Side-by-side comparison

Compare investment strategies

US All-Cap Undervalued Concentrated Stocks vs Solid Companies Quality Stock Portfolio

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

-15.5%

—

6.1%

42.9%Best

19.2%

—

-0.98

1.06Best

-14.5%Best

-34.8%

Fee

0.75%

—

Minimum investment

$20k

—

Each source uses its own scale

4(1-5 (Interactive Advisors))

18(Heart Attack Index (Collective2))

Inception

2017-05-19

2024-06-02

64%

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.

US All-Cap Undervalued Concentrated StocksLivedown -4.4%
Solid Companies Quality Stock PortfolioHypoup 135.2%
S&P 500 ETFup 42.9%

Every published figureShow 66 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)

—

0.06

Benchmark (methodology text)

Assigned by IA per portfolio (investable ETF; often S&P 500 ETF); shown optionally

—

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

—

0.85

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

—

0.43

Returns

Annual return compounded, strategy life (hypothetical model account)

—

42.90%

Annualized return since inception (Lighthorse, daily, hypothetical)

—

44.07%

Annualized return since inception (Lighthorse, daily, live)

6.26%

—

Return since inception (annualized) (live account)

6.10%

—

Return since inception (cumulative) (live account)

74.50%

—

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

-24.71%

—

Return, 1 month (hypothetical model account)

—

0.53%

Return, 3 months (hypothetical model account)

—

5.72%

Return, 6 months (hypothetical model account)

—

9.70%

Return, last 30 days (live account)

-6.80%

—

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

—

10.73%

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

-9.18%

—

Return, last 365 days (live account)

-15.50%

—

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

-15.10%

—

Return, last 90 days (live account)

-5.30%

—

Return, year to date (live account)

-8.80%

—

Classification

Asset classes / instruments

—

stocks

Composition (ETFs / Stocks / Mixed)

MIXED

—

ESG / responsible flag

—

Leaderboard views (Collective2)

—

ira_account, popular

Smart beta flag

—

Theme keywords (Interactive Advisors)

Concentrated, Conservative, Macroeconomic view

—

Trading activity

Average leverage

—

0.74

Average position time

—

196,243

Maximum daily leverage

—

1.41

Number of trades

—

336

Percent of trades profitable

—

57.23%

Profit factor

—

2.77

Win:loss ratio

—

2.77

Risk metrics

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

0.61

—

Maximum drawdown since inception (Lighthorse, daily, hypothetical)

—

-31.83%

Maximum drawdown since inception (Lighthorse, daily, live)

-52.11%

—

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

—

-31.70%

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

-14.26%

—

Maximum drawdown, last 365 days (live account)

-14.50%

—

Maximum drawdown, strategy life (hypothetical model account)

—

-34.80%

Sharpe ratio since inception (Lighthorse, daily, hypothetical)

—

1.02

Sharpe ratio since inception (Lighthorse, daily, live)

0.26

—

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

—

0.36

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

-0.62

—

Sharpe ratio, last 365 days (live account)

-0.98

—

Sharpe ratio, strategy life (hypothetical model account)

—

1.06

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

—

0.51

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

-0.85

—

Sortino ratio, last 365 days (live account)

-1.36

—

Sortino ratio, strategy life (hypothetical model account)

—

1.49

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

-4.50%

—

Volatility since inception (Lighthorse, daily, hypothetical)

—

37.31%

Volatility since inception (Lighthorse, daily, live)

25.37%

—

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

—

43.84%

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

18.20%

—

Volatility, last 365 days (live account)

19.20%

—

Risk score

Heart Attack Index (Collective2)

—

Risk label (Interactive Advisors)

Aggressive

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Risk score 1-5 (Interactive Advisors)

—

Cost & access

Management / advisory fee

0.75%

—

Minimum investment

$20k

—

Subscription price per month

—

$59

Suggested minimum capital

—

$15k

Disclosure

Metrics calculated through

2026-10-09

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Construction

Rebalancing (methodology text)

Mirrors manager trades via co-trading; IA may make adjustment trades

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Identity

Strategy age

—

862

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