+961.1%
MELI vs IWD
+203.8%
+757.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -1.5% |
| 7D | -4.1% | -0.8% | -3.3% | -3.2% |
| 30D | +3.8% | -0.8% | +4.6% | +4.9% |
| 3M | +17.8% | +6.9% | +10.9% | +8.7% |
| 6M | +7.4% | +18.3% | -10.9% | -12.2% |
| YTD | -5.8% | +22.4% | -28.2% | -26.1% |
| 1Y | -18.9% | +27.4% | -46.3% | -39.3% |
| 3Y | +33.3% | +71.2% | -37.8% | -31.2% |
| 5Y | +2.7% | +75.7% | -73.0% | -45.2% |
| All | +961.1% | +203.8% | +757.3% | +238.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 10y: compounded portfolio wealth divided by compounded IWD 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…
10y analysis · Full analysis span regression · 6 months rolling