-23.9%
DIS vs MELI
-6.4%
-17.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | 0.0% |
| 7D | +0.6% | -13.1% | +13.7% | +3.9% |
| 30D | +10.3% | -20.1% | +30.4% | +16.1% |
| 3M | +15.6% | -22.1% | +37.6% | +22.2% |
| 6M | +15.1% | -2.9% | +18.0% | +15.1% |
| YTD | +6.0% | -24.9% | +30.9% | +11.8% |
| 1Y | +5.7% | -28.0% | +33.7% | +12.4% |
| 3Y | +39.8% | +10.0% | +29.8% | +27.7% |
| 5Y | -23.9% | -4.1% | -19.7% | -35.7% |
| All | -23.9% | -6.4% | -17.5% | -35.7% |
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