+158.8%
B vs MELI
-1.3%
+160.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.6% | +3.7% | +1.4% |
| 7D | +1.0% | -6.5% | +7.5% | +1.7% |
| 30D | +9.5% | +2.8% | +6.6% | +9.1% |
| 3M | +14.3% | +14.3% | 0.0% | +12.7% |
| 6M | -1.9% | +6.0% | -7.9% | -2.8% |
| YTD | +4.1% | -6.8% | +10.9% | +4.3% |
| 1Y | +56.1% | -20.9% | +77.0% | +58.2% |
| 3Y | +202.0% | +31.4% | +170.6% | +189.4% |
| 5Y | +158.8% | -0.4% | +159.2% | +131.2% |
| All | +158.8% | -1.3% | +160.1% | +131.2% |
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