+2.4%
MELI vs SOXQ
+258.1%
-255.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.2% | -1.4% |
| 7D | -4.1% | +0.8% | -4.9% | -4.6% |
| 30D | +3.8% | -4.6% | +8.3% | +5.8% |
| 3M | +17.8% | -10.2% | +28.0% | +20.3% |
| 6M | +7.4% | +49.7% | -42.2% | -23.4% |
| YTD | -5.8% | +67.2% | -73.0% | -38.2% |
| 1Y | -18.9% | +98.0% | -116.9% | -53.1% |
| 3Y | +33.3% | +237.2% | -203.8% | -57.9% |
| All | +2.4% | +258.1% | -255.7% | -69.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling