Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • MELI vs EQH✓SelectedUSD · EQHMELI vs EQH performance historyLatest closeAs of-0.47%09/11
Stock and ETF performance explorer

MELI vs EQH

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+499.2%
EQH return
+234.7%
Excess return
+264.5%
Maximum drawdown
-69.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioEQHExcessAlpha
1D-0.5%+1.4%-1.9%-1.1%
7D-4.1%+0.7%-4.8%-4.4%
30D+3.8%+2.8%+0.9%+2.3%
3M+17.8%+23.1%-5.2%+6.6%
6M+7.4%+41.4%-34.0%-9.1%
YTD-5.8%+14.3%-20.1%-12.6%
1Y-18.9%+1.6%-20.5%-20.9%
3Y+33.3%+102.7%-69.4%-9.1%
5Y+2.7%+104.5%-101.8%-29.3%
All+499.2%+234.7%+264.5%+213.3%

Cumulative growth

Daily Returns

Daily percentage return beside EQH.

Daily Out/Under-Performance

Portfolio return minus EQH return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × EQH 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 EQH 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