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 -1.09% -16.37% +771.53%* -21.73% 1.07 2.85 2.374 Follow
Engaged Capital May 13, 2026 -1.58% +34.87% +259.25%* -12.03% 0.54 1.72 1.794 Follow
Bares Capital Management May 13, 2026 +2.75% +10.34% +139.62%* -8.00% 0.86 0.89 3.150 Follow
ShawSpring Partners May 13, 2026 +8.48% +16.00% +127.07%* -17.38% 1.11 0.82 2.480 Follow
Dalal Street May 13, 2026 +2.63% +46.02% +126.19%* -31.60% 1.00 0.93 1.799 Follow
Meritage Group May 13, 2026 +1.68% +11.15% +89.05%* -13.64% 0.67 0.65 2.656 Follow
Arbiter Partners Capital Management May 13, 2026 -0.03% +12.06% +79.50%* -9.93% 1.02 0.55 2.138 Follow
Hillman Value Fund May 13, 2026 +0.41% +5.05% +79.39%* -3.12% 0.24 0.63 3.073 Follow
Donald Smith & Co. May 13, 2026 -0.64% +6.96% +75.89%* -7.55% 0.57 0.71 1.356 Follow
Vulcan Value Partners May 13, 2026 +1.00% +5.95% +74.07%* -3.98% 0.41 0.57 3.658 Follow
ARK Invest May 13, 2026 -1.45% +18.24% +72.68%* -12.27% 2.09 0.37 1.837 Follow
Greenhaven Associates May 13, 2026 -0.30% +1.94% +63.52%* -7.27% 0.86 0.45 2.284 Follow
ValueAct Holdings May 13, 2026 +2.13% +8.18% +63.47%* -8.27% 1.00 0.43 2.299 Follow
Akre Capital Management May 13, 2026 +1.20% +5.48% +62.51%* -5.42% 0.16 0.53 2.618 Follow
Abrams Capital Management May 13, 2026 -1.01% -0.53% +60.26%* -7.01% 0.77 0.44 2.236 Follow
Valley Forge Capital Management May 13, 2026 +0.42% +0.11% +57.50%* -7.18% 0.06 0.52 2.185 Follow
TCI Fund Management May 13, 2026 -1.01% +2.21% +54.76%* -4.93% 0.43 0.44 2.797 Follow
Miller Value Partners May 13, 2026 +0.03% +8.97% +54.08%* -5.31% 0.48 0.42 3.225 Follow
AKO Capital May 13, 2026 -0.23% +5.21% +50.13%* -3.24% 0.50 0.39 3.248 Follow
Brave Warrior Advisors May 13, 2026 -0.51% -0.79% +48.42%* -4.46% 0.54 0.37 2.662 Follow
Aquamarine Capital May 13, 2026 -0.08% +3.48% +48.30%* -2.88% 0.63 0.35 3.498 Follow
Hancock Classic Value May 13, 2026 -0.17% +1.27% +46.83%* -3.31% 0.58 0.35 3.061 Follow
Olstein Capital Management May 13, 2026 -0.41% +1.11% +46.55%* -2.21% 0.43 0.37 3.165 Follow
Joho Capital May 13, 2026 +0.49% +8.58% +46.36%* -8.14% 1.20 0.28 1.729 Follow
Ariel Appreciation Fund May 13, 2026 -1.59% +1.17% +45.21%* -3.65% 0.64 0.33 2.688 Follow
Aquamarine Zurich AG May 13, 2026 -0.09% +1.97% +42.94%* -3.34% 0.24 0.37 2.898 Follow
Alta Fox Capital Management May 13, 2026 -0.60% -0.54% +40.09%* -5.48% 0.65 0.30 1.840 Follow
Eagle Capital Management May 13, 2026 +0.73% +9.30% +39.83%* -6.41% 0.67 0.28 2.519 Follow
Third Avenue Management May 13, 2026 +0.22% +7.02% +38.72%* -3.76% 0.50 0.30 2.377 Follow
Causeway Capital Management May 13, 2026 -0.76% +3.58% +38.28%* -4.12% 0.97 0.24 1.861 Follow
Giverny Capital May 13, 2026 -0.67% +2.70% +38.12%* -2.98% 0.44 0.30 3.025 Follow
Fundsmith May 13, 2026 +0.23% +0.95% +37.27%* -3.75% 0.34 0.31 2.585 Follow
Fundsmith Investment Services May 13, 2026 +0.16% +0.45% +34.78%* -3.74% 0.33 0.29 2.421 Follow
Wedgewood Partners May 13, 2026 +0.29% +3.65% +32.51%* -3.77% 0.66 0.23 2.257 Follow
