Side-by-side comparison

Compare investment strategies

S&P 500 Buy and Hold (SPY) vs Russell 1000 Energy Index Direct Indexing

At a glance

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

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

17.3%

46.6%Best

21.8%Best

10.6%

14.8%Best

21.4%

1.41

2.06Best

-18.8%

-15.0%Best

Fee

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0.20%

Minimum investment

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$100

Each source uses its own scale

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4(1-5 (Interactive Advisors))

Inception

2023-08-13

2017-12-13

Holdings

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80%

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.

Russell 1000 Energy Index Direct IndexingLiveup 59.9%
S&P 500 ETFup 79.9%

No published history to chart: S&P 500 Buy and Hold (SPY).

Every published figureShow 76 attributes

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

Classification

AI categories (Composer)

buy-and-hold, passive indexing, s&p 500, single-etf, us equities

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Asset classes / instruments

equities

Composition (ETFs / Stocks / Mixed)

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STOCKS

Curated collections (Interactive Advisors)

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Portfolios with the best risk adjusted returns, Sector portfolios, Top performing portfolios

ESG / responsible flag

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Smart beta flag

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Theme keywords (Interactive Advisors)

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Energy, Large-cap, Mid-cap

Market-relative

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

-0.00

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Benchmark (methodology text)

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Passive strategy advocates: Ideal for those who prefer a hands-off, index-tracking approach over active stock selection, letting a recognized benchmark guide all investment decisions.

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

1.00

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

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Returns

Annualized return since inception (Lighthorse, daily, live)

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11.11%

Backtest length

8,481

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Out-of-sample length

881

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Return since inception (annualized) (live account)

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10.60%

Return since inception (cumulative) (live account)

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142.50%

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

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-0.19%

Return, backtest period (annualized) (backtest)

10.88%

—

Return, backtest period (cumulative) (backtest)

3137%

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Return, last 30 days (live account)

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1.30%

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

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59.89%

Return, last 365 days (live account)

—

46.60%

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

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151.10%

Return, last 90 days (live account)

—

17.50%

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

21.81%

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

99.48%

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

0.60%

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

2.37%

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

1.16%

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Return, trailing 1 year (backtest)

17.26%

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

17.26%

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

0.94%

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

3.83%

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Return, year to date (live account)

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44.90%

SPY annualized return over the backtest window (backtest)

10.88%

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Backtest

Backtest final value (from $10,000)

$324k

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Backtest regulatory fees

—

Backtest slippage cost

—

Risk metrics

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

—

0.97

Calmar ratio, backtest period (backtest)

0.20

—

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

1.16

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Maximum drawdown since inception (Lighthorse, daily, live)

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-67.45%

Maximum drawdown, backtest period (backtest)

-55.19%

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

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-15.04%

Maximum drawdown, last 365 days (live account)

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-15.00%

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

-18.76%

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Sharpe ratio since inception (Lighthorse, daily, live)

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0.40

Sharpe ratio, backtest period (backtest)

0.65

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

—

2.09

Sharpe ratio, last 365 days (live account)

—

2.06

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

1.41

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Sortino ratio, backtest period (backtest)

0.92

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

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3.13

Sortino ratio, last 365 days (live account)

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3.12

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

2.13

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Standard deviation, backtest period (backtest)

18.55%

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

14.77%

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

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-5.00%

Volatility since inception (Lighthorse, daily, live)

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29.64%

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

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20.99%

Volatility, last 365 days (live account)

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21.40%

Quality

Community review status

ACTIVE

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Holdings

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

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Trading activity

Daily win rate, backtest period (backtest)

53.43%

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

56.30%

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Construction

Logic complexity (node count)

—

Rebalance corridor width

10.00%

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Rebalance frequency

none

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Rebalancing (methodology text)

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rebalance and annual

Cost & access

Management / advisory fee

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0.20%

Minimum investment

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$100

Disclosure

Metrics calculated through

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2026-10-09

Popularity

Remixes (copies)

—

Watchers

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Risk score

Risk label (Interactive Advisors)

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Aggressive

Risk score 1-5 (Interactive Advisors)

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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