-18.9%
MELI vs IWD
+28.9%
-47.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -1.4% |
| 7D | -4.1% | -0.8% | -3.3% | -3.3% |
| 30D | +3.8% | -0.8% | +4.6% | +4.7% |
| 3M | +17.8% | +6.9% | +10.9% | +9.9% |
| 6M | +7.4% | +18.3% | -10.9% | -12.3% |
| YTD | -5.8% | +22.4% | -28.2% | -26.5% |
| 1Y | -18.9% | +27.4% | -46.3% | -39.6% |
| All | -18.9% | +28.9% | -47.8% | -39.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling