+2,065.8%
NXPI vs IOVA
-91.6%
+2,157.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.2% | +1.2% |
| 7D | +1.9% | +9.7% | -7.8% | +1.6% |
| 30D | -1.4% | +102.5% | -104.0% | -4.1% |
| 3M | -29.1% | +100.7% | -129.7% | -31.1% |
| 6M | +6.2% | +106.3% | -100.1% | +2.7% |
| YTD | +5.9% | +222.0% | -216.1% | +0.5% |
| 1Y | +2.9% | +299.5% | -296.7% | -3.4% |
| 3Y | +14.5% | +42.9% | -28.4% | +8.5% |
| 5Y | +17.1% | -65.0% | +82.0% | +13.3% |
| 10Y | +193.4% | +10.3% | +183.1% | +175.5% |
| All | +2,065.8% | -91.6% | +2,157.4% | +1,801.6% |
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