+6,770.4%
MELI vs IBKR
+1,820.6%
+4,949.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.6% | -1.6% |
| 7D | -4.1% | -1.3% | -2.7% | -3.4% |
| 30D | +3.8% | -0.2% | +4.0% | +3.2% |
| 3M | +17.8% | +3.0% | +14.9% | +13.9% |
| 6M | +7.4% | +33.9% | -26.4% | -10.7% |
| YTD | -5.8% | +42.5% | -48.3% | -25.1% |
| 1Y | -18.9% | +44.9% | -63.7% | -36.4% |
| 3Y | +33.3% | +293.0% | -259.7% | -45.1% |
| 5Y | +2.7% | +497.7% | -494.9% | -67.1% |
| 10Y | +962.9% | +1,004.4% | -41.5% | +115.3% |
| All | +6,770.4% | +1,820.6% | +4,949.8% | +613.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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