+22.6%
MCD vs MELI
-7.5%
+30.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -0.2% |
| 7D | -1.6% | -3.6% | +2.0% | -1.3% |
| 30D | +16.0% | -21.4% | +37.4% | +18.0% |
| 3M | 0.0% | -19.3% | +19.3% | +1.4% |
| 6M | +0.9% | -6.6% | +7.5% | +1.2% |
| YTD | -8.7% | -26.8% | +18.1% | -7.2% |
| 1Y | -8.6% | -29.9% | +21.3% | -6.8% |
| 3Y | +9.9% | +7.3% | +2.5% | +7.1% |
| 5Y | +22.6% | -7.6% | +30.3% | +18.8% |
| All | +22.6% | -7.5% | +30.2% | +18.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling