+378.0%
IOVA vs NVDX
-27.2%
+405.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.2% | +4.7% | -1.0% |
| 7D | -41.3% | -14.1% | -27.2% | -40.5% |
| 30D | -38.5% | -31.3% | -7.2% | -37.3% |
| 3M | +99.5% | -16.2% | +115.7% | +101.8% |
| 6M | +126.0% | -11.9% | +137.8% | +127.8% |
| YTD | +218.7% | -9.4% | +228.1% | +206.6% |
| 1Y | +378.0% | -23.9% | +401.9% | +336.2% |
| All | +378.0% | -27.2% | +405.2% | +336.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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