Side-by-side comparison

Compare investment strategies

Small Cap Value Quantitative US Stocks vs Equal-Weight AI-Native Biotech Stocks

At a glance

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

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

21.7%Best

0.0%

9.0%

172.8%Best

16.2%Best

58.2%

1.17

2.03Best

-9.1%Best

-16.9%

Fee

0.20%

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Minimum investment

$100

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Each source uses its own scale

3(1-5 (Interactive Advisors))

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Inception

2016-12-22

2026-06-22

Holdings

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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.

Small Cap Value Quantitative US StocksLiveup 66.6%
S&P 500 ETFup 79.9%

No published history to chart: Equal-Weight AI-Native Biotech Stocks.

Every published figureShow 77 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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ai-driven drug discovery, biotech, concentrated, equal-weight, life sciences software, no scheduled rebalancing, small/mid-cap

Asset classes / instruments

equities

Composition (ETFs / Stocks / Mixed)

STOCKS

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Curated collections (Interactive Advisors)

Portfolios with the best risk adjusted returns, Undervalued companies

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ESG / responsible flag

—

Smart beta flag

Yes

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Theme keywords (Interactive Advisors)

Small-cap, Value driven

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Market-relative

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

—

0.50

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

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2.33

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

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0.44

Returns

Annualized return since inception (Lighthorse, daily, live)

8.94%

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Backtest length

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1,317

Out-of-sample length

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Return since inception (annualized) (live account)

9.00%

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Return since inception (cumulative) (live account)

131.90%

—

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

6.54%

—

Return, backtest period (annualized) (backtest)

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-10.14%

Return, backtest period (cumulative) (backtest)

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-42.83%

Return, last 30 days (live account)

-3.50%

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

24.57%

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Return, last 365 days (live account)

21.70%

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

50.90%

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Return, last 90 days (live account)

-0.80%

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

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172.80%

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

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36.43%

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

—

-9.04%

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

—

28.70%

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

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-7.67%

Return, trailing 1 year (backtest)

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20.58%

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

—

0.00%

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

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-21.10%

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

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16.87%

Return, year to date (live account)

17.90%

—

SPY annualized return over the backtest window (backtest)

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12.97%

Trading activity

Annualized turnover, backtest period (backtest)

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3.82

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

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3.28

Daily win rate, backtest period (backtest)

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48.06%

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

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48.19%

Backtest

Backtest final value (from $10,000)

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$5,717

Backtest regulatory fees

—

Backtest slippage cost

—

Risk metrics

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

0.81

—

Calmar ratio, backtest period (backtest)

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-0.12

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

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10.24

Maximum drawdown since inception (Lighthorse, daily, live)

-46.80%

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Maximum drawdown, backtest period (backtest)

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-84.35%

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

-9.07%

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Maximum drawdown, last 365 days (live account)

-9.10%

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

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-16.88%

Sharpe ratio since inception (Lighthorse, daily, live)

0.36

—

Sharpe ratio, backtest period (backtest)

—

0.09

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

1.20

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Sharpe ratio, last 365 days (live account)

1.17

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

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2.03

Sortino ratio, backtest period (backtest)

—

0.13

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

1.90

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Sortino ratio, last 365 days (live account)

—

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

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2.02

Standard deviation, backtest period (backtest)

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56.27%

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

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58.20%

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

-3.80%

—

Volatility since inception (Lighthorse, daily, live)

23.58%

—

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

15.57%

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Volatility, last 365 days (live account)

16.20%

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Quality

Community review status

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ACTIVE

Holdings

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

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0.15

Construction

Logic complexity (node count)

—

Rebalance corridor width

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12.00%

Rebalance frequency

—

none

Rebalancing (methodology text)

Quarterly

—

Cost & access

Management / advisory fee

0.20%

—

Minimum investment

$100

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Disclosure

Metrics calculated through

2026-10-09

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Popularity

Remixes (copies)

—

Watchers

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Risk score

Risk label (Interactive Advisors)

Growth plus

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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