+64,271.7%
NVDA vs IOVA
-92.7%
+64,364.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.7% | +1.3% | -4.2% |
| 7D | -8.5% | -1.4% | -7.1% | -8.4% |
| 30D | -27.3% | -47.4% | +20.1% | -26.1% |
| 3M | -25.8% | +13.2% | -39.0% | -26.4% |
| 6M | -24.6% | +114.3% | -138.9% | -27.0% |
| YTD | -10.7% | +179.5% | -190.2% | -14.6% |
| 1Y | -14.0% | +200.4% | -214.4% | -18.1% |
| 3Y | +244.9% | +92.2% | +152.7% | +224.5% |
| 5Y | +449.3% | -63.8% | +513.1% | +431.3% |
| 10Y | +7,600.6% | +0.4% | +7,600.2% | +7,249.0% |
| All | +64,271.7% | -92.7% | +64,364.5% | +62,999.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling