Portfolio Performance

Systematic portfolio construction for US equities. Compare strategy performance, risk-adjusted returns, and factor-based allocations. US equity results use S&P 500 stocks with multiple construction rules.

Methodology

30 systematic portfolio strategies are constructed using S&P 500 stocks. Factor signals include momentum (1M, 3M, 6M, 12M), volatility, quality (Sharpe ratio), trend (SMA), and volume metrics. Each strategy selects and weights stocks based on its factor rules, then rebalances weekly, monthly, or quarterly.

Backtests use daily price data. Transaction costs are not modeled. Equity curves show portfolio value normalized to 100 at the start of the backtest period.

Click any strategy row to open its dedicated page with holdings, weights, and equity curve.

30 US equity strategies · 491 S&P 500 stocks

US Equity (S&P 500)

Best Return
455.9%
Best Sharpe
4.81
Lowest Volatility
10.5%
Avg Sharpe
2.85
Performance by Category
Risk-Return Profile (Volatility vs Return)
Category:
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StrategyCategoryRebalanceHoldingsReturn %Volatility %SharpeMax DD %
All Weather PortfolioDefensivequarterly20121.9%16.9%4.81-5.8%
Quality Composite ScoreQualityquarterly15141.0%21.2%4.27-6.5%
Risk Parity by DrawdownRisk Parityquarterly2054.7%10.6%4.18-3.8%
Low Drawdown Top 15Qualityquarterly1556.9%11.1%4.11-4.1%
Momentum + Low VolatilityMulti-Factormonthly1557.3%11.7%3.94-5.9%
6-Month Momentum Top 20Momentumquarterly20188.3%29.2%3.78-11.1%
Above SMA200 Top 20Trendmonthly20188.3%29.2%3.78-11.1%
Sector Rotation MomentumRotationmonthly20188.3%29.2%3.78-11.1%
High Sharpe Ratio Top 10Qualityquarterly10157.1%26.5%3.70-9.9%
3-Month Momentum Top 15Momentummonthly15151.1%26.1%3.66-12.0%
High Volume + MomentumVolumemonthly15151.1%26.1%3.66-12.0%
Momentum + QualityMulti-Factormonthly15213.9%32.8%3.66-12.9%
Equal Weight Top 30 MomentumEqual Weightquarterly30158.8%27.1%3.65-9.7%
High Conviction Top 3Aggressivemonthly3455.9%55.3%3.39-22.6%
12-Month Momentum Top 10Momentumquarterly10344.0%51.5%3.16-25.4%
Quality + ValueMulti-Factorquarterly15127.7%28.0%3.09-10.4%
Above SMA50 + MomentumTrendmonthly1593.8%22.5%3.06-12.6%
Golden Cross PortfolioTrendmonthly1593.8%22.5%3.06-12.6%
Low Volatility 20D Top 15Low Volatilitymonthly1531.0%11.1%2.49-5.9%
Risk Parity by VolatilityRisk Paritymonthly2029.2%10.5%2.49-5.8%
Aggressive Momentum Top 5Aggressiveweekly5117.5%34.8%2.41-29.0%
Low Volatility 60D Top 20Low Volatilityquarterly2027.1%10.5%2.33-4.9%
Equal Weight Low Vol 25Equal Weightquarterly2525.9%10.9%2.17-4.8%
Low Vol + High MomentumLow Volatilitymonthly1520.4%11.3%1.70-5.0%
Defensive Low BetaDefensivequarterly1520.4%11.3%1.70-5.0%
1-Month Momentum Top 10Momentummonthly1027.6%20.9%1.27-14.6%
Monthly Rebalance Top 10Rotationmonthly1027.6%20.9%1.27-14.6%
Oversold RSI Top 10Mean Reversionweekly1017.1%16.6%1.04-10.6%
Volume BreakoutVolumemonthly155.4%13.8%0.45-11.0%
Max Drawdown RecoveryMean Reversionmonthly10-18.3%25.5%-0.67-37.0%

Stock Factor Analysis

Risk vs Momentum (bubble size = Sharpe ratio)
Top 20 by 6M Momentum
TickerPrice1M %3M %6M %Vol %SharpeRSI
DELL$396.34-5.5%102.3%233.7%101.1%1.2749
MU$848.95-18.6%86.6%152.3%108.3%1.7724
STX$787.66-26.1%43.9%146.5%79.0%2.0941
DVA$236.9712.5%60.2%123.9%53.2%0.9375
AMD$495.76-3.3%78.1%117.5%87.3%1.2546
WDC$477.22-33.0%28.1%115.0%90.0%2.0838
DDOG$258.6914.1%104.3%114.0%82.1%0.9861
FTNT$161.6112.1%97.5%111.8%57.1%1.3859
HPE$45.82-4.9%73.8%110.7%76.2%1.1155
INTC$95.04-21.5%38.7%96.7%101.5%1.0627
PANW$358.6827.1%113.7%91.1%54.2%1.2267
CRWD$203.0818.9%91.6%78.5%55.9%1.1367
MPC$312.6027.8%46.8%77.6%35.3%1.1787
VLO$309.6529.1%39.1%69.6%39.2%1.2776
AMAT$529.66-10.7%33.6%66.4%77.4%1.1439
GLW$154.61-11.9%-5.8%65.9%99.6%1.4929
GEV$1057.840.9%5.5%64.9%59.3%2.0451
MRNA$61.820.0%15.1%57.1%77.6%-0.1544
TRGP$282.918.5%20.7%57.1%29.9%1.3859
NTAP$163.886.2%57.3%52.4%65.3%0.5760

Model Optimization

Compare skfolio allocators — Max Sharpe, Min Variance, Risk Parity, HRP, and more — on US equities and global indices with equity curves, drawdowns, and portfolio weights.

Open model optimization page →
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