Portfolio Clone Backtest

What if you cloned a fund's top AI holdings? Simulated performance vs S&P 500.

Average of 5 selected funds

1M return

+4.1%vs SPY +2.7%
+1.5% alpha

3M return

-0.6%vs SPY +1.6%
-2.3% alpha

6M return

+20.0%vs SPY +12.4%
+7.6% alpha

1Y return

+48.7%vs SPY +18.9%
+29.8% alpha
Legal & General Group Plc
+1.8% alpha
BlackRock, Inc.
+0.7% alpha
AQR CAPITAL MANAGEMENT LLC
+0.5% alpha
FRANKLIN RESOURCES INC
+0.3% alpha
UBS Group AG
+0.3% alpha
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
+0.2% alpha
Bank of New York Mellon Corp
-0.1% alpha
AQR Capital Management LLC
-0.2% alpha
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
-0.6% alpha
CITIGROUP INC
-0.8% alpha
ROYAL BANK OF CANADA
-0.9% alpha
Nuveen, LLC
-1.0% alpha
BANK OF AMERICA CORP /DE/
-1.1% alpha
RAYMOND JAMES FINANCIAL INC
-1.2% alpha
Fisher Asset Management, LLC
-1.5% alpha
DIMENSIONAL FUND ADVISORS LP
-1.9% alpha
VANGUARD GROUP INC
-2.0% alpha
VANGUARD PORTFOLIO MANAGEMENT LLC
-2.3% alpha
GOLDMAN SACHS GROUP INC
-2.3% alpha
WELLS FARGO & COMPANY/MN
-2.4% alpha
PNC FINANCIAL SERVICES GROUP, INC.
-2.5% alpha
DEUTSCHE BANK AG\
-2.5% alpha
JANUS HENDERSON GROUP PLC
-2.6% alpha
AMERIPRISE FINANCIAL INC
-2.9% alpha
BARCLAYS PLC
-2.9% alpha
GEODE CAPITAL MANAGEMENT, LLC
-3.2% alpha
ENVESTNET ASSET MANAGEMENT INC
-3.2% alpha
STATE STREET CORP
-3.2% alpha
LPL Financial LLC
-3.2% alpha
Vanguard Global Advisers, LLC
-3.3% alpha
PRINCIPAL FINANCIAL GROUP INC
-3.3% alpha
VANGUARD CAPITAL MANAGEMENT LLC
-3.3% alpha
NORTHERN TRUST CORP
-3.4% alpha
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
-3.4% alpha
VANGUARD FIDUCIARY TRUST CO
-3.4% alpha
Swiss National Bank
-3.4% alpha
WELLINGTON MANAGEMENT GROUP LLP
-3.5% alpha
FMR LLC
-3.5% alpha
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
-3.8% alpha
Amundi
-3.9% alpha
JONES FINANCIAL COMPANIES LLLP
-3.9% alpha
BANK OF MONTREAL /CAN/
-4.0% alpha
AMERICAN CENTURY COMPANIES INC
-4.2% alpha
ALLIANCEBERNSTEIN L.P.
-4.5% alpha
Invesco Ltd.
-4.8% alpha
Capital International Investors
-4.8% alpha
Capital Research Global Investors
-5.0% alpha
DODGE & COX
-5.2% alpha
Berkshire Hathaway Inc.
-5.7% alpha
Capital World Investors
-6.9% alpha

How it works: For each fund, we take their top 10 AI/semi holdings (weighted by portfolio allocation) and simulate buying at the start of each period. Returns are compared against SPY (S&P 500 ETF) over the same period. Alpha = portfolio return minus SPY return.

This is a hypothetical simulation — real cloning has a 45-day filing delay, transaction costs, and timing differences. Past performance does not indicate future results. Not financial advice.