+6,875.0%
MELI vs IONS
+391.0%
+6,484.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.4% | -0.3% | -2.0% |
| 7D | -1.9% | -5.3% | +3.4% | -0.5% |
| 30D | +5.8% | +0.3% | +5.5% | +5.5% |
| 3M | +19.5% | -22.9% | +42.4% | +25.9% |
| 6M | +7.7% | -23.4% | +31.1% | +13.7% |
| YTD | -4.4% | -28.3% | +23.9% | +2.6% |
| 1Y | -17.9% | -7.0% | -10.9% | -18.2% |
| 3Y | +34.9% | +37.6% | -2.7% | +12.2% |
| 5Y | +1.1% | +53.4% | -52.3% | -19.2% |
| 10Y | +955.8% | +83.9% | +871.9% | +638.9% |
| All | +6,875.0% | +391.0% | +6,484.0% | +2,081.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling