+236.7%
IQV vs NVMI
+3,158.6%
-2,921.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.2% | +1.4% |
| 7D | -2.2% | -0.1% | -2.2% | -2.2% |
| 30D | +8.3% | -8.4% | +16.7% | +10.3% |
| 3M | +44.6% | -33.6% | +78.1% | +56.8% |
| 6M | +52.6% | -14.7% | +67.2% | +51.5% |
| YTD | +16.1% | +13.2% | +2.9% | +5.5% |
| 1Y | +37.3% | +29.0% | +8.3% | +18.8% |
| 3Y | +21.6% | +215.0% | -193.4% | -26.8% |
| 5Y | +0.5% | +268.6% | -268.1% | -45.0% |
| All | +236.7% | +3,158.6% | -2,921.9% | +10.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling