+966.1%
MELI vs IBB
+125.2%
+840.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +2.9% |
| 7D | -4.3% | -5.2% | +1.0% | +0.7% |
| 30D | -1.7% | +1.5% | -3.2% | -3.4% |
| 3M | +20.0% | +22.1% | -2.1% | -2.0% |
| 6M | +9.4% | +17.7% | -8.3% | -7.7% |
| YTD | -5.4% | +20.2% | -25.5% | -22.2% |
| 1Y | -18.8% | +44.4% | -63.3% | -44.9% |
| 3Y | +33.5% | +61.1% | -27.6% | -23.3% |
| 5Y | +3.2% | +18.5% | -15.4% | -16.3% |
| All | +966.1% | +125.2% | +840.9% | +471.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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