-21.6%
ISRG vs MELI
-28.4%
+6.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.5% |
| 7D | -2.0% | -1.2% | -0.8% | -1.7% |
| 30D | +5.6% | -18.9% | +24.5% | +11.2% |
| 3M | +10.5% | -18.4% | +29.0% | +16.0% |
| 6M | +2.6% | -4.5% | +7.1% | +3.7% |
| YTD | -21.7% | -26.0% | +4.3% | -17.5% |
| 1Y | -21.6% | -26.6% | +5.0% | -17.4% |
| All | -21.6% | -28.4% | +6.9% | -17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling