-18.2%
MELI vs IJR
+25.5%
-43.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.9% |
| 7D | +0.6% | -0.2% | +0.8% | +0.7% |
| 30D | +2.9% | -2.4% | +5.3% | +4.6% |
| 3M | +21.0% | +3.9% | +17.1% | +17.3% |
| 6M | +11.8% | +12.4% | -0.6% | +1.3% |
| YTD | -1.8% | +21.5% | -23.3% | -15.5% |
| 1Y | -18.2% | +24.0% | -42.2% | -32.0% |
| All | -18.2% | +25.5% | -43.7% | -32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 1y: compounded portfolio wealth divided by compounded IJR 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…
1y analysis · Full analysis span regression · 6 months rolling