+614.0%
AXP vs MELI
+6,890.5%
-6,276.6%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.5% | +0.5% |
| 7D | -0.6% | -10.3% | +9.7% | +2.0% |
| 30D | +5.0% | -21.1% | +26.1% | +11.3% |
| 3M | -4.2% | -18.3% | +14.1% | +0.1% |
| 6M | +2.9% | -8.7% | +11.7% | +4.3% |
| YTD | -11.6% | -26.0% | +14.4% | -6.1% |
| 1Y | -11.1% | -28.8% | +17.7% | -4.9% |
| 3Y | +116.7% | +8.4% | +108.3% | +101.1% |
| 5Y | +89.6% | -6.4% | +96.0% | +69.0% |
| 10Y | +428.4% | +818.3% | -389.9% | +110.9% |
| All | +614.0% | +6,890.5% | -6,276.6% | +13.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling