+5.0%
QQQI vs SCHG
+1.0%
+4.0%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | +0.3% |
| 7D | -4.2% | -3.4% | -0.8% | -1.0% |
| 30D | -11.6% | -10.1% | -1.4% | -2.5% |
| 3M | -6.4% | -6.3% | 0.0% | -0.6% |
| 6M | -4.7% | -1.8% | -2.9% | -3.0% |
| YTD | +3.3% | +1.9% | +1.4% | +2.0% |
| 1Y | +5.0% | +2.6% | +2.4% | +3.0% |
| All | +5.0% | +1.0% | +4.0% | +3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 1y: compounded portfolio wealth divided by compounded SCHG 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…
1y analysis · Full analysis span regression · 6 months rolling