Disciplined Growth Investors May 13, 2026 -1.02% +6.52% +32.08%* -8.36% 1.59 0.11 1.296 Follow
Greenlight Capital May 13, 2026 -1.48% -1.77% +30.83%* -6.91% 0.61 0.23 1.653 Follow
Triple Frond Partners May 13, 2026 +0.04% +7.57% +30.77%* -4.30% 1.18 0.14 1.645 Follow
Berkshire Hathaway May 13, 2026 +0.47% -1.11% +30.51%* -2.95% 0.14 0.28 2.542 Follow
Alapocas Investment Partners May 13, 2026 +1.02% +3.71% +30.50%* -6.19% 0.52 0.24 1.731 Follow
Polen Capital Management May 13, 2026 +1.29% +7.26% +28.44%* -11.35% 0.86 0.17 1.535 Follow
Durable Capital Partners May 13, 2026 -1.09% +1.08% +28.40%* -5.90% 1.04 0.15 1.451 Follow
Torray Fund May 13, 2026 -0.22% +4.40% +28.11%* -3.40% 0.40 0.22 3.161 Follow
Scion Asset Management May 13, 2026 +0.21% +1.43% +27.92%* -11.30% 0.71 0.22 1.021 Follow
Sequoia Fund May 13, 2026 +0.22% +2.68% +27.30%* -3.80% 0.60 0.19 1.893 Follow
Trian Fund Management May 13, 2026 -2.99% -0.65% +27.06%* -4.48% 0.42 0.22 1.614 Follow
Dodge & Cox Stock Fund May 13, 2026 -0.31% +2.04% +26.94%* -2.36% 0.35 0.22 2.445 Follow
Punch Card Management May 13, 2026 -0.43% -2.42% +26.91%* -5.83% 0.27 0.24 1.645 Follow
Renaissance Technologies LLC May 13, 2026 -0.49% +3.73% +26.87%* -4.48% 0.85 0.15 1.923 Follow
AltaRock Partners May 13, 2026 +0.92% +10.30% +26.60%* -8.64% 0.96 0.15 1.202 Follow
Semper Augustus Investments Group May 13, 2026 -1.00% +1.30% +26.51%* -4.62% 0.57 0.19 1.605 Follow
Yacktman Asset Management May 13, 2026 -0.33% +3.27% +26.48%* -5.18% 0.03 0.26 2.674 Follow
Sound Shore Management May 13, 2026 -1.04% +2.94% +26.27%* -4.45% 0.82 0.15 1.755 Follow
First Eagle U.S. Value May 13, 2026 +0.17% +7.70% +25.47%* -5.35% 0.59 0.17 2.012 Follow
Longleaf Partners May 13, 2026 -0.78% -1.63% +24.96%* -4.18% 0.33 0.21 1.695 Follow
Lountzis Asset Management May 13, 2026 -0.50% +1.97% +23.74%* -7.06% 0.94 0.11 1.561 Follow
Egerton Capital UK May 13, 2026 +0.05% +4.99% +23.59%* -3.37% 0.69 0.14 1.865 Follow
Thunderbird Partners May 13, 2026 -2.09% -0.20% +23.05%* -9.05% 0.74 0.15 1.082 Follow
Cantillon Capital Management May 13, 2026 -0.05% +5.01% +22.40%* -3.79% 0.90 0.10 1.677 Follow
CAS Investment Partners May 13, 2026 -0.34% +7.68% +22.00%* -13.89% 1.60 0.15 0.667 Follow
Mairs & Power Growth Fund May 13, 2026 +0.07% +4.57% +21.97%* -2.76% 0.75 0.12 1.948 Follow
Viking Global Investors May 13, 2026 -0.58% +2.20% +21.37%* -3.17% 0.73 0.12 1.631 Follow
Dorsey Asset Management May 13, 2026 -0.21% +2.57% +21.21%* -6.37% 0.94 0.09 1.302 Follow
Oakcliff Capital Partners May 13, 2026 +0.16% +6.81% +21.17%* -7.31% 1.07 0.08 1.100 Follow
Ancient Art (Teton Capital) May 13, 2026 +1.34% +2.71% +20.51%* -7.14% 1.12 0.07 0.975 Follow
ADW Capital Management May 13, 2026 -1.40% +1.96% +20.49%* -7.16% 0.52 0.15 1.050 Follow
Fairholme Capital Management May 13, 2026 -2.09% +6.85% +20.14%* -8.35% 0.04 0.22 1.089 Follow
RV Capital May 13, 2026 -0.01% +8.02% +19.36%* -10.56% 1.16 0.08 0.784 Follow
Matrix Advisors Value Fund May 13, 2026 -0.54% +3.28% +17.55%* -3.42% 0.74 0.08 1.513 Follow
