-42.2%
DIS vs MELI
-1.3%
-40.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | -0.2% |
| 7D | -3.5% | -6.5% | +3.0% | -1.9% |
| 30D | +1.0% | +2.8% | -1.9% | +0.2% |
| 3M | +5.7% | +14.3% | -8.6% | +2.0% |
| 6M | +3.3% | +6.0% | -2.8% | +1.0% |
| YTD | -7.7% | -6.8% | -0.9% | -7.3% |
| 1Y | -10.0% | -20.9% | +11.0% | -6.4% |
| 3Y | +31.7% | +31.4% | +0.3% | +15.8% |
| 5Y | -42.2% | -0.4% | -41.8% | -53.3% |
| All | -42.2% | -1.3% | -40.9% | -53.3% |
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 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