+20.5%
BMY vs MELI
+31.9%
-11.3%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | -4.8% | -4.1% | -0.7% | -4.7% |
| 30D | -0.1% | +3.8% | -3.9% | -0.1% |
| 3M | +13.1% | +17.8% | -4.7% | +13.0% |
| 6M | +8.4% | +7.4% | +1.0% | +8.3% |
| YTD | +22.0% | -5.8% | +27.8% | +21.7% |
| 1Y | +40.3% | -18.9% | +59.1% | +39.9% |
| 3Y | +20.5% | +33.3% | -12.8% | +14.3% |
| All | +20.5% | +31.9% | -11.3% | +14.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling