Investor Strategy Backtests

Strategies built on Insiderset data by comparing against the S&P 500

Investor Backtest Start Date 1D 30D Annualized Return* Max Drawdown Beta Alpha Sharpe Follow
Greenlight Capital May 13, 2026 +1.41% -15.39% +684.36%* -21.73% 1.12 2.73 2.313 Follow
Engaged Capital May 13, 2026 +1.16% +32.03% +219.15%* -12.03% 0.58 1.59 1.685 Follow
Dalal Street May 13, 2026 +1.19% +47.67% +133.52%* -31.60% 1.00 0.99 1.885 Follow
Bares Capital Management May 13, 2026 +0.55% +8.49% +114.89%* -8.00% 0.89 0.79 2.808 Follow
ShawSpring Partners May 13, 2026 -0.94% +5.79% +92.03%* -17.38% 1.14 0.66 2.026 Follow
Arbiter Partners Capital Management May 13, 2026 +1.23% +8.64% +80.14%* -9.93% 1.02 0.58 2.190 Follow
Hillman Value Fund May 13, 2026 +0.69% +3.41% +72.46%* -3.12% 0.26 0.59 2.922 Follow
Donald Smith & Co. May 13, 2026 +1.67% +5.77% +71.76%* -7.55% 0.60 0.69 1.328 Follow
Meritage Group May 13, 2026 +0.01% +1.45% +67.41%* -13.64% 0.69 0.53 2.189 Follow
ARK Invest May 13, 2026 +0.42% +12.84% +62.55%* -12.27% 2.09 0.35 1.673 Follow
Vulcan Value Partners May 13, 2026 -0.02% -0.19% +57.52%* -3.98% 0.43 0.47 3.014 Follow
Miller Value Partners May 13, 2026 +2.27% +4.80% +55.59%* -5.31% 0.51 0.44 3.226 Follow
ValueAct Holdings May 13, 2026 +0.78% +5.04% +52.21%* -8.27% 1.02 0.37 2.003 Follow
Greenhaven Associates May 13, 2026 +0.62% +0.53% +50.62%* -7.27% 0.89 0.38 1.940 Follow
Hancock Classic Value May 13, 2026 +1.53% +1.28% +49.22%* -3.31% 0.59 0.38 3.198 Follow
Akre Capital Management May 13, 2026 -0.18% +3.85% +45.52%* -5.42% 0.20 0.41 2.050 Follow
Aquamarine Capital May 13, 2026 +0.99% +0.03% +42.61%* -2.88% 0.65 0.32 3.127 Follow
Abrams Capital Management May 13, 2026 -0.38% -5.53% +41.47%* -7.29% 0.79 0.32 1.687 Follow
Brave Warrior Advisors May 13, 2026 +1.03% -1.77% +40.81%* -4.69% 0.56 0.33 2.317 Follow
Valley Forge Capital Management May 13, 2026 -0.30% +2.89% +39.27%* -7.18% 0.09 0.38 1.634 Follow
AKO Capital May 13, 2026 +0.32% +0.66% +38.27%* -3.24% 0.52 0.31 2.574 Follow
Olstein Capital Management May 13, 2026 +0.48% -1.15% +37.33%* -2.98% 0.45 0.31 2.632 Follow
TCI Fund Management May 13, 2026 -0.02% -3.39% +36.86%* -4.93% 0.46 0.31 2.013 Follow
Aquamarine Zurich AG May 13, 2026 +0.76% -0.31% +36.58%* -3.34% 0.26 0.32 2.538 Follow
Third Avenue Management May 13, 2026 +1.18% +5.48% +35.14%* -3.76% 0.52 0.28 2.201 Follow
Eagle Capital Management May 13, 2026 +0.74% +4.20% +34.84%* -6.41% 0.68 0.26 2.267 Follow
Alta Fox Capital Management May 13, 2026 +0.47% +0.14% +34.13%* -5.48% 0.66 0.27 1.643 Follow
Ariel Appreciation Fund May 13, 2026 +0.85% -2.52% +33.09%* -6.05% 0.68 0.25 2.038 Follow
Giverny Capital May 13, 2026 +0.51% +0.18% +29.98%* -2.98% 0.46 0.24 2.447 Follow
Causeway Capital Management May 13, 2026 +0.92% +0.15% +29.74%* -4.12% 0.99 0.19 1.521 Follow
Berkshire Hathaway May 13, 2026 +0.69% +0.38% +28.71%* -2.95% 0.15 0.27 2.427 Follow
Scion Asset Management May 13, 2026 +1.21% +0.14% +28.49%* -11.30% 0.72 0.24 1.051 Follow
Joho Capital May 13, 2026 +0.14% -6.04% +28.41%* -8.14% 1.23 0.16 1.181 Follow
Fundsmith May 13, 2026 +0.30% -1.74% +27.10%* -3.75% 0.37 0.23 1.963 Follow
