-35.3%
QXO vs HWM
+48.6%
-83.9%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.5% |
| 7D | -1.3% | -2.1% | +0.8% | -0.1% |
| 30D | -16.0% | -11.0% | -5.0% | -9.4% |
| 3M | -17.7% | +4.0% | -21.8% | -21.7% |
| 6M | -42.6% | -0.2% | -42.4% | -44.4% |
| YTD | -30.8% | +26.7% | -57.4% | -42.7% |
| 1Y | -35.3% | +44.7% | -80.0% | -47.3% |
| All | -35.3% | +48.6% | -83.9% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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