+835.7%
XBI vs MELI
+8,800.3%
-7,964.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | -4.6% | -4.1% | -0.6% | -3.7% |
| 30D | -2.0% | +3.8% | -5.8% | -3.0% |
| 3M | +17.8% | +17.8% | -0.1% | +12.6% |
| 6M | +23.7% | +7.4% | +16.3% | +20.6% |
| YTD | +28.2% | -5.8% | +34.0% | +28.4% |
| 1Y | +64.0% | -18.9% | +82.8% | +69.3% |
| 3Y | +99.4% | +33.3% | +66.1% | +77.0% |
| 5Y | +19.3% | +2.7% | +16.6% | +6.1% |
| 10Y | +158.7% | +962.9% | -804.2% | +27.9% |
| All | +835.7% | +8,800.3% | -7,964.7% | +179.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling