+255.4%
IOVA vs NVMI
+32.8%
+222.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.6% | +4.1% | +5.5% |
| 7D | -2.2% | -0.1% | -2.1% | -2.1% |
| 30D | +27.6% | -8.4% | +36.0% | +28.6% |
| 3M | +117.2% | -33.6% | +150.7% | +127.4% |
| 6M | +77.7% | -14.7% | +92.4% | +78.9% |
| YTD | +215.0% | +13.2% | +201.8% | +233.6% |
| 1Y | +255.4% | +29.0% | +226.4% | +254.8% |
| All | +255.4% | +32.8% | +222.6% | +254.8% |
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