+2.4%
MELI vs IVZ
+61.1%
-58.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.0% |
| 7D | -4.1% | -2.4% | -1.7% | -3.0% |
| 30D | +3.8% | +3.0% | +0.7% | +2.1% |
| 3M | +17.8% | +14.9% | +3.0% | +8.9% |
| 6M | +7.4% | +36.7% | -29.3% | -10.0% |
| YTD | -5.8% | +25.7% | -31.5% | -18.3% |
| 1Y | -18.9% | +47.7% | -66.6% | -35.9% |
| 3Y | +33.3% | +138.8% | -105.5% | -27.4% |
| All | +2.4% | +61.1% | -58.7% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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