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YieldMax AAPL/TSLA Income ETFs with Tech Dip Buys vs Weekly Momentum Allocator: ETFs, Blue Chips and Growth

Every published figureShow 42 attributes

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

Classification

AI categories (Composer)

daily rebalancing, leveraged & inverse etfs, momentum/mean-reversion, options income, risk management, tactical allocation, tech-focused, volatility targeting

ballast (cash/dividends/gold/tips/energy), blue chips, growth/ai tilt, multi-asset rotation, recent-winner selection, weekly rebalance

Asset classes / instruments

equities

Market-relative

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

0.11

—

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

1.39

—

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

0.41

—

Trading activity

Annualized turnover, backtest period (backtest)

61.60

—

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

59.00

—

Daily win rate, backtest period (backtest)

57.16%

—

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

55.85%

—

Backtest

Backtest final value (from $10,000)

$38k

—

Backtest regulatory fees

$142

—

Backtest slippage cost

$984

—

Returns

Backtest length

810

—

Out-of-sample length

709

—

Return, backtest period (annualized) (backtest)

51.83%

—

Return, backtest period (cumulative) (backtest)

283.37%

—

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

31.43%

103.09%

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

115.99%

4.90%

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

0.49%

—

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

4.99%

-4.41%

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

0.23%

—

Return, trailing 1 year (backtest)

25.56%

—

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

25.57%

0.00%

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

0.91%

—

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

39.74%

0.00%

SPY annualized return over the backtest window (backtest)

19.62%

—

Risk metrics

Calmar ratio, backtest period (backtest)

1.53

—

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

0.93

64.30

Maximum drawdown, backtest period (backtest)

-33.92%

—

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

-33.92%

-1.60%

Sharpe ratio, backtest period (backtest)

1.08

—

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

0.78

6.66

Sortino ratio, backtest period (backtest)

1.71

—

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

1.22

—

Standard deviation, backtest period (backtest)

50.13%

—

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

51.70%

11.42%

Quality

Community review status

ACTIVE

—

Holdings

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

0.88

—

Construction

Logic complexity (node count)

1,277

—

Rebalance frequency

daily

weekly

Popularity

Remixes (copies)

—

Watchers

—

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