+6,802.6%
MELI vs IEF
+78.3%
+6,724.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +0.7% |
| 7D | -4.3% | -1.2% | -3.1% | -5.5% |
| 30D | -1.7% | -1.5% | -0.3% | -3.4% |
| 3M | +20.0% | -1.7% | +21.7% | +17.6% |
| 6M | +9.4% | -3.5% | +12.9% | +4.7% |
| YTD | -5.4% | -2.6% | -2.7% | -8.5% |
| 1Y | -18.8% | -2.4% | -16.5% | -21.2% |
| 3Y | +33.5% | +8.9% | +24.5% | +46.7% |
| 5Y | +3.2% | -9.2% | +12.4% | -19.7% |
| 10Y | +967.9% | +3.9% | +964.1% | +995.3% |
| All | +6,802.6% | +78.3% | +6,724.2% | +41,315.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling