+407.0%
AXP vs MELI
+859.5%
-452.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.6% |
| 7D | -0.1% | -1.2% | +1.1% | +0.1% |
| 30D | +4.4% | -18.9% | +23.3% | +8.8% |
| 3M | -6.4% | -18.4% | +12.0% | -2.9% |
| 6M | +4.2% | -4.5% | +8.7% | +4.3% |
| YTD | -12.4% | -26.0% | +13.6% | -8.0% |
| 1Y | -11.1% | -26.6% | +15.5% | -6.7% |
| 3Y | +114.9% | +8.2% | +106.7% | +103.4% |
| 5Y | +87.4% | -6.6% | +94.0% | +70.7% |
| All | +407.0% | +859.5% | -452.5% | +186.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling