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 · 493 S&P 500 stocks

US Equity (S&P 500)

Best Return
680.0%
Best Sharpe
4.38
Lowest Volatility
10.3%
Avg Sharpe
2.95
Performance by Category
Risk-Return Profile (Volatility vs Return)
Category:
Sort by:
StrategyCategoryRebalanceHoldingsReturn %Volatility %SharpeMax DD %
All Weather PortfolioDefensivequarterly20171.1%23.4%4.38-7.2%
Quality Composite ScoreQualityquarterly15201.1%27.1%4.20-8.2%
High Sharpe Ratio Top 10Qualityquarterly10135.8%21.4%4.10-6.9%
3-Month Momentum Top 15Momentummonthly15243.2%32.0%4.02-12.7%
Above SMA50 + MomentumTrendmonthly15243.2%32.0%4.02-12.7%
Golden Cross PortfolioTrendmonthly15243.2%32.0%4.02-12.7%
High Volume + MomentumVolumemonthly15243.2%32.0%4.02-12.7%
Equal Weight Top 30 MomentumEqual Weightquarterly30181.4%29.2%3.70-10.2%
6-Month Momentum Top 20Momentumquarterly20233.9%34.5%3.68-12.8%
Above SMA200 Top 20Trendmonthly20233.9%34.5%3.68-12.8%
Sector Rotation MomentumRotationmonthly20233.9%34.5%3.68-12.8%
Aggressive Momentum Top 5Aggressiveweekly5356.9%44.6%3.64-18.8%
Momentum + QualityMulti-Factormonthly15270.8%38.2%3.63-12.1%
12-Month Momentum Top 10Momentumquarterly10420.2%49.7%3.58-16.2%
Quality + ValueMulti-Factorquarterly15148.7%26.4%3.58-9.1%
High Conviction Top 3Aggressivemonthly3680.0%64.6%3.51-23.4%
Momentum + Low VolatilityMulti-Factormonthly1541.5%13.0%2.73-6.2%
Risk Parity by VolatilityRisk Paritymonthly2031.8%10.9%2.58-5.7%
Risk Parity by DrawdownRisk Parityquarterly2043.1%14.7%2.51-7.6%
Equal Weight Low Vol 25Equal Weightquarterly2528.6%10.3%2.50-4.7%
Low Volatility 60D Top 20Low Volatilityquarterly2028.4%10.3%2.47-4.8%
Low Drawdown Top 15Qualityquarterly1541.2%15.0%2.38-8.3%
Low Volatility 20D Top 15Low Volatilitymonthly1529.3%11.4%2.32-6.9%
Low Vol + High MomentumLow Volatilitymonthly1523.6%10.9%1.99-5.1%
Defensive Low BetaDefensivequarterly1523.6%10.9%1.99-5.1%
1-Month Momentum Top 10Momentummonthly1052.6%23.6%1.91-13.3%
Monthly Rebalance Top 10Rotationmonthly1052.6%23.6%1.91-13.3%
Max Drawdown RecoveryMean Reversionmonthly1014.0%18.6%0.80-23.1%
Oversold RSI Top 10Mean Reversionweekly108.1%14.3%0.61-9.9%
Volume BreakoutVolumemonthly154.4%15.1%0.36-9.5%

Stock Factor Analysis

Risk vs Momentum (bubble size = Sharpe ratio)
Top 20 by 6M Momentum
TickerPrice1M %3M %6M %Vol %SharpeRSI
DELL$411.80-2.4%138.5%224.6%99.4%1.1854
MU$984.75-1.1%160.7%212.4%105.3%1.8150
INTC$122.209.3%140.6%210.3%97.2%1.2749
WDC$577.460.4%89.9%207.9%82.8%2.1751
STX$868.26-6.2%91.7%202.7%72.5%2.2145
MRNA$81.8058.6%67.7%165.1%70.1%0.0887
AMD$552.055.5%150.7%147.0%84.2%1.2356
AMAT$592.7918.2%68.3%121.0%73.2%1.1352
GLW$194.80-1.5%33.2%115.6%95.3%1.7854
FTNT$162.358.5%97.3%108.5%56.9%1.3669
DVA$235.7122.7%57.0%105.8%53.7%0.9190
PANW$357.5328.0%120.8%99.3%52.0%1.1886
DDOG$255.374.8%119.2%90.9%84.6%0.8668
LRCX$350.204.2%58.8%89.6%74.0%1.3547
KLAC$233.319.5%51.7%83.5%80.2%1.2245
TER$379.52-6.7%20.4%83.0%95.9%1.0347
GNRC$257.81-7.3%31.9%82.7%65.2%0.8649
HPE$43.15-19.4%76.1%80.2%72.6%1.0535
CRWD$199.3810.9%100.1%75.8%53.1%0.9983
TXN$303.50-0.6%53.0%73.0%62.6%0.7751

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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