+6,875.0%
MELI vs IWD
+381.7%
+6,493.3%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.8% | -1.6% |
| 7D | -1.9% | -0.2% | -1.7% | -1.7% |
| 30D | +5.8% | -0.8% | +6.6% | +7.0% |
| 3M | +19.5% | +8.0% | +11.5% | +7.7% |
| 6M | +7.7% | +18.2% | -10.4% | -13.9% |
| YTD | -4.4% | +22.3% | -26.7% | -27.0% |
| 1Y | -17.9% | +28.9% | -46.8% | -41.6% |
| 3Y | +34.9% | +71.5% | -36.7% | -35.6% |
| 5Y | +1.1% | +73.6% | -72.5% | -48.9% |
| 10Y | +955.8% | +194.7% | +761.1% | +152.8% |
| All | +6,875.0% | +381.7% | +6,493.3% | +920.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling