+15,200.7%
NVDA vs IOVA
+4.5%
+15,196.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.5% |
| 7D | -0.3% | -2.2% | +1.9% | 0.0% |
| 30D | +2.8% | +31.7% | -28.9% | -1.2% |
| 3M | +7.4% | +117.3% | -109.8% | -5.5% |
| 6M | +22.6% | +55.8% | -33.2% | +11.5% |
| YTD | +20.1% | +208.8% | -188.7% | -2.4% |
| 1Y | +31.2% | +255.7% | -224.5% | +2.5% |
| 3Y | +391.7% | +41.7% | +350.0% | +270.2% |
| 5Y | +911.9% | -64.9% | +976.8% | +788.8% |
| 10Y | +15,200.7% | +6.3% | +15,194.4% | +10,394.6% |
| All | +15,200.7% | +4.5% | +15,196.2% | +10,394.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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