+511.0%
IQV vs NVMI
+3,740.8%
-3,229.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.6% |
| 7D | -5.3% | +3.8% | -9.1% | -6.2% |
| 30D | +5.5% | -7.6% | +13.1% | +7.2% |
| 3M | +41.2% | -28.0% | +69.2% | +49.5% |
| 6M | +50.5% | -15.3% | +65.8% | +49.8% |
| YTD | +14.1% | +11.5% | +2.7% | +4.3% |
| 1Y | +39.9% | +31.6% | +8.3% | +20.8% |
| 3Y | +20.5% | +207.0% | -186.5% | -25.7% |
| 5Y | -1.2% | +262.8% | -264.1% | -44.5% |
| 10Y | +233.9% | +3,074.6% | -2,840.7% | +1.3% |
| All | +511.0% | +3,740.8% | -3,229.8% | +72.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling