+617.7%
AXP vs MELI
+9,180.3%
-8,562.6%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.9% |
| 7D | -2.1% | +0.6% | -2.7% | -2.3% |
| 30D | -6.5% | +2.9% | -9.4% | -7.5% |
| 3M | +4.6% | +21.0% | -16.4% | -0.8% |
| 6M | +5.4% | +11.8% | -6.4% | +1.5% |
| YTD | -11.1% | -1.8% | -9.3% | -11.8% |
| 1Y | -0.3% | -18.2% | +17.9% | +3.0% |
| 3Y | +111.6% | +39.2% | +72.4% | +84.9% |
| 5Y | +117.6% | +1.7% | +115.9% | +90.2% |
| 10Y | +474.1% | +967.1% | -492.9% | +122.2% |
| All | +617.7% | +9,180.3% | -8,562.6% | +6.5% |
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 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