Side-by-side comparison

Compare investment strategies

SCHD/SPY Moving Average Combo with Defensive Rotation vs Premium Income Stocks with Options

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

14.7%

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17.9%

—

14.3%

—

1.22Best

0.97

-12.7%Best

-20.7%

Inception

2023-08-13

2026-03-14

Holdings

—

60%

67%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.

Premium Income Stocks with OptionsHypoup 18.7%
S&P 500 ETFup 17.7%

No published history to chart: SCHD/SPY Moving Average Combo with Defensive Rotation.

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)

defensive, gold, leveraged etfs, risk-on/risk-off, sectors, tactical allocation, trend-following, u.s. equities

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Asset classes / instruments

equities

stocks, options

Leaderboard views (Collective2)

—

new_highs

Market-relative

Alpha vs S&P 500, strategy life (hypothetical model account)

—

0.09

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

0.05

—

Beta vs S&P 500, strategy life (hypothetical model account)

—

-0.05

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

0.67

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

0.70

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Correlation to S&P 500, strategy life (hypothetical model account)

—

-0.03

Trading activity

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

15.57

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Average leverage

—

1.61

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

53.73%

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Maximum daily leverage

—

4.35

Number of trades

—

Percent of trades profitable

—

86.49%

Profit factor

—

2.30

Risk metrics

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

1.41

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

-12.71%

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Maximum drawdown, strategy life (hypothetical model account)

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-20.68%

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

1.22

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Sharpe ratio, strategy life (hypothetical model account)

—

0.97

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

2.03

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Sortino ratio, strategy life (hypothetical model account)

—

1.45

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

14.27%

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Quality

Community review status

ACTIVE

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Holdings

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

0.26

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Construction

Logic complexity (node count)

—

Rebalance corridor width

5.00%

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Rebalance frequency

none

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Returns

Out-of-sample length

804

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

17.88%

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

69.15%

—

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

-0.06%

—

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

0.78%

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

1.00%

—

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

14.65%

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

1.14%

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

1.95%

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Popularity

Remixes (copies)

—

Watchers

—

Identity

Strategy age

—

220

Cost & access

Subscription price per month

—

$79

Suggested minimum capital

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$35k

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