Side-by-side comparison

Compare investment strategies

Pershing Square Style Basket with VIX Hedge and Dip Buys vs Activist 13F Stock Basket with Shipping-Signal Hedge

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 66% · Stocks 34%

Top 5 holdings

SQQQ66.3%
GOOGL6.6%
HLT6.2%
CMG5.6%
QSR5.4%
of 10 positions

SQQQ66.3%
GOOGL6.6%
HLT6.2%
CMG5.6%
QSR5.4%
of 10 positions

Overlap

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

	Pershing Square Style Basket with VIX Hedge and Dip Buys	Activist 13F Stock Basket with Shipping-Signal Hedge
Pershing Square Style Basket with VIX Hedge and Dip Buys		100%
Activist 13F Stock Basket with Shipping-Signal Hedge	100%

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)

13f clone, leveraged etfs, long/short, momentum, risk management, tactical allocation, volatility hedge

downside hedge, equity replication, leveraged etfs, mean reversion, tactical allocation, trend/momentum

Asset classes / instruments

equities

Market-relative

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

0.17

0.15

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

0.72

0.34

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

0.37

0.24

Trading activity

Annualized turnover, backtest period (backtest)

35.23

27.61

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

28.73

20.64

Daily win rate, backtest period (backtest)

56.04%

54.89%

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

50.39%

50.97%

Backtest

Backtest final value (from $10,000)

$3.1M

$1.1M

Backtest regulatory fees

$5,695

$1,900

Backtest slippage cost

$47k

$15k

Returns

Backtest length

2,095

Out-of-sample length

514

Return, backtest period (annualized) (backtest)

99.40%

76.71%

Return, backtest period (cumulative) (backtest)

31k%

11k%

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

26.33%

18.37%

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

60.33%

40.59%

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

3.13%

3.15%

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

-0.60%

-0.32%

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

3.60%

3.35%

Return, trailing 1 year (backtest)

7.75%

11.68%

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

6.40%

10.79%

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

4.94%

4.76%

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

-4.77%

-4.49%

SPY annualized return over the backtest window (backtest)

14.74%

Risk metrics

Calmar ratio, backtest period (backtest)

5.30

4.34

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

1.78

1.44

Maximum drawdown, backtest period (backtest)

-18.74%

-17.68%

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

-14.79%

-12.75%

Sharpe ratio, backtest period (backtest)

2.26

2.03

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

0.88

0.85

Sortino ratio, backtest period (backtest)

4.43

3.66

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

1.99

1.47

Standard deviation, backtest period (backtest)

32.90%

30.37%

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

32.02%

22.96%

Quality

Community review status

ACTIVE

Holdings

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

0.22

0.23

Construction

Logic complexity (node count)

352

Rebalance corridor width

10.00%

Rebalance frequency

none

Popularity

Remixes (copies)

Watchers

Pershing Square Style Basket with VIX Hedge and Dip Buys

100%

Activist 13F Stock Basket with Shipping-Signal Hedge

100%

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