+6.5%
IEMG vs QXO
-31.5%
+38.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -8.1% | +2.4% | -4.2% |
| 7D | -7.4% | +2.3% | -9.7% | -7.8% |
| 30D | -14.9% | -3.9% | -11.0% | -14.4% |
| 3M | -11.6% | -26.8% | +15.2% | -6.6% |
| 6M | -11.1% | -38.3% | +27.2% | -4.0% |
| YTD | +6.0% | -39.7% | +45.7% | +14.2% |
| 1Y | +6.5% | -29.4% | +35.9% | +12.3% |
| All | +6.5% | -31.5% | +38.1% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QXO.
Daily Out/Under-Performance
Portfolio return minus QXO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QXO 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 QXO 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