Side-by-side comparison

Compare investment strategies

Overheat Shorts and Small-Cap Cyclical Dip Basket vs Equal-Weight AI-Native Biotech Stocks

What they hold

The latest holdings each source publishes. Simulated holdings come from a backtest; a stated mix is a target from the strategy's documents.

as of 2026-10-19

Asset mix

ETFs 100%

Stocks 100%

Top 5 holdings

PSQ100.0%

CERT21.1%
SDGR17.8%
RXRX13.3%
DNA13.0%
RLAY12.4%
of 8 positions

Overlap

The share of portfolio weight two strategies hold in common (strategies with published holdings).

	Overheat Shorts and Small-Cap Cyclical Dip Basket	Equal-Weight AI-Native Biotech Stocks
Overheat Shorts and Small-Cap Cyclical Dip Basket		0%
Equal-Weight AI-Native Biotech Stocks	0%

Every published figureShow 43 attributes

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

Classification

AI categories (Composer)

contrarian, daily rebalance, inverse etfs, risk-on/risk-off, rsi-based, sector rotation, small-cap tilt, tactical asset allocation, trend following

ai-driven drug discovery, biotech, concentrated, equal-weight, life sciences software, no scheduled rebalancing, small/mid-cap

Asset classes / instruments

equities

Market-relative

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

0.17

0.50

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

0.48

2.33

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

0.45

0.44

Trading activity

Annualized turnover, backtest period (backtest)

41.62

3.82

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

45.91

3.28

Daily win rate, backtest period (backtest)

53.71%

48.06%

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

55.58%

48.19%

Backtest

Backtest final value (from $10,000)

$259k

$5,717

Backtest regulatory fees

$1,014

Backtest slippage cost

$7,673

Returns

Backtest length

3,007

1,317

Out-of-sample length

484

Return, backtest period (annualized) (backtest)

31.35%

-10.14%

Return, backtest period (cumulative) (backtest)

2491%

-42.83%

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

24.67%

172.80%

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

52.06%

36.43%

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

-1.06%

-9.04%

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

-4.34%

28.70%

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

1.19%

-7.67%

Return, trailing 1 year (backtest)

37.21%

20.58%

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

35.15%

0.00%

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

2.69%

-21.10%

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

-0.51%

16.87%

SPY annualized return over the backtest window (backtest)

13.72%

12.97%

Risk metrics

Calmar ratio, backtest period (backtest)

1.55

-0.12

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

1.22

10.24

Maximum drawdown, backtest period (backtest)

-20.17%

-84.35%

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

-20.17%

-16.88%

Sharpe ratio, backtest period (backtest)

1.64

0.09

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

1.34

2.03

Sortino ratio, backtest period (backtest)

2.65

0.13

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

2.21

2.02

Standard deviation, backtest period (backtest)

17.55%

56.27%

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

17.60%

58.20%

Quality

Community review status

ACTIVE

Holdings

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

0.39

0.15

Construction

Logic complexity (node count)

351

Rebalance corridor width

—

12.00%

Rebalance frequency

daily

none

Popularity

Remixes (copies)

Watchers

Overheat Shorts and Small-Cap Cyclical Dip Basket

Equal-Weight AI-Native Biotech Stocks

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Overlap

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

Overlap

Do the holdings back the rules?

Costs, access & sources