+147.1%
AMAT vs MELI
-8.5%
+155.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +1.5% | +9.9% | +10.9% |
| 7D | -1.1% | -8.6% | +7.5% | +2.0% |
| 30D | -26.9% | -18.9% | -8.0% | -21.9% |
| 3M | -31.2% | -15.8% | -15.4% | -28.1% |
| 6M | -14.7% | -6.1% | -8.6% | -14.8% |
| YTD | +44.7% | -23.9% | +68.6% | +53.4% |
| 1Y | +62.0% | -27.3% | +89.3% | +74.3% |
| 3Y | +165.0% | +14.3% | +150.7% | +128.1% |
| 5Y | +147.1% | -10.4% | +157.5% | +100.7% |
| All | +147.1% | -8.5% | +155.6% | +100.7% |
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