Conifer Management May 13, 2026 +1.41% -11.88% +16.57%* -14.88% -0.04 0.22 0.700 Follow
Baupost Group May 13, 2026 -0.36% +4.74% +14.43%* -3.70% 0.55 0.08 1.095 Follow
Sequoia Financial Advisors May 13, 2026 +0.10% +4.19% +13.99%* -3.42% 0.73 0.04 1.467 Follow
Muhlenkamp & Co May 13, 2026 -0.45% +8.47% +13.71%* -6.43% 0.61 0.07 1.006 Follow
Cullen Value Fund May 13, 2026 -0.12% +3.11% +13.18%* -2.35% 0.49 0.07 1.681 Follow
Matrix Private Capital Group May 13, 2026 -0.10% +3.71% +12.82%* -2.86% 0.60 0.05 1.585 Follow
Kahn Brothers Group May 13, 2026 -0.56% +3.51% +12.04%* -2.92% 0.34 0.08 1.189 Follow
Eagle Capital Management May 13, 2026 +0.47% +4.68% +11.74%* -4.34% 0.94 -0.00 0.998 Follow
Tweedy, Browne Co All Funds (US) May 13, 2026 -0.87% +3.75% +11.70%* -6.88% 0.26 0.10 0.822 Follow
Lindsell Train May 13, 2026 -0.99% -0.61% +10.52%* -6.55% 0.10 0.12 0.635 Follow
Parnassus Endeavor Fund May 13, 2026 -0.09% +3.26% +10.11%* -4.38% 0.61 0.03 0.982 Follow
Gardner Russo & Quinn May 13, 2026 -0.02% +2.13% +9.75%* -4.65% 0.23 0.08 0.776 Follow
Jensen Investment Management May 13, 2026 +0.81% +3.64% +9.44%* -11.37% 0.43 0.05 0.642 Follow
Bill & Melinda Gates Foundation Trust May 13, 2026 -1.10% -2.29% +8.76%* -3.84% 0.12 0.08 0.852 Follow
7G Capital Management May 13, 2026 +0.74% +2.83% +7.12%* -5.22% 1.15 -0.07 0.494 Follow
Chou Associates Management May 13, 2026 -0.15% -1.13% +6.65%* -3.16% 0.42 0.02 0.694 Follow
Turtle Creek Asset Management May 13, 2026 -1.80% -4.03% +6.60%* -6.61% 0.69 -0.01 0.449 Follow
Tiger Global Management May 13, 2026 +0.44% +6.74% +6.39%* -8.40% 1.62 -0.13 0.402 Follow
Pershing Square Capital Management May 13, 2026 +0.71% +9.29% +5.61%* -8.54% 0.90 -0.04 0.381 Follow
H&H International Investment May 13, 2026 +1.10% +0.83% +3.43%* -9.36% 0.56 -0.03 0.309 Follow
Atlantic Investment Management May 13, 2026 -0.36% -1.76% +1.06%* -9.11% 0.86 -0.09 0.163 Follow
Greenlea Lane Capital Management May 13, 2026 +0.41% +4.48% -5.98%* -7.76% 0.61 -0.14 -0.338 Follow
Appaloosa Management May 13, 2026 +0.28% +10.91% -7.01%* -15.14% 1.98 -0.31 -0.074 Follow
Greenbrier Partners Capital Management May 13, 2026 +0.95% +0.74% -8.49%* -11.16% 0.66 -0.17 -0.408 Follow
Fairfax Financial Holdings May 13, 2026 -1.05% -4.09% -9.55%* -12.11% 1.09 -0.24 -0.338 Follow
Lone Pine Capital May 13, 2026 -2.04% -2.11% -9.56%* -16.05% 1.60 -0.29 -0.209 Follow
Himalaya Capital Management May 13, 2026 +0.20% +0.31% -14.46%* -8.89% 0.75 -0.26 -0.759 Follow
Third Point May 13, 2026 -0.49% +3.16% -14.59%* -9.60% 1.06 -0.31 -0.894 Follow
Thiel Macro LLC May 13, 2026 +0.24% +6.65% -14.65%* -16.16% 1.53 -0.35 -0.430 Follow
Icahn Capital Management May 13, 2026 +0.70% -1.27% -15.21%* -12.08% 0.51 -0.23 -0.644 Follow
Oaktree Capital Management May 13, 2026 +0.02% +6.05% -17.84%* -10.98% 0.98 -0.33 -0.887 Follow
Situational Awareness Partners May 13, 2026 -1.62% +23.88% -54.97%* -46.22% 4.07 -1.03 -0.478 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.