Side-by-side comparison

Compare investment strategies

Overheat Shorts and Small-Cap Cyclical Dip Basket vs Global Small-Value Stocks, 100-Day SPY Treasury Switch

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%

Top 5 holdings

PSQ100.0%

VTI42.0%
VEA24.0%
AVUV14.1%
VWO12.0%
AVDV8.0%

Overlap

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

	Overheat Shorts and Small-Cap Cyclical Dip Basket	Global Small-Value Stocks, 100-Day SPY Treasury Switch
Overheat Shorts and Small-Cap Cyclical Dip Basket		0%
Global Small-Value Stocks, 100-Day SPY Treasury Switch	0%

Every published figureShow 42 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

100-day moving average, global equities, risk-on/risk-off, small-cap value tilt, tactical asset allocation, treasuries hedge, trend-following

Asset classes / instruments

equities

Market-relative

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

0.17

0.00

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

0.48

0.84

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

0.45

0.88

Trading activity

Annualized turnover, backtest period (backtest)

41.62

5.37

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

45.91

2.41

Daily win rate, backtest period (backtest)

53.71%

54.17%

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

55.58%

56.83%

Backtest

Backtest final value (from $10,000)

$259k

$24k

Backtest regulatory fees

$1,014

$66

Backtest slippage cost

$7,673

$130

Returns

Backtest length

3,007

1,774

Out-of-sample length

484

366

Return, backtest period (annualized) (backtest)

31.35%

13.37%

Return, backtest period (cumulative) (backtest)

2491%

142.03%

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

24.67%

22.28%

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

52.06%

33.40%

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

-1.06%

-0.70%

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

-4.34%

-0.91%

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

1.19%

-1.29%

Return, trailing 1 year (backtest)

37.21%

13.04%

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

35.15%

15.38%

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

2.69%

-1.92%

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

-0.51%

1.41%

SPY annualized return over the backtest window (backtest)

13.72%

16.04%

Risk metrics

Calmar ratio, backtest period (backtest)

1.55

0.69

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

1.22

2.97

Maximum drawdown, backtest period (backtest)

-20.17%

-19.46%

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

-20.17%

-7.51%

Sharpe ratio, backtest period (backtest)

1.64

1.02

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

1.34

1.77

Sortino ratio, backtest period (backtest)

2.65

1.44

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

2.21

2.45

Standard deviation, backtest period (backtest)

17.55%

13.10%

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

17.60%

11.81%

Quality

Community review status

ACTIVE

Holdings

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

0.39

0.27

Construction

Logic complexity (node count)

351

Rebalance frequency

daily

Popularity

Remixes (copies)

Watchers

Overheat Shorts and Small-Cap Cyclical Dip Basket

Global Small-Value Stocks, 100-Day SPY Treasury Switch

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