Side-by-side comparison

Compare investment strategies

UnicornIndex Tech Intrinsic Value Trading vs Crabtree Science & Technology Long-Only 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 (Hypo, Live). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

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29.3%

41.0%Best

17.6%

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22.7%

0.75

1.16Best

-77.8%

-11.1%Best

Fee

—

0.75%

Minimum investment

—

$30k

Each source uses its own scale

53(Heart Attack Index (Collective2))

4(1-5 (Interactive Advisors))

Inception

2020-06-16

2011-10-04

56%

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.

UnicornIndex Tech Intrinsic Value TradingHypoup 240.6%
Crabtree Science & Technology Long-Only StocksLiveup 93.3%
S&P 500 ETFup 79.9%

Every published figureShow 69 attributes

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

Market-relative

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

0.07

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Benchmark (methodology text)

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It seeks to outperform the NYSE Arca Technology 100 Index.

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

1.50

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

0.49

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Returns

Annual return compounded, strategy life (hypothetical model account)

41.00%

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Annualized return since inception (Lighthorse, daily, hypothetical)

41.09%

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Annualized return since inception (Lighthorse, daily, live)

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17.17%

Return since inception (annualized) (live account)

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17.60%

Return since inception (cumulative) (live account)

—

1036%

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

—

21.88%

Return, 1 month (hypothetical model account)

3.41%

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Return, 3 months (hypothetical model account)

15.08%

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Return, 6 months (hypothetical model account)

35.34%

—

Return, last 30 days (live account)

—

2.00%

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

17.85%

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

—

25.22%

Return, last 365 days (live account)

—

29.30%

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

—

82.70%

Return, last 90 days (live account)

—

0.20%

Return, year to date (live account)

—

33.40%

Classification

Asset classes / instruments

stocks

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, Top performing portfolios

ESG / responsible flag

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Leaderboard views (Collective2)

old_timers, popular

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Smart beta flag

—

Style chips (Collective2)

Event-driven, Sector: Technology

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Theme keywords (Interactive Advisors)

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Fundamental analysis, Science and technology

Trading activity

Average leverage

2.23

—

Average position time

10,144

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Maximum daily leverage

10.20

—

Number of trades

4,990

—

Percent of trades profitable

78.67%

—

Profit factor

1.79

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Win:loss ratio

1.79

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Risk metrics

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

—

0.84

Calmar ratio, strategy life (hypothetical model account)

0.65

—

Maximum drawdown since inception (Lighthorse, daily, hypothetical)

-72.48%

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Maximum drawdown since inception (Lighthorse, daily, live)

—

-39.71%

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

-34.29%

—

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

—

-11.05%

Maximum drawdown, last 365 days (live account)

—

-11.10%

Maximum drawdown, strategy life (hypothetical model account)

-77.80%

—

Sharpe ratio since inception (Lighthorse, daily, hypothetical)

0.80

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Sharpe ratio since inception (Lighthorse, daily, live)

—

0.74

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

0.50

—

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

—

0.92

Sharpe ratio, last 365 days (live account)

—

1.16

Sharpe ratio, strategy life (hypothetical model account)

0.75

—

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

0.72

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

—

1.38

Sortino ratio, last 365 days (live account)

—

1.98

Sortino ratio, strategy life (hypothetical model account)

1.16

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

—

-5.30%

Volatility since inception (Lighthorse, daily, hypothetical)

59.68%

—

Volatility since inception (Lighthorse, daily, live)

—

21.62%

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

42.75%

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

—

22.33%

Volatility, last 365 days (live account)

—

22.70%

Risk score

Heart Attack Index (Collective2)

—

Risk label (Interactive Advisors)

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Aggressive

Risk score 1-5 (Interactive Advisors)

—

Cost & access

Management / advisory fee

—

0.75%

Minimum investment

—

$30k

Subscription price per month

$139

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Suggested minimum capital

$440k

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Disclosure

Metrics calculated through

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2026-10-09

Construction

Rebalancing (methodology text)

—

rebalanced roughly every six months

Identity

Strategy age

2,309

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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