Side-by-side comparison

Compare investment strategies

Value and Growth Themes in AI, Nuclear and Healthcare 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 (OOS, Hypo). 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%

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31.4%

42.9%Best

27.5%

—

1.13Best

1.06

-26.7%Best

-34.8%

Each source uses its own scale

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18(Heart Attack Index (Collective2))

Inception

2025-01-13

2024-06-02

Holdings

—

60%

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.

Solid Companies Quality Stock PortfolioHypoup 135.2%
S&P 500 ETFup 45.7%

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

Every published figureShow 73 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

stocks

Leaderboard views (Collective2)

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ira_account, popular

Market-relative

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

—

0.06

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

0.06

—

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

—

0.85

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

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0.43

Returns

Annual return compounded, strategy life (hypothetical model account)

—

42.90%

Annualized return since inception (Lighthorse, daily, hypothetical)

—

44.07%

Backtest length

2,522

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Out-of-sample length

443

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Return, 1 month (hypothetical model account)

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0.53%

Return, 3 months (hypothetical model account)

—

5.72%

Return, 6 months (hypothetical model account)

—

9.70%

Return, backtest period (annualized) (backtest)

39.51%

—

Return, backtest period (cumulative) (backtest)

2704%

—

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

—

10.73%

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%

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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%

—

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

-1.06%

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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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Average leverage

—

0.74

Average position time

—

196,243

Daily win rate, backtest period (backtest)

55.75%

—

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

55.08%

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Maximum daily leverage

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1.41

Number of trades

—

336

Percent of trades profitable

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57.23%

Profit factor

—

2.77

Win:loss ratio

—

2.77

Backtest

Backtest final value (from $10,000)

$280k

—

Backtest regulatory fees

—

Backtest slippage cost

$24

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Risk metrics

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, hypothetical)

—

-31.83%

Maximum drawdown, backtest period (backtest)

-29.43%

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

—

-31.70%

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

-26.71%

—

Maximum drawdown, strategy life (hypothetical model account)

—

-34.80%

Sharpe ratio since inception (Lighthorse, daily, hypothetical)

—

1.02

Sharpe ratio, backtest period (backtest)

1.51

—

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

—

0.36

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

1.13

—

Sharpe ratio, strategy life (hypothetical model account)

—

1.06

Sortino ratio, backtest period (backtest)

2.24

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

—

0.51

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

1.55

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Sortino ratio, strategy life (hypothetical model account)

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1.49

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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Volatility since inception (Lighthorse, daily, hypothetical)

—

37.31%

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

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43.84%

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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Risk score

Heart Attack Index (Collective2)

—

Construction

Logic complexity (node count)

—

Rebalance frequency

yearly

—

Popularity

Remixes (copies)

—

Watchers

—

Identity

Strategy age

—

862

Cost & access

Subscription price per month

—

$59

Suggested minimum capital

—

$15k

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