+8.2%
MELI vs IWD
+85.1%
-76.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +0.9% |
| 7D | -1.2% | +2.3% | -3.5% | -3.3% |
| 30D | -18.9% | +3.6% | -22.5% | -21.1% |
| 3M | -18.4% | +2.2% | -20.6% | -19.6% |
| 6M | -4.5% | +13.0% | -17.5% | -13.9% |
| YTD | -26.0% | +26.5% | -52.5% | -39.7% |
| 1Y | -26.6% | +30.1% | -56.7% | -41.6% |
| 3Y | +8.2% | +84.9% | -76.7% | -36.6% |
| All | +8.2% | +85.1% | -76.9% | -36.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling