+33.3%
MELI vs INDA
+7.9%
+25.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.4% | -1.0% |
| 7D | -4.1% | -2.7% | -1.4% | -2.5% |
| 30D | +3.8% | -2.8% | +6.5% | +5.6% |
| 3M | +17.8% | +1.6% | +16.2% | +16.8% |
| 6M | +7.4% | -1.4% | +8.9% | +8.2% |
| YTD | -5.8% | -10.1% | +4.3% | -0.8% |
| 1Y | -18.9% | -8.8% | -10.1% | -15.3% |
| 3Y | +33.3% | +7.6% | +25.7% | +10.9% |
| All | +33.3% | +7.9% | +25.5% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 3y: compounded portfolio wealth divided by compounded INDA 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…
3y analysis · Full analysis span regression · 6 months rolling