Side-by-side comparison

Compare investment strategies

Kearsarge All-Weather with Dividends and Rate Trades 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.

-10.2%

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18.5%

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25.7%

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0.77

0.97Best

-17.8%Best

-20.7%

Inception

2023-11-27

2026-03-14

Holdings

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80%Best

67%

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: Kearsarge All-Weather with Dividends and Rate Trades.

What they say: stated rules

Each rule is quoted from the strategy's own documents. Tap a ✓ to read the quote. Shared rules come first.

Rules stated

Exclude screen

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Hedge / defensive overlay

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Hedge / defensive overlay: Inverse / short exposure

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Include screen: Liquidity / trading volume

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Leverage use

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Trading signal: Interest rates / yield curve

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Trading signal: RSI overbought / oversold

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Trading signal: Trend (moving averages)

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Trading signal: Volatility regime (VIX)

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Universe / index

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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)

all-weather, bonds, commodities, crash protection, equities, leveraged etfs, tactical multi-asset, trend-following, volatility-managed

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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)

0.08

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

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-0.05

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

0.66

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

0.39

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

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-0.03

Trading activity

Annualized turnover, backtest period (backtest)

34.34

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

32.75

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Average leverage

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1.61

Daily win rate, backtest period (backtest)

56.18%

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

56.14%

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Maximum daily leverage

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4.35

Number of trades

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Percent of trades profitable

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86.49%

Profit factor

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2.30

Backtest

Backtest final value (from $10,000)

$33k

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Backtest regulatory fees

$117

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Backtest slippage cost

$713

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Returns

Backtest length

1,100

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Out-of-sample length

725

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Return, backtest period (annualized) (backtest)

31.62%

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Return, backtest period (cumulative) (backtest)

232.15%

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

18.46%

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

62.25%

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

2.69%

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

-2.18%

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

4.11%

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Return, trailing 1 year (backtest)

-7.71%

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

-10.20%

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

4.84%

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

0.16%

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SPY annualized return over the backtest window (backtest)

16.81%

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Risk metrics

Calmar ratio, backtest period (backtest)

1.78

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

1.04

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Maximum drawdown, backtest period (backtest)

-17.81%

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

-17.81%

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Maximum drawdown, strategy life (hypothetical model account)

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-20.68%

Sharpe ratio, backtest period (backtest)

1.32

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

0.77

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Sharpe ratio, strategy life (hypothetical model account)

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0.97

Sortino ratio, backtest period (backtest)

3.19

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

2.09

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Sortino ratio, strategy life (hypothetical model account)

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1.45

Standard deviation, backtest period (backtest)

22.50%

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

25.74%

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Quality

Community review status

ACTIVE

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Holdings

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

0.18

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Construction

Logic complexity (node count)

1,753

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Rebalance frequency

daily

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Popularity

Remixes (copies)

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Watchers

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Identity

Strategy age

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220

Cost & access

Subscription price per month

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$79

Suggested minimum capital

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$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