+387.6%
IWM vs MELI
+8,935.8%
-8,548.2%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.2% | +0.2% |
| 7D | +1.4% | -1.9% | +3.3% | +1.9% |
| 30D | -2.3% | +5.8% | -8.1% | -3.8% |
| 3M | +4.0% | +19.5% | -15.5% | -0.8% |
| 6M | +17.9% | +7.7% | +10.2% | +14.8% |
| YTD | +20.2% | -4.4% | +24.6% | +19.8% |
| 1Y | +25.0% | -17.9% | +42.9% | +28.5% |
| 3Y | +66.0% | +34.9% | +31.1% | +47.5% |
| 5Y | +40.0% | +1.1% | +39.0% | +24.1% |
| 10Y | +166.9% | +955.8% | -788.9% | +20.3% |
| All | +387.6% | +8,935.8% | -8,548.2% | +5.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling