+5,367.8%
MELI vs QLD
+5,449.7%
-82.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.5% | -3.9% | -3.1% |
| 7D | -7.1% | -10.3% | +3.2% | +0.1% |
| 30D | -19.4% | -26.1% | +6.7% | -1.7% |
| 3M | -17.5% | -17.8% | +0.3% | -7.2% |
| 6M | -18.0% | -15.6% | -2.4% | -12.9% |
| YTD | -25.0% | +5.4% | -30.4% | -32.6% |
| 1Y | -29.1% | +5.2% | -34.3% | -36.3% |
| 3Y | +9.8% | +139.4% | -129.6% | -51.5% |
| 5Y | -7.3% | +66.7% | -74.1% | -47.5% |
| 10Y | +807.8% | +1,422.1% | -614.3% | -13.1% |
| All | +5,367.8% | +5,449.7% | -82.0% | +63.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling