+3.2%
MELI vs IOVA
-66.4%
+69.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.4% | +5.0% | +1.9% |
| 7D | -4.3% | -6.4% | +2.2% | -3.6% |
| 30D | -1.7% | +25.4% | -27.2% | -4.1% |
| 3M | +20.0% | +115.3% | -95.3% | +8.8% |
| 6M | +9.4% | +56.5% | -47.1% | +1.8% |
| YTD | -5.4% | +198.2% | -203.5% | -19.2% |
| 1Y | -18.8% | +242.0% | -260.9% | -32.7% |
| 3Y | +33.5% | +36.8% | -3.3% | +4.0% |
| 5Y | +3.2% | -64.3% | +67.4% | -5.0% |
| All | +3.2% | -66.4% | +69.6% | -5.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling