+3.2%
MELI vs IONS
+53.9%
-50.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.8% |
| 7D | -4.3% | -4.3% | 0.0% | -3.1% |
| 30D | -1.7% | +0.4% | -2.2% | -2.0% |
| 3M | +20.0% | -24.1% | +44.1% | +26.9% |
| 6M | +9.4% | -26.4% | +35.9% | +16.7% |
| YTD | -5.4% | -29.7% | +24.3% | +2.1% |
| 1Y | -18.8% | -13.0% | -5.8% | -17.9% |
| 3Y | +33.5% | +35.0% | -1.6% | +4.9% |
| 5Y | +3.2% | +54.2% | -51.0% | -32.6% |
| All | +3.2% | +53.9% | -50.8% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 5y: compounded portfolio wealth divided by compounded IONS 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…
5y analysis · Full analysis span regression · 6 months rolling