How is the Quant Growth & Income Performance Calculated?

QG&I Portfolio performance is calculated starting from June 3, 2026, and is based upon notionally buying every stock on the pick date using the opening price. This also includes selling picks, which are displayed on the ‘Closed’ tab and uses the closing price of the sell date. Dividends are reinvested. Seeking Alpha and Quant Growth & Income employ S&P Global, an independent 3rd party, to calculate the returns.

QG&I uses time weighted returns, consistent with Global Investment Performance Standards (‘GIPS’), as they are considered the industry standard and remove the effects of cash flows. Here is an excerpt from the GIPS

The GIPS standards require a time-weighted rate of return because it removes the effects of external cash flows, which are generally client-driven. Therefore, a time-weighted rate of return best reflects the firm’s ability to manage the portfolios according to a specified mandate, objective, or strategy, and is the basis for the comparability of composite returns among firms globally.

Please note that QG&I is not an investment product run with real money, nor is it an audited GIPS-compliant investment product.