+75.5%
ASML vs MELI
-8.2%
+83.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.3% | +6.3% | +5.5% |
| 7D | -9.0% | -7.1% | -2.0% | -6.8% |
| 30D | -21.0% | -19.4% | -1.6% | -15.2% |
| 3M | -16.3% | -17.5% | +1.2% | -11.6% |
| 6M | -7.5% | -18.0% | +10.5% | -3.4% |
| YTD | +34.0% | -25.0% | +59.0% | +43.8% |
| 1Y | +39.3% | -29.1% | +68.3% | +52.2% |
| 3Y | +128.9% | +9.8% | +119.0% | +101.7% |
| All | +75.5% | -8.2% | +83.6% | +44.4% |
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