+6,770.4%
MELI vs IJR
+455.7%
+6,314.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -1.0% |
| 7D | -4.1% | -2.2% | -1.9% | -1.8% |
| 30D | +3.8% | -4.6% | +8.4% | +9.2% |
| 3M | +17.8% | +0.2% | +17.6% | +17.2% |
| 6M | +7.4% | +14.7% | -7.3% | -8.0% |
| YTD | -5.8% | +18.9% | -24.7% | -22.7% |
| 1Y | -18.9% | +19.9% | -38.8% | -34.3% |
| 3Y | +33.3% | +53.0% | -19.7% | -22.7% |
| 5Y | +2.7% | +40.9% | -38.2% | -30.1% |
| 10Y | +962.9% | +171.1% | +791.9% | +197.9% |
| All | +6,770.4% | +455.7% | +6,314.7% | +818.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling