+82.7%
ASML vs MELI
-7.0%
+89.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.5% |
| 7D | +4.9% | -1.2% | +6.2% | +5.4% |
| 30D | -9.3% | -18.9% | +9.6% | -2.8% |
| 3M | -19.0% | -18.4% | -0.6% | -14.0% |
| 6M | -5.2% | -4.5% | -0.7% | -5.6% |
| YTD | +40.6% | -26.0% | +66.6% | +51.5% |
| 1Y | +47.5% | -26.6% | +74.1% | +59.2% |
| 3Y | +133.9% | +8.2% | +125.7% | +107.3% |
| All | +82.7% | -7.0% | +89.7% | +47.2% |
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