Side-by-side comparison

Compare investment strategies

Roth Innovation Tilt vs 50/50 Hedged Rotation and TQQQ Dip-Buy vs NQ Alpha Engine Nasdaq Futures

At a glance

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

These strategies report performance on different (Backtest, 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.

15.9%

86.4%Best

—

18.3%

3.6%

112.0%Best

22.2%

0.2%Best

—

0.75

18.06Best

2.87

-41.9%

-0.0%Best

-13.5%

Minimum investment

$100

—

Each source uses its own scale

5(1-5 risk tolerance (AInvest))

—

2(Heart Attack Index (Collective2))

Inception

—

2026-03-09

Holdings

—

90%Best

40%

56%

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.

Roth Innovation TiltBacktestup 10.4%
NQ Alpha Engine Nasdaq FuturesHypoup 93.1%
S&P 500 ETFup 15.2%

No published history to chart: 50/50 Hedged Rotation and TQQQ Dip-Buy.

Every published figureShow 62 attributes

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

Classification

AI categories (Composer)

—

leveraged etfs, macro regime, mean-reversion, sector rotation, tactical allocation, trend-following, volatility hedging

—

Asset classes / instruments

equities, fixed income

equities

futures

Investment purpose (AInvest)

retirement-planning, long-term-wealth-accumulation

—

Leaderboard views (Collective2)

—

tos

Section on AInvest's ETF portfolio page

IRA & Roth IRA

—

Tags (AInvest)

aggressive, retirement

—

Scores

AInvest cost score (0-100)

—

AInvest diversification score (0-100)

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AInvest momentum score (0-100)

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AInvest overall score (0-100)

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AInvest return score (0-100)

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AInvest risk score (0-100)

—

Market-relative

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

—

0.36

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

—

-0.01

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

—

-0.00

Returns

Annual return compounded, strategy life (hypothetical model account)

—

112.00%

Best and worst calendar year (AInvest)

best: [object Object] · worst: [object Object]

—

Return, 1 month (hypothetical model account)

—

0.74%

Return, 3 months (hypothetical model account)

—

4.96%

Return, 6 months (hypothetical model account)

—

36.71%

Return, backtest period (annualized) (backtest)

17.73%

—

Return, last 30 days (backtest)

2.27%

—

Return, last 365 days (backtest)

15.92%

—

Return, last 90 days (backtest)

0.78%

—

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

—

3.62%

—

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

—

2.81%

—

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

—

0.34%

—

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

—

86.44%

—

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

—

0.95%

—

Return, whole backtest (annualized) (backtest)

18.32%

—

Return, whole backtest (cumulative) (backtest)

272.51%

—

Return, year to date (backtest)

19.52%

—

Trading activity

Average leverage

—

3.64

Average position time

—

215

Maximum daily leverage

—

10.82

Number of trades

—

324

Percent of trades profitable

—

58.26%

Profit factor

—

1.62

Win:loss ratio

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1.62

Risk metrics

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

—

331.36

—

Maximum drawdown period (AInvest)

peak: 2020-01 · months: 2 · trough: 2020-03

—

Maximum drawdown, backtest period (backtest)

-28.56%

—

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

—

-0.01%

—

Maximum drawdown, strategy life (hypothetical model account)

—

-13.50%

Maximum drawdown, whole backtest (backtest)

-41.92%

—

Sharpe ratio, backtest period (backtest)

0.62

—

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

—

18.06

—

Sharpe ratio, strategy life (hypothetical model account)

—

2.87

Sharpe ratio, whole backtest (backtest)

0.75

—

Sortino ratio, strategy life (hypothetical model account)

—

7.48

Sortino ratio, whole backtest (backtest)

1.06

—

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

—

0.20%

—

Volatility, whole backtest (backtest)

22.18%

—

Risk score

Heart Attack Index (Collective2)

—

Risk tolerance (AInvest)

aggressive

—

Risk tolerance 1-5 (AInvest)

—

Cost & access

Minimum investment

$100

—

Subscription price per month

—

$20

Suggested minimum capital

—

$25k

Construction

Rebalance corridor width

—

9.00%

—

Rebalance frequency

monthly

none

—

Identity

Strategy age

—

217

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