+17.8%
NXPI vs IOVA
+49.0%
-31.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.2% | +1.2% |
| 7D | +1.9% | +9.7% | -7.8% | +1.0% |
| 30D | -1.4% | +102.5% | -104.0% | -8.6% |
| 3M | -29.1% | +100.7% | -129.7% | -34.5% |
| 6M | +6.2% | +106.3% | -100.1% | -3.1% |
| YTD | +5.9% | +222.0% | -216.1% | -8.5% |
| 1Y | +2.9% | +299.5% | -296.7% | -14.2% |
| All | +17.8% | +49.0% | -31.2% | -0.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling