+1,009.3%
MELI vs IJH
+181.9%
+827.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +1.1% |
| 7D | -3.9% | -2.7% | -1.2% | -1.1% |
| 30D | +3.0% | -6.2% | +9.2% | +10.1% |
| 3M | +19.5% | -2.7% | +22.3% | +22.6% |
| 6M | +13.8% | +10.8% | +3.0% | +1.2% |
| YTD | -5.7% | +12.3% | -18.0% | -17.5% |
| 1Y | -18.8% | +13.6% | -32.4% | -30.0% |
| 3Y | +37.4% | +48.2% | -10.8% | -15.2% |
| 5Y | +2.4% | +48.4% | -46.0% | -32.5% |
| 10Y | +1,009.3% | +182.8% | +826.5% | +322.1% |
| All | +1,009.3% | +181.9% | +827.4% | +322.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 10y: compounded portfolio wealth divided by compounded IJH 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…
10y analysis · Full analysis span regression · 6 months rolling