+58.2%
QQQI vs SCHG
+62.6%
-4.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.2% |
| 7D | -0.3% | -1.0% | +0.7% | +0.5% |
| 30D | -0.3% | -1.3% | +1.0% | +0.7% |
| 3M | +1.3% | +5.4% | -4.1% | -3.0% |
| 6M | +11.5% | +14.4% | -2.9% | -0.2% |
| YTD | +11.3% | +8.0% | +3.3% | +4.4% |
| 1Y | +16.9% | +12.7% | +4.1% | +5.8% |
| All | +58.2% | +62.6% | -4.4% | +7.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling