Compare: Composite vs ML

Two parallel $100k books. Composite trades 10-day holds on 5 hand-engineered options-flow signals. ML trades 5-day holds on an XGBoost ensemble over 78 features. Both use the same regime filter.

COMPOSITE
$99,855
-0.15% since $100k start
ML
$99,759
-0.24% since $100k start
ML − COMPOSITE SPREAD
$-96
-0.10pp divergence
EQUITY CURVES
PERFORMANCE KPIs
METRICCOMPOSITEMLWINNER
Cumulative Return-1.20%-1.99%COMP ▲
Sharpe Ratio2.152.15ML ▲
Win Rate33%41%ML ▲
Closed Trades733696
Max Drawdown-11.91%-9.58%ML ▲
Open Positions416382
TODAY'S PICK OVERLAP
BOTH AGREE LONG
Both strategies independently picked these as top-10 longs
MUNVDATSLA
BOTH AGREE SHORT
Both strategies independently picked these as bottom-10 shorts
— none —
COMPOSITE-ONLY LONG
Composite says long, ML disagrees
AMCAMDAMZNINTCMETAMSFTNFLXORCLPLTRSLVSMCISOFI
COMPOSITE-ONLY SHORT
Composite says short, ML disagrees
COFCSXCVSDIAEBAYEOGHUMLOWMAMOMSROKUUSBXLPXLVXLY
ML-ONLY LONG
ML says long, composite disagrees
ALKAMKRARMASMLCARCRCLCRWDCVNADELLELELFENPHENVXFBINFTNTGEVHUMIONQIVZLYBMMSTROKTAONRUMSEDGSGSMRSNDKSPCEVIAV
ML-ONLY SHORT
ML says short, composite disagrees
ABBVACNAMATAMDBEBMNRCOPCRWVDOWDVNFISVGLWINTCIONQIRENLYBMRVLMSTRNVDAOPENOXYPBRRGTISMCISMRSNDKTSLAWDAY