+2,297.4%
QQQ vs SGI
+2,073.9%
+223.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.4% | 0.0% |
| 7D | +1.5% | +9.3% | -7.8% | -0.2% |
| 30D | -0.6% | +6.9% | -7.5% | -2.0% |
| 3M | +0.4% | +2.8% | -2.4% | -0.4% |
| 6M | +20.1% | -12.6% | +32.7% | +22.3% |
| YTD | +17.2% | -21.5% | +38.7% | +21.5% |
| 1Y | +24.7% | -18.8% | +43.4% | +28.0% |
| 3Y | +96.2% | +60.8% | +35.3% | +74.7% |
| 5Y | +94.4% | +60.0% | +34.4% | +69.3% |
| 10Y | +556.7% | +267.8% | +288.8% | +348.0% |
| All | +2,297.4% | +2,073.9% | +223.5% | +844.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SGI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling