+8.2%
MELI vs IBB
+86.1%
-77.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.3% |
| 7D | -1.2% | -0.5% | -0.7% | -1.0% |
| 30D | -18.9% | +4.6% | -23.5% | -20.2% |
| 3M | -18.4% | +6.8% | -25.2% | -20.5% |
| 6M | -4.5% | +23.1% | -27.6% | -12.7% |
| YTD | -26.0% | +26.0% | -52.0% | -33.0% |
| 1Y | -26.6% | +30.4% | -56.9% | -34.5% |
| 3Y | +8.2% | +85.4% | -77.2% | -15.9% |
| All | +8.2% | +86.1% | -77.9% | -15.9% |
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