Side-by-side comparison

Compare investment strategies

WS Value Investing Stock Strategy 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 (Hypo, Model). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

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26.2%

32.8%

40.8%Best

0.86

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-35.5%

-33.2%Best

Minimum investment

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$100

Each source uses its own scale

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2.64(Surmount risk score)

Inception

2023-04-04

2024-06-05

Holdings

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67%

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.

WS Value Investing Stock StrategyHypoup 77.5%
Quantum Computing Leaders Monthly Custom-WeightedModelup 177.9%
S&P 500 ETFup 42.9%

What they say: stated rules

Each rule is quoted from the strategy's own documents. Tap a ✓ to read the quote. Shared rules come first.

Rules stated

Include screen: Quality / profitability

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Include screen: Quantum computing

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Number of holdings

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Position cap

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Rebalance schedule

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Score / metric threshold: Valuation ratios

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Trading signal: Valuation ratios

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Universe / index

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Weight by score: Financial strength / cash flow

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Weight by score: Growth

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Weighting scheme

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Every published figureShow 36 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)

0.02

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

1.34

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

0.62

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Returns

Annual return (Surmount tracking) (model tracking)

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40.78%

Annual return compounded, strategy life (hypothetical model account)

32.80%

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Annualized return since inception (Lighthorse, daily, hypothetical)

32.65%

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

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26.24%

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

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9.76%

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

12.96%

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

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30.68%

Total return (Surmount tracking) (model tracking)

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449.20%

Classification

Asset classes / instruments

stocks

equity

Leaderboard views (Collective2)

new_highs

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Trading activity

Average leverage

1.60

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Maximum daily leverage

2.93

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Number of trades

232

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Percent of trades profitable

57.33%

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Profit factor

3.10

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Holdings

Industry weights (Surmount)

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

Popularity

Investors following (Surmount)

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Risk metrics

Maximum drawdown (Surmount tracking) (model tracking)

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-33.23%

Maximum drawdown since inception (Lighthorse, daily, hypothetical)

-34.73%

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

-34.73%

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Maximum drawdown, strategy life (hypothetical model account)

-35.55%

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Sharpe ratio since inception (Lighthorse, daily, hypothetical)

0.87

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

0.40

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Sharpe ratio, strategy life (hypothetical model account)

0.86

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

0.64

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Sortino ratio, strategy life (hypothetical model account)

1.37

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Volatility since inception (Lighthorse, daily, hypothetical)

32.75%

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

39.63%

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Cost & access

Minimum investment

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$100

Subscription price per month

$50

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Suggested minimum capital

$100k

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Risk score

Risk score (Surmount)

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2.64

Identity

Strategy age

1,295

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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