+91.3%
ABBV vs MELI
+31.9%
+59.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.8% |
| 7D | +0.3% | -4.1% | +4.4% | +0.3% |
| 30D | +3.4% | +3.8% | -0.4% | +3.3% |
| 3M | +15.2% | +17.8% | -2.6% | +15.2% |
| 6M | +14.7% | +7.4% | +7.2% | +14.6% |
| YTD | +15.2% | -5.8% | +21.0% | +15.1% |
| 1Y | +20.4% | -18.9% | +39.2% | +20.2% |
| 3Y | +91.3% | +33.3% | +58.0% | +86.5% |
| All | +91.3% | +31.9% | +59.5% | +86.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling