+1,574.4%
ISRG vs MELI
+9,180.3%
-7,605.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | -1.6% | +0.6% | -2.2% | -1.8% |
| 30D | -2.3% | +2.9% | -5.2% | -3.2% |
| 3M | -12.4% | +21.0% | -33.5% | -16.9% |
| 6M | -26.8% | +11.8% | -38.7% | -29.4% |
| YTD | -35.3% | -1.8% | -33.5% | -35.7% |
| 1Y | -19.3% | -18.2% | -1.1% | -16.6% |
| 3Y | +18.1% | +39.2% | -21.0% | +3.9% |
| 5Y | +2.6% | +1.7% | +1.0% | -8.9% |
| 10Y | +379.4% | +967.1% | -587.6% | +114.4% |
| All | +1,574.4% | +9,180.3% | -7,605.8% | +226.2% |
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