-0.4%
MELI vs IWD
+72.9%
-73.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -1.7% |
| 7D | -6.5% | -1.2% | -5.3% | -4.7% |
| 30D | +2.8% | -1.6% | +4.5% | +5.6% |
| 3M | +14.3% | +7.0% | +7.3% | +2.6% |
| 6M | +6.0% | +17.0% | -10.9% | -17.8% |
| YTD | -6.8% | +21.6% | -28.5% | -32.3% |
| 1Y | -20.9% | +28.0% | -48.9% | -47.2% |
| 3Y | +31.4% | +70.6% | -39.2% | -51.0% |
| 5Y | -0.4% | +73.3% | -73.7% | -60.3% |
| All | -0.4% | +72.9% | -73.3% | -60.3% |
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 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