+127.8%
AAPL vs MELI
+2.1%
+125.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.9% |
| 7D | +3.8% | -4.1% | +7.9% | +4.8% |
| 30D | +9.9% | +3.8% | +6.2% | +8.9% |
| 3M | +12.5% | +17.8% | -5.4% | +8.0% |
| 6M | +27.6% | +7.4% | +20.2% | +24.4% |
| YTD | +22.6% | -5.8% | +28.4% | +22.5% |
| 1Y | +45.0% | -18.9% | +63.8% | +49.3% |
| 3Y | +87.8% | +33.3% | +54.4% | +65.5% |
| All | +127.8% | +2.1% | +125.7% | +93.6% |
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