+2.4%
MELI vs IBN
+58.3%
-55.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.3% | -1.7% |
| 7D | -4.1% | -3.0% | -1.1% | -2.2% |
| 30D | +3.8% | -1.5% | +5.3% | +4.7% |
| 3M | +17.8% | +7.9% | +9.9% | +11.9% |
| 6M | +7.4% | +8.6% | -1.2% | +1.5% |
| YTD | -5.8% | -0.6% | -5.3% | -6.4% |
| 1Y | -18.9% | -7.3% | -11.5% | -16.1% |
| 3Y | +33.3% | +26.2% | +7.1% | +2.6% |
| All | +2.4% | +58.3% | -55.9% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 5y: compounded portfolio wealth divided by compounded IBN 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…
5y analysis · Full analysis span regression · 6 months rolling