+961.1%
MELI vs IOVA
+9.7%
+951.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.7% | -6.1% | -1.2% |
| 7D | -4.1% | -2.2% | -1.9% | -3.9% |
| 30D | +3.8% | +27.6% | -23.8% | +0.3% |
| 3M | +17.8% | +117.2% | -99.3% | +3.6% |
| 6M | +7.4% | +77.7% | -70.3% | -4.1% |
| YTD | -5.8% | +215.0% | -220.8% | -23.6% |
| 1Y | -18.9% | +255.4% | -274.2% | -36.4% |
| 3Y | +33.3% | +42.6% | -9.3% | +0.2% |
| 5Y | +2.7% | -62.2% | +64.9% | -10.3% |
| All | +961.1% | +9.7% | +951.4% | +690.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling