-35.3%
QXO vs IWD
+30.5%
-65.8%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | +1.4% |
| 7D | -1.3% | -0.3% | -1.0% | -0.4% |
| 30D | -16.0% | +0.6% | -16.6% | -17.4% |
| 3M | -17.7% | +7.2% | -25.0% | -33.7% |
| 6M | -42.6% | +16.2% | -58.8% | -64.2% |
| YTD | -30.8% | +23.3% | -54.1% | -63.3% |
| 1Y | -35.3% | +29.6% | -64.9% | -68.3% |
| All | -35.3% | +30.5% | -65.8% | -68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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