+15.8%
ISRG vs MELI
+33.9%
-18.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.6% | -1.9% | -3.8% |
| 7D | -5.2% | -1.9% | -3.3% | -4.7% |
| 30D | -7.6% | +5.8% | -13.4% | -9.2% |
| 3M | -16.4% | +19.5% | -35.8% | -20.3% |
| 6M | -28.6% | +7.7% | -36.3% | -30.5% |
| YTD | -38.2% | -4.4% | -33.8% | -38.2% |
| 1Y | -25.5% | -17.9% | -7.6% | -23.0% |
| All | +15.8% | +33.9% | -18.0% | -6.8% |
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