Comparative Intelligence for the Entire Market

There is a vast universe of investable assets available to any investor today: roughly 6,000 US-listed stocks, more than 3,500 ETFs, over 7,000 mutual funds, and thousands of global and digital assets. Trying to track this universe on your own, benchmark your existing portfolio against the rest of the market, and discover new risk-balanced opportunities is an insurmountable task with manual spreadsheets. You would need a full-time quantitative data scientist crunching numbers for you every day.

The Trap of Confirmation Bias

Because nobody can manually compute volatility, drawdowns, Sharpe Ratios, and correlations across thousands of tickers, most investors only ever evaluate a tiny handful of assets they happen to hear about in the news, on social forums, or from friends. Once an investor latches onto two or three familiar tickers, confirmation bias takes over: it becomes very easy to seek out stories that justify owning them while remaining completely blind to both their hidden risks and the superior alternatives sitting elsewhere in the market.

Ideally, an investor should be impartial to any single ticker and allocate capital based on a combination of clear fundamental hypotheses and objective, market-wide quantitative facts.

Your Personal Data Scientist and Quant

We built EasyCompare and BetterThanSPY to serve as that personal data scientist and quant. When you combine two foundational pillars, you get a remarkably clear lens on the market:

Launch this exact 7-asset comparative matrix in EasyCompare:

Open 2020–2025 Matrix in EasyCompare → Open Live 5Y Matrix in EasyCompare →

Five Practical Workflows You Can Run Today

With every chapter of this book now in your toolkit, here are five high-impact workflows you can run in one click using EasyCompare and BetterThanSPY:

1. Benchmark Your Portfolio Against the S&P 500: Enter the tickers you currently own alongside SPY in EasyCompare over 1Y, 3Y, and 5Y windows. Check which holdings actually beat SPY on a Sharpe Ratio basis, and which ones added huge volatility and drawdown for mediocre returns.
2. Find Assets That Beat SPY With Lower or Similar Risk: Open BetterThanSPY to screen for stocks and ETFs that have outperformed the S&P 500 across multiple horizons with strong Sharpe Ratios and disciplined drawdowns.
3. Spot Consistent Medium-Term Trends (6M & 1Y): Compare sector ETFs (XLK, XLV, XLE, XLF, XLI, GLD) over the last 6 months and 1 year (open live 1Y sector comparison →) to see where consistent momentum is building.
4. Eliminate Portfolio Clones & Add True Diversifiers: Check the SPY Corr column across your holdings. If every position you own is +75% to +95% correlated to the S&P 500, test adding low-correlation compounders or hard assets like GLD, SGOV, or defensive healthcare/consumer names.
5. Size Your Positions Using Inverse Volatility: Before buying a new stock or crypto asset, compare its 5-year Volatility and Max Drawdown against SPY. If its volatility is 3x higher than SPY, size your dollar allocation accordingly so a single downturn never threatens your financial peace of mind.