+3.8%
MELI vs QLD
+121.2%
-117.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -1.0% | -0.8% |
| 7D | +0.6% | +0.6% | +0.1% | +0.2% |
| 30D | +2.9% | -0.1% | +3.0% | +2.6% |
| 3M | +21.0% | -8.4% | +29.4% | +24.0% |
| 6M | +11.8% | +32.2% | -20.4% | -11.1% |
| YTD | -1.8% | +28.9% | -30.7% | -20.9% |
| 1Y | -18.2% | +43.8% | -62.0% | -39.2% |
| 3Y | +39.2% | +176.6% | -137.4% | -44.7% |
| All | +3.8% | +121.2% | -117.4% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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