+1,908.6%
ISRG vs MELI
+6,819.5%
-4,910.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.3% | -1.5% |
| 7D | -6.1% | -3.6% | -2.5% | -5.2% |
| 30D | +4.2% | -21.4% | +25.6% | +10.8% |
| 3M | +9.6% | -19.3% | +28.9% | +15.5% |
| 6M | +1.9% | -6.6% | +8.4% | +3.0% |
| YTD | -22.3% | -26.8% | +4.4% | -16.9% |
| 1Y | -23.2% | -29.9% | +6.7% | -17.0% |
| 3Y | +58.5% | +7.3% | +51.2% | +48.8% |
| 5Y | +23.9% | -7.6% | +31.6% | +12.9% |
| 10Y | +536.7% | +848.9% | -312.2% | +194.1% |
| All | +1,908.6% | +6,819.5% | -4,910.8% | +321.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling