+1,536.0%
MELI vs IQV
+498.2%
+1,037.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -1.4% |
| 7D | -4.1% | -2.2% | -1.9% | -2.9% |
| 30D | +3.8% | +8.3% | -4.5% | -0.9% |
| 3M | +17.8% | +44.6% | -26.7% | -5.5% |
| 6M | +7.4% | +52.6% | -45.1% | -17.3% |
| YTD | -5.8% | +16.1% | -21.9% | -16.3% |
| 1Y | -18.9% | +37.3% | -56.1% | -35.6% |
| 3Y | +33.3% | +21.6% | +11.8% | +5.0% |
| 5Y | +2.7% | +0.5% | +2.2% | -6.7% |
| 10Y | +962.9% | +239.7% | +723.3% | +355.6% |
| All | +1,536.0% | +498.2% | +1,037.8% | +429.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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