+299.5%
IOVA vs NVMI
+53.9%
+245.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.5% | -4.5% | +0.5% |
| 7D | +9.7% | +6.6% | +3.1% | +9.0% |
| 30D | +102.5% | -7.5% | +110.1% | +103.5% |
| 3M | +100.7% | -28.5% | +129.2% | +107.0% |
| 6M | +106.3% | -15.7% | +122.1% | +107.8% |
| YTD | +222.0% | +13.3% | +208.7% | +241.2% |
| 1Y | +299.5% | +48.3% | +251.3% | +303.8% |
| All | +299.5% | +53.9% | +245.7% | +303.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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