+440.3%
AXP vs MELI
+821.3%
-381.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.7% |
| 7D | -1.1% | -8.6% | +7.5% | +0.6% |
| 30D | +5.2% | -18.9% | +24.1% | +9.6% |
| 3M | -4.6% | -15.8% | +11.2% | -1.7% |
| 6M | +3.2% | -6.1% | +9.3% | +3.8% |
| YTD | -11.3% | -23.9% | +12.6% | -7.5% |
| 1Y | -11.0% | -27.3% | +16.3% | -6.4% |
| 3Y | +120.2% | +14.3% | +105.9% | +106.2% |
| 5Y | +91.7% | -10.4% | +102.1% | +75.8% |
| 10Y | +440.3% | +789.7% | -349.3% | +222.5% |
| All | +440.3% | +821.3% | -381.0% | +222.5% |
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 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