+19.9%
XBI vs MELI
+2.1%
+17.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | -4.6% | -4.1% | -0.6% | -3.4% |
| 30D | -2.0% | +3.8% | -5.8% | -3.2% |
| 3M | +17.8% | +17.8% | -0.1% | +11.1% |
| 6M | +23.7% | +7.4% | +16.3% | +19.5% |
| YTD | +28.2% | -5.8% | +34.0% | +28.3% |
| 1Y | +64.0% | -18.9% | +82.8% | +70.6% |
| 3Y | +99.4% | +33.3% | +66.1% | +66.4% |
| All | +19.9% | +2.1% | +17.8% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MELI.
Daily Out/Under-Performance
Portfolio return minus MELI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MELI 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 MELI 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