+31.9%
MELI vs IBB
+63.1%
-31.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | -2.2% |
| 7D | -6.5% | -3.9% | -2.6% | -4.8% |
| 30D | +2.8% | +2.7% | +0.1% | +1.6% |
| 3M | +14.3% | +21.4% | -7.0% | +4.5% |
| 6M | +6.0% | +20.1% | -14.0% | -2.8% |
| YTD | -6.8% | +21.9% | -28.7% | -15.2% |
| 1Y | -20.9% | +44.1% | -65.1% | -33.2% |
| All | +31.9% | +63.1% | -31.2% | -4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling