+2.4%
MELI vs IWF
+73.7%
-71.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.2% | -1.5% |
| 7D | -4.1% | -0.9% | -3.2% | -2.9% |
| 30D | +3.8% | -1.7% | +5.5% | +5.8% |
| 3M | +17.8% | +0.7% | +17.2% | +15.3% |
| 6M | +7.4% | +8.6% | -1.1% | -5.3% |
| YTD | -5.8% | +3.5% | -9.3% | -11.6% |
| 1Y | -18.9% | +7.0% | -25.9% | -27.3% |
| 3Y | +33.3% | +76.3% | -43.0% | -50.4% |
| All | +2.4% | +73.7% | -71.2% | -57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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