Thunderbird Partners May 13, 2026 +1.04% -0.89% +26.13%* -9.05% 0.73 0.20 1.215 Follow
Yacktman Asset Management May 13, 2026 +0.52% +2.52% +25.89%* -5.18% 0.04 0.25 2.665 Follow
Torray Fund May 13, 2026 -0.34% +2.31% +25.14%* -3.40% 0.39 0.21 2.917 Follow
Wedgewood Partners May 13, 2026 +0.20% -0.24% +24.98%* -3.77% 0.67 0.18 1.815 Follow
Disciplined Growth Investors May 13, 2026 +0.77% -1.37% +24.78%* -8.36% 1.60 0.09 1.065 Follow
Fundsmith Investment Services May 13, 2026 +0.29% -2.13% +24.77%* -3.76% 0.35 0.21 1.804 Follow
Semper Augustus Investments Group May 13, 2026 +0.72% +0.75% +24.66%* -4.62% 0.58 0.19 1.534 Follow
Dodge & Cox Stock Fund May 13, 2026 +0.69% +0.39% +23.92%* -2.36% 0.36 0.20 2.208 Follow
Conifer Management May 13, 2026 +2.51% +0.35% +23.91%* -14.88% -0.00 0.28 0.921 Follow
Tweedy, Browne Co All Funds (US) May 13, 2026 +2.89% +6.90% +23.86%* -6.88% 0.27 0.22 1.469 Follow
Sound Shore Management May 13, 2026 +0.99% +0.43% +23.77%* -4.45% 0.83 0.15 1.624 Follow
Renaissance Technologies LLC May 13, 2026 +0.41% +1.91% +23.75%* -4.48% 0.85 0.14 1.758 Follow
Greenlight Capital May 13, 2026 +0.85% -4.41% +23.56%* -8.19% 0.63 0.18 1.323 Follow
Longleaf Partners May 13, 2026 +0.67% -1.77% +22.62%* -4.18% 0.34 0.20 1.577 Follow
ADW Capital Management May 13, 2026 +1.31% -0.54% +21.89%* -7.16% 0.53 0.18 1.123 Follow
First Eagle U.S. Value May 13, 2026 +1.00% +5.67% +21.59%* -5.35% 0.61 0.15 1.736 Follow
Triple Frond Partners May 13, 2026 +0.44% -2.10% +20.67%* -4.30% 1.20 0.08 1.184 Follow
Sequoia Fund May 13, 2026 +0.38% -0.59% +19.73%* -3.80% 0.61 0.14 1.435 Follow
Alapocas Investment Partners May 13, 2026 +0.06% -1.79% +19.20%* -6.19% 0.54 0.15 1.176 Follow
CAS Investment Partners May 13, 2026 +2.64% +8.56% +19.08%* -13.89% 1.64 0.16 0.622 Follow
Polen Capital Management May 13, 2026 +0.32% +0.99% +18.21%* -11.35% 0.88 0.10 1.061 Follow
Durable Capital Partners May 13, 2026 +1.17% -3.17% +17.81%* -7.14% 1.07 0.08 0.978 Follow
RV Capital May 13, 2026 +1.57% +5.96% +17.74%* -10.56% 1.18 0.09 0.742 Follow
Punch Card Management May 13, 2026 +0.40% -5.01% +17.27%* -7.65% 0.30 0.15 1.125 Follow
Dorsey Asset Management May 13, 2026 +1.25% +0.90% +17.26%* -6.37% 0.95 0.08 1.093 Follow
Trian Fund Management May 13, 2026 +0.07% -5.13% +16.91%* -6.65% 0.44 0.13 1.087 Follow
Mairs & Power Growth Fund May 13, 2026 +0.29% -1.03% +16.56%* -3.29% 0.76 0.09 1.524 Follow
Kahn Brothers Group May 13, 2026 +1.24% +2.86% +16.06%* -2.92% 0.34 0.13 1.537 Follow
Viking Global Investors May 13, 2026 +0.69% -0.45% +14.94%* -3.52% 0.75 0.07 1.186 Follow
Matrix Advisors Value Fund May 13, 2026 +0.54% -0.44% +14.08%* -3.42% 0.75 0.06 1.255 Follow
Lountzis Asset Management May 13, 2026 +0.36% -4.44% +14.03%* -7.64% 0.96 0.04 0.984 Follow
Ancient Art (Teton Capital) May 13, 2026 +1.00% -0.71% +13.45%* -7.14% 1.15 0.03 0.697 Follow
AltaRock Partners May 13, 2026 -0.03% -5.57% +12.88%* -8.64% 0.98 0.05 0.677 Follow
Fairholme Capital Management May 13, 2026 +0.57% +2.36% +11.55%* -8.35% 0.07 0.13 0.692 Follow
Cullen Value Fund May 13, 2026 +0.43% +0.19% +11.50%* -2.35% 0.49 0.07 1.497 Follow
