+7.4%
MELI vs IEF
-3.5%
+10.9%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | 0.0% |
| 7D | -4.1% | -1.3% | -2.7% | -0.5% |
| 30D | +3.8% | -1.7% | +5.5% | +8.9% |
| 3M | +17.8% | -2.5% | +20.4% | +26.5% |
| 6M | +7.4% | -3.3% | +10.7% | +18.5% |
| All | +7.4% | -3.5% | +10.9% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 6mo: compounded portfolio wealth divided by compounded IEF 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…
6mo analysis · Full analysis span regression · 6 months rolling