+1.6%
NXPI vs IOVA
+254.2%
-252.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | -0.1% |
| 7D | -2.3% | -2.2% | -0.1% | -2.2% |
| 30D | -4.3% | +31.7% | -36.0% | -5.7% |
| 3M | -24.7% | +117.3% | -141.9% | -27.8% |
| 6M | +9.7% | +55.8% | -46.1% | +6.1% |
| YTD | +3.8% | +208.8% | -205.0% | -1.8% |
| 1Y | +1.6% | +255.7% | -254.1% | -1.4% |
| All | +1.6% | +254.2% | -252.6% | -1.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling