+21.6%
IQV vs NVMI
+207.9%
-186.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.2% | +1.5% |
| 7D | -2.2% | -0.1% | -2.2% | -2.2% |
| 30D | +8.3% | -8.4% | +16.7% | +9.3% |
| 3M | +44.6% | -33.6% | +78.1% | +51.4% |
| 6M | +52.6% | -14.7% | +67.2% | +50.6% |
| YTD | +16.1% | +13.2% | +2.9% | +7.9% |
| 1Y | +37.3% | +29.0% | +8.3% | +23.4% |
| 3Y | +21.6% | +215.0% | -193.4% | -16.6% |
| All | +21.6% | +207.9% | -186.3% | -16.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling