+6,694.3%
MELI vs IVZ
+164.7%
+6,529.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.8% | -2.2% |
| 7D | -6.5% | +1.2% | -7.7% | -7.1% |
| 30D | +2.8% | +1.8% | +1.1% | +1.6% |
| 3M | +14.3% | +15.7% | -1.4% | +4.6% |
| 6M | +6.0% | +36.3% | -30.3% | -11.7% |
| YTD | -6.8% | +24.9% | -31.8% | -19.5% |
| 1Y | -20.9% | +48.9% | -69.9% | -38.1% |
| 3Y | +31.4% | +136.8% | -105.4% | -24.9% |
| 5Y | -0.4% | +60.0% | -60.3% | -29.8% |
| 10Y | +951.2% | +63.4% | +887.8% | +515.3% |
| All | +6,694.3% | +164.7% | +6,529.6% | +2,399.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling