Side-by-side comparison

Compare investment strategies

Short-Term Tactical ETF Rotation Portfolio vs 50/50 Hedged Rotation and TQQQ Dip-Buy vs AI Alpha Stocks with Gold Hedge

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.

172.4%Best

86.4%

—

140.8%Best

3.6%

61.9%

76.5%

0.2%Best

—

1.50

18.06Best

2.52

-77.9%

-0.0%Best

-14.4%

Minimum investment

$100

—

Each source uses its own scale

5(1-5 risk tolerance (AInvest))

—

1(Heart Attack Index (Collective2))

Inception

—

2025-11-24

Holdings

—

90%Best

40%

67%

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.

Short-Term Tactical ETF Rotation PortfolioBacktestup 119.0%
AI Alpha Stocks with Gold HedgeHypoup 56.4%
S&P 500 ETFup 13.8%

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

alternatives, equities

equities

stocks

Investment purpose (AInvest)

active-trading-tactical-allocation

—

Leaderboard views (Collective2)

—

tos

Section on AInvest's ETF portfolio page

Popular

—

Tags (AInvest)

aime select, growth

—

Scores

AInvest cost score (0-100)

—

AInvest diversification score (0-100)

—

AInvest momentum score (0-100)

—

AInvest overall score (0-100)

—

AInvest return score (0-100)

—

AInvest risk score (0-100)

—

Market-relative

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

—

0.12

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

—

0.63

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

—

0.43

Returns

Annual return compounded, strategy life (hypothetical model account)

—

61.90%

Best and worst calendar year (AInvest)

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

—

Return, 1 month (hypothetical model account)

—

0.20%

Return, 3 months (hypothetical model account)

—

6.62%

Return, 6 months (hypothetical model account)

—

24.57%

Return, backtest period (annualized) (backtest)

138.59%

—

Return, last 30 days (backtest)

42.37%

—

Return, last 365 days (backtest)

172.40%

—

Return, last 90 days (backtest)

39.30%

—

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)

140.81%

—

Return, whole backtest (cumulative) (backtest)

91k%

—

Return, year to date (backtest)

99.39%

—

Trading activity

Average leverage

—

1.36

Average position time

—

70,899

Maximum daily leverage

—

2.46

Number of trades

—

293

Percent of trades profitable

—

48.97%

Profit factor

—

2.60

Win:loss ratio

—

2.60

Risk metrics

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

—

331.36

—

Maximum drawdown period (AInvest)

peak: 2019-12 · months: 3 · trough: 2020-03

—

Maximum drawdown, backtest period (backtest)

-70.48%

—

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

—

-0.01%

—

Maximum drawdown, strategy life (hypothetical model account)

—

-14.40%

Maximum drawdown, whole backtest (backtest)

-77.89%

—

Sharpe ratio, backtest period (backtest)

1.74

—

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

—

18.06

—

Sharpe ratio, strategy life (hypothetical model account)

—

2.52

Sharpe ratio, whole backtest (backtest)

1.50

—

Sortino ratio, strategy life (hypothetical model account)

—

3.81

Sortino ratio, whole backtest (backtest)

2.24

—

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

—

0.20%

—

Volatility, whole backtest (backtest)

76.54%

—

Risk score

Heart Attack Index (Collective2)

—

Risk tolerance (AInvest)

aggressive

—

Risk tolerance 1-5 (AInvest)

—

Cost & access

Minimum investment

$100

—

Subscription price per month

—

$99

Suggested minimum capital

—

$5,000

Construction

Rebalance corridor width

—

9.00%

—

Rebalance frequency

daily

none

—

Identity

Strategy age

—

322

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