+2,867.1%
MELI vs IOVA
-92.0%
+2,959.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.1% | +0.5% | -2.5% |
| 7D | -6.5% | -2.2% | -4.3% | -6.4% |
| 30D | +2.8% | +31.7% | -28.9% | +1.7% |
| 3M | +14.3% | +117.3% | -102.9% | +10.2% |
| 6M | +6.0% | +55.8% | -49.8% | +3.2% |
| YTD | -6.8% | +208.8% | -215.6% | -12.0% |
| 1Y | -20.9% | +255.7% | -276.6% | -26.1% |
| 3Y | +31.4% | +41.7% | -10.3% | +22.8% |
| 5Y | -0.4% | -64.9% | +64.5% | -3.9% |
| 10Y | +951.2% | +6.3% | +944.9% | +878.8% |
| All | +2,867.1% | -92.0% | +2,959.1% | +2,130.4% |
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