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
$99,841
-0.16% since $100k start
ML
$99,629
-0.37% since $100k start
ML − COMPOSITE SPREAD
$-212
-0.21pp divergence
EQUITY CURVES
PERFORMANCE KPIs
METRICCOMPOSITEMLWINNER
Cumulative Return-1.10%-2.56%COMP ▲
Sharpe Ratio1.921.91COMP ▲
Win Rate37%38%ML ▲
Closed Trades960893
Max Drawdown-11.91%-9.58%ML ▲
Open Positions416400
TODAY'S PICK OVERLAP
BOTH AGREE LONG
Both strategies independently picked these as top-10 longs
MSFTPLTR
BOTH AGREE SHORT
Both strategies independently picked these as bottom-10 shorts
— none —
COMPOSITE-ONLY LONG
Composite says long, ML disagrees
AMCAMDAMZNINTCMETAMUNFLXNVDAORCLSLVSMCISOFITSLA
COMPOSITE-ONLY SHORT
Composite says short, ML disagrees
COFDIAEBAYEOGHUMLOWMAMOMSROKUUSBXLPXLVXLY
ML-ONLY LONG
ML says long, composite disagrees
ACNAKAMALKAMKRASMLBILLCARCIENCRCLCVNADELLELELFENVXFBINFTNTGEVHPEHUMIBRXINFYIONQIVZJBLKKRLYBMOKTAONPANWPRRCLRHRUMSEDGSGSMRSNOWSPCETEAMTXNVIAVWWDAYWIX
ML-ONLY SHORT
ML says short, composite disagrees
ABBVACNAMATAMDARMBEBMNRCLFCOHRCOPCRWDCRWVDELLDOWDVNENPHFISVGLWINTCIONQIRENLITELRCXLYBMRNAMRVLMUOPENOXYPBRRGTIRUNSHOPSMCISMRSNDKSTXUWDC