-8.7%
MELI vs IWD
+72.9%
-81.6%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +0.8% |
| 7D | -1.2% | +2.3% | -3.5% | -4.7% |
| 30D | -18.9% | +3.6% | -22.5% | -22.9% |
| 3M | -18.4% | +2.2% | -20.6% | -20.7% |
| 6M | -4.5% | +13.0% | -17.5% | -21.1% |
| YTD | -26.0% | +26.5% | -52.5% | -49.3% |
| 1Y | -26.6% | +30.1% | -56.7% | -52.0% |
| 3Y | +8.2% | +84.9% | -76.7% | -65.5% |
| All | -8.7% | +72.9% | -81.6% | -63.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling