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.

30 US equity strategies · 36 S&P 500 stocks

US data: Sunday, Mar 15, 2026

US Equity (S&P 500)

Methodology: 30 systematic portfolio strategies using S&P 500 stocks. Factor analysis includes momentum (1M, 3M, 6M, 12M), volatility, quality (Sharpe ratio), trend (SMA), and volume metrics. Portfolios rebalance weekly, monthly, or quarterly based on strategy.

Best Return
63.1%
Best Sharpe
3.22
Lowest Volatility
12.9%
Avg Sharpe
1.70
Performance by Category
Risk-Return Profile (Volatility vs Return)
Category:
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StrategyCategoryRebalanceHoldingsReturn %Volatility %SharpeMax DD %
High Conviction Top 3Aggressivemonthly363.1%15.6%3.22-11.7%
High Sharpe Ratio Top 10Qualityquarterly1043.5%14.6%2.55-9.8%
12-Month Momentum Top 10Momentumquarterly1061.7%20.8%2.41-15.0%
Quality Composite ScoreQualityquarterly1547.7%17.1%2.37-13.1%
Above SMA200 Top 20Trendmonthly1836.8%15.1%2.15-12.3%
Low Vol + High MomentumLow Volatilitymonthly1535.3%14.6%2.14-12.3%
Defensive Low BetaDefensivequarterly1535.3%14.6%2.14-12.3%
All Weather PortfolioDefensivequarterly2038.6%16.1%2.11-13.0%
Risk Parity by DrawdownRisk Parityquarterly2033.8%14.4%2.09-11.6%
3-Month Momentum Top 15Momentummonthly1532.1%14.3%2.02-10.6%
Low Drawdown Top 15Qualityquarterly1530.4%13.6%2.02-10.4%
High Volume + MomentumVolumemonthly1532.1%14.3%2.02-10.6%
6-Month Momentum Top 20Momentumquarterly2035.0%15.8%1.98-12.5%
Sector Rotation MomentumRotationmonthly2035.0%15.8%1.98-12.5%
Golden Cross PortfolioTrendmonthly1228.0%13.7%1.88-10.3%
Above SMA50 + MomentumTrendmonthly1326.5%13.5%1.81-10.0%
Momentum + Low VolatilityMulti-Factormonthly1524.6%13.6%1.68-11.0%
Quality + ValueMulti-Factorquarterly1535.6%21.2%1.54-15.8%
Aggressive Momentum Top 5Aggressiveweekly528.0%17.4%1.51-12.6%
Equal Weight Top 30 MomentumEqual Weightquarterly3023.0%15.3%1.43-11.8%
Momentum + QualityMulti-Factormonthly1522.4%15.5%1.38-11.7%
Risk Parity by VolatilityRisk Paritymonthly2019.4%13.5%1.38-10.8%
Low Volatility 60D Top 20Low Volatilityquarterly2019.6%13.8%1.36-11.1%
Low Volatility 20D Top 15Low Volatilitymonthly1516.9%12.9%1.27-10.0%
Equal Weight Low Vol 25Equal Weightquarterly2517.0%13.5%1.23-10.9%
1-Month Momentum Top 10Momentummonthly1013.5%15.0%0.92-10.2%
Monthly Rebalance Top 10Rotationmonthly1013.5%15.0%0.92-10.2%
Oversold RSI Top 10Mean Reversionweekly1013.6%15.8%0.89-11.5%
Volume BreakoutVolumemonthly1511.3%16.1%0.74-12.7%
Max Drawdown RecoveryMean Reversionmonthly3-7.3%26.4%-0.15-28.6%
Stock Factor Analysis (Top 20 by 6M Momentum)
TickerPrice1M %3M %6M %Vol %SharpeRSI
INTC$45.77-1.5%15.8%90.1%73.6%0.3755
MRK$115.61-3.0%17.8%42.2%24.4%0.1630
XOM$156.124.1%31.5%41.3%27.1%1.0261
JNJ$241.52-0.7%15.6%37.2%16.3%1.4344
LLY$985.08-5.0%-2.2%30.8%39.7%0.5632
CVX$196.829.0%31.9%27.9%24.2%0.8371
GOOGL$302.28-2.1%-3.2%25.7%21.9%1.4339
WMT$126.52-5.3%9.7%22.5%25.3%1.7652
VZ$51.383.9%30.0%20.9%29.9%0.9965
CSCO$78.334.4%-0.7%19.1%34.7%1.2152
KO$77.34-1.4%12.7%17.9%16.4%1.0432
PFE$26.58-3.2%4.7%15.2%22.2%0.2744
PEP$159.88-3.5%8.2%13.5%21.8%0.2033
AAPL$250.12-4.4%-10.0%7.1%23.8%0.8130
ABBV$219.68-3.4%-1.1%2.2%25.6%0.6436
NVDA$180.25-3.6%-0.4%1.4%35.7%0.9839
CMCSA$30.16-5.2%18.0%-0.5%25.6%-0.2935
BRK-B$490.03-2.0%-1.2%-0.8%17.7%0.6347
TSLA$391.20-6.2%-12.5%-1.2%35.4%1.0245
PG$150.65-6.6%7.8%-3.2%20.2%0.0424