Side-by-side comparison

Compare investment strategies

Quantum Computing Top 5 Weekly with Drawdown Hedges vs Clean Air SRI Portfolio (Carbon & Pollution Leaders)

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, Live). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

-24.1%

35.7%Best

—

13.8%

36.4%

14.8%Best

0.41

2.18Best

-37.4%

-9.7%Best

Fee

—

0.20%

Minimum investment

—

$100

Each source uses its own scale

3.50(0-5 (Quantbase))

3(1-5 (Interactive Advisors))

Inception

2025-01-07

2020-07-16

55%

82%Best

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.

Quantum Computing Top 5 Weekly with Drawdown HedgesCompositeup 17.3%
Clean Air SRI Portfolio (Carbon & Pollution Leaders)Liveup 51.2%
S&P 500 ETFup 34.1%

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

Number of holdings

Rebalance schedule

Weighting scheme

Data provider / source: ESG (general) · provider not named

—

Event handling / exception

—

Exclude screen: Pollution control

—

Hedge / defensive overlay: Bonds / Treasuries

—

Hedge / defensive overlay: Commodities

—

Hedge / defensive overlay: Inverse / short exposure

—

Include screen: Carbon & emissions

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Include screen: Quantum computing

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Position cap

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Weight by score: Carbon & emissions

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Every published figureShow 67 attributes

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

Returns

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

8.79%

—

Annualized return since inception (Lighthorse, daily, composite)

8.78%

—

Annualized return since inception (Lighthorse, daily, live)

—

13.82%

Backtest end date (Quantbase data field)

2025-01-07

—

Return since chart start (cumulative) (client composite)

15.78%

—

Return since inception (annualized) (live account)

—

13.80%

Return since inception (cumulative) (live account)

—

124.10%

Return vs the source's benchmark, last 365 days (Lighthorse, daily, live)

—

20.55%

Return, last 30 days (live account)

—

3.40%

Return, last 365 days (Lighthorse, daily, composite)

-16.14%

—

Return, last 365 days (Lighthorse, daily, live)

—

36.56%

Return, last 365 days (live account)

—

35.70%

Return, last 5 years (cumulative) (live account)

—

69.00%

Return, last 90 days (live account)

—

8.50%

Return, rolling 1 year (client composite)

-24.12%

—

Return, year to date (live account)

—

27.30%

Classification

Asset classes / instruments

—

equities

Composition (ETFs / Stocks / Mixed)

—

STOCKS

Curated collections (Interactive Advisors)

—

Better planet, Portfolios with the best risk adjusted returns, Top performing portfolios, Top performing socially responsible portfolios

ESG / responsible flag

—

Yes

Smart beta flag

—

Theme keywords (Interactive Advisors)

—

Carbon focus, Emission control, Sustainable energy

Market-relative

Benchmark (methodology text)

—

Broad market investable ETF benchmark without an ESG focus

Correlation to SPY (full history) (client composite)

0.47

—

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

0.47

—

Risk metrics

Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live)

—

0.72

Daily volatility over the chart range (client composite)

2.29%

—

Max drawdown over the chart range (client composite)

-37.41%

—

Maximum drawdown since inception (Lighthorse, daily, composite)

-38.21%

—

Maximum drawdown since inception (Lighthorse, daily, live)

—

-26.93%

Maximum drawdown, last 365 days (Lighthorse, daily, composite)

-34.87%

—

Maximum drawdown, last 365 days (Lighthorse, daily, live)

—

-9.74%

Maximum drawdown, last 365 days (live account)

—

-9.70%

Monthly volatility over the chart range (client composite)

12.77%

—

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

0.41

—

Sharpe ratio since inception (Lighthorse, daily, composite)

0.31

—

Sharpe ratio since inception (Lighthorse, daily, live)

—

0.62

Sharpe ratio, last 365 days (Lighthorse, daily, composite)

-0.33

—

Sharpe ratio, last 365 days (Lighthorse, daily, live)

—

1.89

Sharpe ratio, last 365 days (live account)

—

2.18

Sortino ratio, last 365 days (Lighthorse, daily, composite)

-0.46

—

Sortino ratio, last 365 days (Lighthorse, daily, live)

—

2.93

Sortino ratio, last 365 days (live account)

—

3.66

Value-at-risk 95% 1-week, last 365 days (live account)

—

-3.40%

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

36.35%

—

Volatility since inception (Lighthorse, daily, composite)

43.10%

—

Volatility since inception (Lighthorse, daily, live)

—

17.76%

Volatility, last 365 days (Lighthorse, daily, composite)

39.15%

—

Volatility, last 365 days (Lighthorse, daily, live)

—

14.53%

Volatility, last 365 days (live account)

—

14.80%

Cost & access

Brokerage / custodian

Alpaca

—

Management / advisory fee

—

0.20%

Minimum investment

—

$100

Suitability

Experience minimum: bonds

—

Experience minimum: crypto

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Experience minimum: equity

—

Experience minimum: leverage

—

Experience minimum: options

—

Construction

Last rebalance date

2026-10-05

—

Rebalance frequency

weekly

—

Rebalancing (methodology text)

—

Annually

Disclosure

Metrics calculated through

2026-10-05

2026-10-09

Identity

Partner (Quantbase data field)

statis

—

Risk score

Qualitative risk score (Quantbase data field)

—

Risk label (Interactive Advisors)

—

Growth plus

Risk score 0-5 (Quantbase)

3.50

—

Risk score 1-5 (Interactive Advisors)

—

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