+212.1%
NXPI vs IOVA
+7.8%
+204.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.6% |
| 7D | +0.7% | +5.1% | -4.4% | +0.1% |
| 30D | -6.6% | +37.2% | -43.8% | -10.4% |
| 3M | -25.4% | +117.5% | -142.9% | -33.4% |
| 6M | +11.9% | +69.6% | -57.7% | +2.1% |
| YTD | +4.0% | +218.7% | -214.7% | -13.4% |
| 1Y | +1.0% | +265.5% | -264.5% | -18.5% |
| 3Y | +16.3% | +46.2% | -29.9% | -5.9% |
| 5Y | +17.7% | -63.2% | +80.9% | +5.1% |
| All | +212.1% | +7.8% | +204.3% | +166.2% |
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