Side-by-side comparison

Compare investment strategies

Pelosi Public Equity Exposure Tracker vs Congress Sales-Based Tech and Energy Stock Basket

At a glance

The headline numbers each source publishes, lined up. Hover a number for its exact definition.

These strategies report performance on different (Composite, OOS). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

7.7%

23.2%Best

—

21.1%

21.0%Best

21.5%

0.40

1.00Best

-34.2%

-26.6%Best

Fee

1.00%

—

Each source uses its own scale

3.81(0-5 (Quantbase))

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Inception

2021-10-15

2023-11-20

Holdings

82%Best

60%

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.

Pelosi Public Equity Exposure TrackerCompositeup 70.6%
S&P 500 ETFup 79.1%

No published history to chart: Congress Sales-Based Tech and Energy Stock Basket.

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 2026-08-25

as of 2026-10-19

Asset mix

Stocks 100% · Other 0%

Stocks 100%

Top 5 holdings

AMZN12.2%
GOOGL12.0%
NVDA11.8%
AAPL11.7%
V11.2%
of 16 positions

MSFT42.0%
AAPL11.8%
NVDA11.4%
NGL9.7%
AESI9.6%
of 11 positions

Overlap

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

	Pelosi Public Equity Exposure Tracker	Congress Sales-Based Tech and Energy Stock Basket
Pelosi Public Equity Exposure Tracker		33%
Congress Sales-Based Tech and Energy Stock Basket	33%

Every published figureShow 67 attributes

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

Classification

AI categories (Composer)

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concentrated, daily rebalance, energy/utility tilt, long-only us equities, tech-heavy, thematic (congress trading)

Asset classes / instruments

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equities

Market-relative

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

—

-0.00

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

—

1.10

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

—

0.82

Correlation to SPY (full history) (client composite)

0.79

—

Correlation to SPY (Quantbase data field) (basis not stated)

0.79

—

Returns

Annual return (Quantbase data field) (basis not stated)

9.36%

—

Backtest end date (Quantbase data field)

2022-04-01

—

Backtest length

—

907

Out-of-sample length

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621

Return since chart start (cumulative) (client composite)

35.81%

—

Return, backtest period (annualized) (backtest)

—

28.12%

Return, backtest period (cumulative) (backtest)

—

144.23%

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

—

21.11%

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

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59.70%

Return, rolling 1 year (client composite)

7.69%

—

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

—

-1.03%

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

—

1.44%

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

—

-1.88%

Return, trailing 1 year (backtest)

—

21.28%

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

—

23.19%

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

—

-1.68%

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

—

17.24%

SPY annualized return over the backtest window (backtest)

—

21.45%

Trading activity

Annualized turnover, backtest period (backtest)

—

0.01

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

—

0.00

Daily win rate, backtest period (backtest)

—

55.13%

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

—

55.56%

Backtest

Backtest final value (from $10,000)

—

$24k

Backtest regulatory fees

—

$27

Backtest slippage cost

—

$25

Cost & access

Brokerage / custodian

Alpaca

—

Management / advisory fee

1.00%

—

Risk metrics

Calmar ratio, backtest period (backtest)

—

1.06

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

—

0.79

Daily volatility over the chart range (client composite)

1.32%

—

Max drawdown (Quantbase data field) (basis not stated)

-42.99%

—

Max drawdown over the chart range (client composite)

-34.16%

—

Maximum drawdown, backtest period (backtest)

—

-26.63%

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

—

-26.62%

Monthly volatility over the chart range (client composite)

6.85%

—

Sharpe ratio (Quantbase data field) (basis not stated)

0.86

—

Sharpe ratio from daily returns over the chart range (client composite)

0.40

—

Sharpe ratio, backtest period (backtest)

—

1.33

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

—

1.00

Sortino ratio, backtest period (backtest)

—

2.01

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

—

1.42

Standard deviation, backtest period (backtest)

—

20.13%

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

—

21.53%

Volatility (Quantbase data field) (basis not stated)

4.53%

—

Volatility over the chart range, annualized from daily (×√252) (client composite)

20.95%

—

Quality

Community review status

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ACTIVE

Holdings

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

—

0.23

Suitability

Experience minimum: bonds

—

Experience minimum: crypto

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Experience minimum: equity

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Experience minimum: leverage

—

Experience minimum: options

—

Construction

Last rebalance date

2026-08-25

—

Logic complexity (node count)

—

Rebalance frequency

custom

daily

Disclosure

Metrics calculated through

2026-10-05

—

Risk score

Qualitative risk score (Quantbase data field)

4.25

—

Risk score 0-5 (Quantbase)

3.81

—

Popularity

Remixes (copies)

—

Watchers

—

Pelosi Public Equity Exposure Tracker

33%

Congress Sales-Based Tech and Energy Stock Basket

33%

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