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Webull Dynamic Model with Alternatives (BlackRock) vs Defensive/Offensive SPY-QQQ Switch with RSI Sleeve

Every published figureShow 16 attributes

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

Classification

AI categories (Composer)

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bonds, defensive equities, managed futures, risk management, sector rotation, tactical asset allocation, trend following

Asset classes / instruments

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equities

Market-relative

Benchmark (methodology text)

Aims to outperform respective benchmarks over a full market cycle (not named)

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Risk metrics

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

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15.10

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

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-0.75%

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

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3.64

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

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3.10%

Cost & access

Management / advisory fee

0.20%

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Minimum investment

$100

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Construction

Rebalance frequency

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daily

Rebalancing (methodology text)

Annually, quarterly or as determined by BlackRock; 5% drift

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Returns

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

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11.26%

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

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0.81%

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

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0.00%

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

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0.00%

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

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0.00%

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