+6,770.4%
MELI vs IYR
+170.7%
+6,599.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.2% | -1.1% |
| 7D | -4.1% | -1.4% | -2.7% | -3.1% |
| 30D | +3.8% | -2.7% | +6.4% | +6.0% |
| 3M | +17.8% | -2.1% | +20.0% | +19.5% |
| 6M | +7.4% | +3.6% | +3.8% | +4.2% |
| YTD | -5.8% | +8.1% | -13.9% | -11.9% |
| 1Y | -18.9% | +4.7% | -23.6% | -22.4% |
| 3Y | +33.3% | +29.1% | +4.2% | +5.9% |
| 5Y | +2.7% | +6.9% | -4.2% | -1.7% |
| 10Y | +962.9% | +69.0% | +894.0% | +601.8% |
| All | +6,770.4% | +170.7% | +6,599.7% | +3,128.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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