Side-by-side comparison

Compare investment strategies

Y Combinator Startup Exposure Portfolio vs ERX, Refiners and Gold Miners Inverse-Volatility Mix

At a glance

The headline numbers each source publishes, lined up. Hover a number for its exact definition.

These strategies report performance on different (Model, OOS). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

-10.8%

0.0%Best

36.3%

138.6%Best

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22.9%

—

4.29

-53.9%

-2.7%Best

Minimum investment

$100

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Each source uses its own scale

3.30(Surmount risk score)

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Inception

2025-06-20

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Holdings

—

82%Best

40%

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.

Y Combinator Startup Exposure PortfolioModelup 12.2%
S&P 500 ETFup 28.4%

No published history to chart: ERX, Refiners and Gold Miners Inverse-Volatility Mix.

Every published figureShow 27 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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commodities, energy, gold miners, inverse-vol weighting, leveraged etfs, oil refiners, risk-balanced

Asset classes / instruments

equity

equities

Returns

Annual return (Surmount tracking) (model tracking)

36.30%

—

Annualized return since inception (Lighthorse, daily, model)

9.04%

—

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

-10.76%

—

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

20.87%

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

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138.64%

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

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3.87%

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

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8.12%

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

—

0.00%

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

—

0.00%

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

4.82%

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Total return (Surmount tracking) (model tracking)

158.85%

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Risk metrics

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

—

51.98

Maximum drawdown (Surmount tracking) (model tracking)

-53.90%

—

Maximum drawdown since inception (Lighthorse, daily, model)

-50.69%

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

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-2.67%

Sharpe ratio since inception (Lighthorse, daily, model)

0.32

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

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4.29

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

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22.88%

Volatility since inception (Lighthorse, daily, model)

38.30%

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Holdings

Industry weights (Surmount)

Healthcare: 8.7% · Technology: 63.0% · Consumer Cyclical: 6.6% · Financial Services: 12.4% · Communication Services: 9.3%

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Popularity

Investors following (Surmount)

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Cost & access

Minimum investment

$100

—

Construction

Rebalance corridor width

—

10.00%

Rebalance frequency

—

none

Risk score

Risk score (Surmount)

3.30

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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