+2.4%
MELI vs INDA
+5.7%
-3.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.4% | -1.6% |
| 7D | -4.1% | -2.7% | -1.4% | -1.0% |
| 30D | +3.8% | -2.8% | +6.5% | +7.2% |
| 3M | +17.8% | +1.6% | +16.2% | +15.5% |
| 6M | +7.4% | -1.4% | +8.9% | +9.0% |
| YTD | -5.8% | -10.1% | +4.3% | +6.4% |
| 1Y | -18.9% | -8.8% | -10.1% | -10.5% |
| 3Y | +33.3% | +7.6% | +25.7% | +5.9% |
| All | +2.4% | +5.7% | -3.3% | -14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling