-41.7%
QXO vs IOT
+14.9%
-56.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.3% | +0.1% |
| 7D | -7.8% | -4.5% | -3.3% | -8.2% |
| 30D | -18.1% | -2.4% | -15.7% | -18.2% |
| 3M | -25.8% | +19.0% | -44.7% | -22.7% |
| 6M | -41.7% | +19.6% | -61.4% | -37.9% |
| All | -41.7% | +14.9% | -56.7% | -37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 6mo: compounded portfolio wealth divided by compounded IOT 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…
6mo analysis · Full analysis span regression · 6 months rolling