+36.2%
MELI vs SOXQ
+286.7%
-250.4%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -23.2% |
| YTD | -5.8% | +67.2% | -73.0% | -38.0% |
| 1Y | -18.9% | +98.0% | -116.9% | -52.9% |
| 3Y | +33.3% | +237.2% | -203.8% | -57.2% |
| 5Y | +2.7% | +261.3% | -258.6% | -68.5% |
| All | +36.2% | +286.7% | -250.4% | -59.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling