+40.9%
DUK vs MELI
+2.1%
+38.9%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | -0.7% | -4.1% | +3.4% | -0.6% |
| 30D | -2.4% | +3.8% | -6.2% | -2.5% |
| 3M | -3.0% | +17.8% | -20.8% | -3.4% |
| 6M | -6.6% | +7.4% | -14.0% | -6.8% |
| YTD | +4.6% | -5.8% | +10.4% | +4.5% |
| 1Y | +1.2% | -18.9% | +20.1% | +1.5% |
| 3Y | +45.7% | +33.3% | +12.3% | +43.4% |
| All | +40.9% | +2.1% | +38.9% | +32.5% |
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 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