Side-by-side comparison

Compare investment strategies

Value and Growth Themes in AI, Nuclear and Healthcare 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 (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.

7.2%

29.3%Best

31.4%Best

17.6%

27.5%

22.7%Best

1.13

1.16Best

-26.7%

-11.1%Best

Fee

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0.75%

Minimum investment

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$30k

Each source uses its own scale

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4(1-5 (Interactive Advisors))

Inception

2025-01-13

2011-10-04

Holdings

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60%

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.

Crabtree Science & Technology Long-Only StocksLiveup 93.3%
S&P 500 ETFup 79.9%

No published history to chart: Value and Growth Themes in AI, Nuclear and Healthcare.

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)

ai & semiconductors, concentrated, consumer, equities, healthcare, industrials, multi-theme, nuclear & power grid, utilities, yearly rebalance

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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, 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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Fundamental analysis, Science and technology

Market-relative

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

0.06

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Benchmark (methodology text)

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It seeks to outperform the NYSE Arca Technology 100 Index.

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

1.26

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

0.78

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Returns

Annualized return since inception (Lighthorse, daily, live)

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17.17%

Backtest length

2,522

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Out-of-sample length

443

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Return since inception (annualized) (live account)

—

17.60%

Return since inception (cumulative) (live account)

—

1036%

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

—

21.88%

Return, backtest period (annualized) (backtest)

39.51%

—

Return, backtest period (cumulative) (backtest)

2704%

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Return, last 30 days (live account)

—

2.00%

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

—

25.22%

Return, last 365 days (live account)

—

29.30%

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

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82.70%

Return, last 90 days (live account)

—

0.20%

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

31.35%

—

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

60.65%

—

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

-1.62%

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

1.20%

—

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

-2.20%

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Return, trailing 1 year (backtest)

2.58%

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

7.18%

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

-2.85%

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

-1.06%

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Return, year to date (live account)

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33.40%

SPY annualized return over the backtest window (backtest)

15.31%

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Trading activity

Annualized turnover, backtest period (backtest)

2.20

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

2.53

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Daily win rate, backtest period (backtest)

55.75%

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

55.08%

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Backtest

Backtest final value (from $10,000)

$280k

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Backtest regulatory fees

—

Backtest slippage cost

$24

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Risk metrics

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

—

0.84

Calmar ratio, backtest period (backtest)

1.34

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

1.17

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Maximum drawdown since inception (Lighthorse, daily, live)

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-39.71%

Maximum drawdown, backtest period (backtest)

-29.43%

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

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-11.05%

Maximum drawdown, last 365 days (live account)

—

-11.10%

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

-26.71%

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Sharpe ratio since inception (Lighthorse, daily, live)

—

0.74

Sharpe ratio, backtest period (backtest)

1.51

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

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0.92

Sharpe ratio, last 365 days (live account)

—

1.16

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

1.13

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Sortino ratio, backtest period (backtest)

2.24

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

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1.38

Sortino ratio, last 365 days (live account)

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1.98

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

1.55

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Standard deviation, backtest period (backtest)

24.06%

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

27.49%

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

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-5.30%

Volatility since inception (Lighthorse, daily, live)

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21.62%

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

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22.33%

Volatility, last 365 days (live account)

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22.70%

Quality

Community review status

ACTIVE

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Holdings

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

0.09

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Construction

Logic complexity (node count)

—

Rebalance frequency

yearly

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Rebalancing (methodology text)

—

rebalanced roughly every six months

Cost & access

Management / advisory fee

—

0.75%

Minimum investment

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$30k

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