-33.5%
MELI vs SOXQ
+29.4%
-62.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.0% | -12.1% | +0.1% | -10.8% |
| 7D | -7.8% | -21.6% | +13.8% | -6.0% |
| 30D | -17.6% | -31.7% | +14.1% | -15.3% |
| 3M | -20.4% | -24.8% | +4.4% | -18.6% |
| 6M | -15.8% | -17.7% | +1.9% | -18.8% |
| YTD | -24.0% | +27.7% | -51.8% | -39.7% |
| 1Y | -33.5% | +26.0% | -59.5% | -47.4% |
| All | -33.5% | +29.4% | -62.9% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 1y: compounded portfolio wealth divided by compounded SOXQ 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…
1y analysis · Full analysis span regression · 6 months rolling