Matrix Private Capital Group May 13, 2026 +0.43% +1.22% +10.95%* -2.86% 0.60 0.05 1.383 Follow
Sequoia Financial Advisors May 13, 2026 +0.41% +0.62% +10.85%* -3.42% 0.74 0.03 1.173 Follow
Cantillon Capital Management May 13, 2026 -0.16% -1.54% +10.61%* -4.86% 0.92 0.01 0.857 Follow
Eagle Capital Management May 13, 2026 +0.19% -0.79% +7.93%* -4.34% 0.94 -0.02 0.715 Follow
Bill & Melinda Gates Foundation Trust May 13, 2026 +0.77% -1.88% +7.25%* -4.87% 0.14 0.07 0.722 Follow
Chou Associates Management May 13, 2026 +1.28% -1.57% +7.15%* -3.85% 0.43 0.03 0.735 Follow
Lindsell Train May 13, 2026 +1.51% +0.90% +6.28%* -6.55% 0.14 0.07 0.427 Follow
Baupost Group May 13, 2026 +0.46% -2.91% +6.09%* -3.89% 0.57 0.01 0.516 Follow
H&H International Investment May 13, 2026 +0.25% +3.20% +5.40%* -9.36% 0.55 0.01 0.445 Follow
Gardner Russo & Quinn May 13, 2026 +1.02% -0.14% +4.44%* -4.65% 0.26 0.03 0.397 Follow
Parnassus Endeavor Fund May 13, 2026 +0.33% -1.85% +4.11%* -4.38% 0.62 -0.02 0.441 Follow
Oakcliff Capital Partners May 13, 2026 -0.46% -0.44% +3.87%* -7.31% 1.10 -0.06 0.300 Follow
7G Capital Management May 13, 2026 +0.70% -1.28% +3.21%* -5.22% 1.15 -0.08 0.279 Follow
Tiger Global Management May 13, 2026 +1.06% -2.72% +1.41%* -8.40% 1.62 -0.15 0.183 Follow
Muhlenkamp & Co May 13, 2026 +0.95% +4.43% +1.28%* -6.43% 0.65 -0.05 0.167 Follow
Turtle Creek Asset Management May 13, 2026 +1.81% -6.26% +0.04%* -9.97% 0.74 -0.07 0.104 Follow
Atlantic Investment Management May 13, 2026 +0.73% -3.91% -0.15%* -9.11% 0.87 -0.08 0.102 Follow
Egerton Capital UK May 13, 2026 -4.01% -6.86% -1.23%* -7.77% 0.67 -0.08 -0.014 Follow
Jensen Investment Management May 13, 2026 -1.37% -2.08% -1.41%* -11.37% 0.43 -0.05 0.002 Follow
Pershing Square Capital Management May 13, 2026 +0.49% -1.33% -2.36%* -8.54% 0.92 -0.11 -0.012 Follow
Fairfax Financial Holdings May 13, 2026 +2.04% -3.78% -7.19%* -12.11% 1.11 -0.18 -0.224 Follow
Appaloosa Management May 13, 2026 +1.24% -0.85% -9.42%* -15.14% 1.98 -0.29 -0.169 Follow
Greenbrier Partners Capital Management May 13, 2026 +0.43% -1.54% -9.96%* -11.16% 0.66 -0.18 -0.510 Follow
Thiel Macro LLC May 13, 2026 +1.23% +0.13% -10.26%* -16.16% 1.51 -0.25 -0.257 Follow
Greenlea Lane Capital Management May 13, 2026 +0.66% -2.03% -10.62%* -7.76% 0.63 -0.19 -0.681 Follow
Icahn Capital Management May 13, 2026 +0.25% -0.65% -10.94%* -12.08% 0.49 -0.16 -0.431 Follow
Oaktree Capital Management May 13, 2026 +2.23% +3.65% -12.77%* -10.98% 0.99 -0.24 -0.584 Follow
Lone Pine Capital May 13, 2026 +0.48% -9.05% -15.33%* -18.24% 1.61 -0.33 -0.457 Follow
Third Point May 13, 2026 +0.84% -5.06% -18.64%* -9.60% 1.08 -0.34 -1.198 Follow
Himalaya Capital Management May 13, 2026 +0.32% -6.60% -20.35%* -8.89% 0.77 -0.32 -1.158 Follow
Situational Awareness Partners May 13, 2026 +1.91% -0.31% -49.67%* -46.22% 4.02 -0.82 -0.374 Follow

* These results are hypothetical and for research only. They are not the fund’s live returns and are not investment advice.

* Annualized from a backtest period shorter than one year. Not representative of a full-year historical return.