+50.4%
FERG vs MELI
+31.9%
+18.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.8% |
| 7D | -2.6% | -4.1% | +1.5% | -1.9% |
| 30D | -8.9% | +3.8% | -12.7% | -9.6% |
| 3M | -2.0% | +17.8% | -19.9% | -5.2% |
| 6M | -3.2% | +7.4% | -10.6% | -5.0% |
| YTD | +1.5% | -5.8% | +7.3% | +1.4% |
| 1Y | +0.5% | -18.9% | +19.3% | +2.6% |
| 3Y | +50.4% | +33.3% | +17.1% | +35.9% |
| All | +50.4% | +31.9% | +18.6% | +35.9% |
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