Side-by-side comparison

Compare investment strategies

JEPQ Income Rotation with Tech Dips and T-Bills 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.

15.8%

—

24.4%

—

17.5%

—

1.33Best

0.97

-14.0%Best

-20.7%

Inception

2023-12-26

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: JEPQ Income Rotation with Tech Dips and T-Bills.

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)

cash timing, covered-call income, defensive rotation, momentum/rsi, technology tilt, trend filter

—

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)

0.08

—

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

—

-0.05

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

0.74

—

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

0.65

—

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

—

-0.03

Trading activity

Annualized turnover, backtest period (backtest)

20.85

—

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

12.26

—

Average leverage

—

1.61

Daily win rate, backtest period (backtest)

59.98%

—

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

61.52%

—

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)

$33k

—

Backtest regulatory fees

$50

—

Backtest slippage cost

$338

—

Returns

Backtest length

1,112

—

Out-of-sample length

699

—

Return, backtest period (annualized) (backtest)

31.33%

—

Return, backtest period (cumulative) (backtest)

233.27%

—

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

24.35%

—

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

83.20%

—

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

0.26%

—

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

3.15%

—

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

0.08%

—

Return, trailing 1 year (backtest)

15.77%

—

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

15.78%

—

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

0.69%

—

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

4.80%

—

SPY annualized return over the backtest window (backtest)

16.02%

—

Risk metrics

Calmar ratio, backtest period (backtest)

2.24

—

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

1.74

—

Maximum drawdown, backtest period (backtest)

-13.98%

—

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

-13.98%

—

Maximum drawdown, strategy life (hypothetical model account)

—

-20.68%

Sharpe ratio, backtest period (backtest)

1.70

—

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

1.33

—

Sharpe ratio, strategy life (hypothetical model account)

—

0.97

Sortino ratio, backtest period (backtest)

2.69

—

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

2.11

—

Sortino ratio, strategy life (hypothetical model account)

—

1.45

Standard deviation, backtest period (backtest)

16.88%

—

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

17.50%

—

Quality

Community review status

ACTIVE

—

Holdings

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

—

Construction

Logic complexity (node count)

—

Rebalance frequency

daily

—

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