+64.0%
IBIT vs MELI
+18.7%
+45.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -1.7% |
| 7D | -5.8% | -4.3% | -1.5% | -4.8% |
| 30D | +21.5% | -1.7% | +23.3% | +21.8% |
| 3M | +24.5% | +20.0% | +4.5% | +18.9% |
| 6M | +10.0% | +9.4% | +0.6% | +6.8% |
| YTD | -12.0% | -5.4% | -6.7% | -12.0% |
| 1Y | -32.3% | -18.8% | -13.5% | -30.2% |
| All | +64.0% | +18.7% | +45.3% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MELI.
Daily Out/Under-Performance
Portfolio return minus MELI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MELI 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 MELI 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