+37.8%
IQV vs NVDX
+774.9%
-737.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.4% | +4.6% | +0.4% |
| 7D | -5.3% | -8.6% | +3.4% | -4.7% |
| 30D | +5.5% | -1.4% | +7.0% | +5.4% |
| 3M | +41.2% | +10.6% | +30.6% | +39.3% |
| 6M | +50.5% | +20.2% | +30.4% | +46.7% |
| YTD | +14.1% | +11.8% | +2.3% | +11.5% |
| 1Y | +39.9% | +12.9% | +27.0% | +35.7% |
| All | +37.8% | +774.9% | -737.1% | +1.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling