+2,397.5%
NXPI vs IOVA
-92.3%
+2,489.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.1% | +3.1% | +2.0% |
| 7D | -0.5% | -8.5% | +8.0% | -0.2% |
| 30D | +15.0% | -44.7% | +59.7% | +16.8% |
| 3M | +12.6% | +26.2% | -13.7% | +10.8% |
| 6M | -10.6% | +123.2% | -133.8% | -14.1% |
| YTD | +22.1% | +196.0% | -173.9% | +15.5% |
| 1Y | +29.8% | +240.9% | -211.2% | +22.0% |
| 3Y | +47.8% | +103.5% | -55.8% | +38.1% |
| 5Y | +33.9% | -65.5% | +99.3% | +28.9% |
| 10Y | +208.7% | +7.0% | +201.7% | +188.7% |
| All | +2,397.5% | -92.3% | +2,489.8% | +2,084.7% |
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