+6,802.6%
MELI vs IWF
+937.0%
+5,865.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +3.0% |
| 7D | -4.3% | -1.7% | -2.6% | -1.8% |
| 30D | -1.7% | -1.8% | +0.1% | +0.6% |
| 3M | +20.0% | +1.5% | +18.6% | +15.6% |
| 6M | +9.4% | +7.7% | +1.7% | -3.8% |
| YTD | -5.4% | +2.7% | -8.1% | -11.0% |
| 1Y | -18.8% | +6.8% | -25.6% | -28.1% |
| 3Y | +33.5% | +76.9% | -43.4% | -49.8% |
| 5Y | +3.2% | +73.4% | -70.2% | -55.7% |
| 10Y | +967.9% | +416.4% | +551.5% | -18.2% |
| All | +6,802.6% | +937.0% | +5,865.6% | +115.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling