+378.0%
IOVA vs NVMI
-11.6%
+389.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +1.0% | -1.2% |
| 7D | -41.3% | -11.8% | -29.5% | -40.3% |
| 30D | -38.5% | -24.8% | -13.7% | -36.6% |
| 3M | +99.5% | -28.6% | +128.1% | +106.0% |
| 6M | +126.0% | -40.0% | +166.0% | +136.0% |
| YTD | +218.7% | -10.1% | +228.7% | +298.2% |
| 1Y | +378.0% | -9.8% | +387.8% | +510.4% |
| All | +378.0% | -11.6% | +389.6% | +510.4% |
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