Side-by-side comparison

Compare investment strategies

Value and Growth Themes in AI, Nuclear and Healthcare vs Quantum Computing Leaders Monthly Custom-Weighted

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, Model). 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%

26.2%Best

31.4%

40.8%Best

27.5%

—

1.13

—

-26.7%Best

-33.2%

Minimum investment

—

$100

Each source uses its own scale

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2.64(Surmount risk score)

Inception

2025-01-13

2024-06-05

Holdings

60%

91%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.

Quantum Computing Leaders Monthly Custom-WeightedModelup 177.9%
S&P 500 ETFup 42.9%

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

What they hold

The latest holdings each source publishes. Simulated holdings come from a backtest; a stated mix is a target from the strategy's documents.

as of 2026-10-19

as of 2026-10-20

Asset mix

Stocks 100%

Stocks 86% · Other 14%

Top 5 holdings

NVDA17.9%
LLY16.3%
POWL10.2%
REGN8.5%
VLGEA6.7%
of 19 positions

MSFT11.6%
IBM10.8%
NVDA10.7%
BABA10.6%
GOOGL10.5%
of 13 positions

Overlap

The share of portfolio weight two strategies hold in common (strategies with published holdings).

	Value and Growth Themes in AI, Nuclear and Healthcare	Quantum Computing Leaders Monthly Custom-Weighted
Value and Growth Themes in AI, Nuclear and Healthcare		11%
Quantum Computing Leaders Monthly Custom-Weighted	11%

Every published figureShow 52 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

equity

Market-relative

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

0.06

—

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

1.26

—

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

0.78

—

Returns

Annual return (Surmount tracking) (model tracking)

—

40.78%

Backtest length

2,522

—

Out-of-sample length

443

—

Return, 1 year (Surmount tracking) (model tracking)

—

26.24%

Return, 3 months (Surmount tracking) (model tracking)

—

9.76%

Return, backtest period (annualized) (backtest)

39.51%

—

Return, backtest period (cumulative) (backtest)

2704%

—

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%

—

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

1.20%

—

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

-2.20%

—

Return, trailing 1 year (backtest)

2.58%

—

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

7.18%

—

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

-2.85%

—

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

-1.06%

—

Return, year to date (Surmount tracking) (model tracking)

—

30.68%

SPY annualized return over the backtest window (backtest)

15.31%

—

Total return (Surmount tracking) (model tracking)

—

449.20%

Trading activity

Annualized turnover, backtest period (backtest)

2.20

—

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

2.53

—

Daily win rate, backtest period (backtest)

55.75%

—

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

55.08%

—

Backtest

Backtest final value (from $10,000)

$280k

—

Backtest regulatory fees

—

Backtest slippage cost

$24

—

Risk metrics

Calmar ratio, backtest period (backtest)

1.34

—

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

1.17

—

Maximum drawdown (Surmount tracking) (model tracking)

—

-33.23%

Maximum drawdown, backtest period (backtest)

-29.43%

—

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

-26.71%

—

Sharpe ratio, backtest period (backtest)

1.51

—

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

1.13

—

Sortino ratio, backtest period (backtest)

2.24

—

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

1.55

—

Standard deviation, backtest period (backtest)

24.06%

—

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

27.49%

—

Quality

Community review status

ACTIVE

—

Holdings

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

0.09

—

Industry weights (Surmount)

—

Technology: 74.0% · Industrials: 5.2% · Consumer Cyclical: 10.4% · Communication Services: 10.4%

Popularity

Investors following (Surmount)

—

Remixes (copies)

—

Watchers

—

Construction

Logic complexity (node count)

—

Rebalance frequency

yearly

—

Cost & access

Minimum investment

—

$100

Risk score

Risk score (Surmount)

—

2.64

Value and Growth Themes in AI, Nuclear and Healthcare

11%

Quantum Computing Leaders Monthly Custom-Weighted

11%

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Overlap

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

Overlap

Do the holdings back the rules?

Costs, access & sources