beaten-Down Add-On.

Every published figureShow 58 attributes

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

Classification

AI categories (Composer)

bonds vs rates signal, income (covered calls), leveraged etfs, mean reversion, risk-on/risk-off, tactical allocation, volatility etfs

—

Asset classes / instruments

equities

stocks, options

Leaderboard views (Collective2)

—

new_highs

Market-relative

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

—

0.09

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

0.05

—

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

—

-0.05

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

1.67

—

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

0.71

—

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

—

-0.03

Trading activity

Annualized turnover, backtest period (backtest)

47.90

—

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

46.56

—

Average leverage

—

1.61

Daily win rate, backtest period (backtest)

55.86%

—

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

53.84%

—

Maximum daily leverage

—

4.35

Number of trades

—

Percent of trades profitable

—

86.49%

Profit factor

—

2.30

Backtest

Backtest final value (from $10,000)

$335k

—

Backtest regulatory fees

$1,081

—

Backtest slippage cost

$7,527

—

Returns

Backtest length

1,604

—

Out-of-sample length

886

—

Return, backtest period (annualized) (backtest)

73.56%

—

Return, backtest period (cumulative) (backtest)

3250%

—

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

40.35%

—

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

229.70%

—

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

1.56%

—

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

0.02%

—

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

1.28%

—

Return, trailing 1 year (backtest)

51.69%

—

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

51.69%

—

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

2.01%

—

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

4.33%

—

SPY annualized return over the backtest window (backtest)

18.11%

—

Risk metrics

Calmar ratio, backtest period (backtest)

2.00

—

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

1.09

—

Maximum drawdown, backtest period (backtest)

-36.87%

—

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

-36.87%

—

Maximum drawdown, strategy life (hypothetical model account)

—

-20.68%

Sharpe ratio, backtest period (backtest)

1.75

—

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

1.15

—

Sharpe ratio, strategy life (hypothetical model account)

—

0.97

Sortino ratio, backtest period (backtest)

2.70

—

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

1.70

—

Sortino ratio, strategy life (hypothetical model account)

—

1.45

Standard deviation, backtest period (backtest)

35.09%

—

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

34.73%

—

Quality

Community review status

ACTIVE

—

Holdings

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

0.37

—

Construction

Logic complexity (node count)

—

Rebalance corridor width

5.00%

—

Rebalance frequency

none

—

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