+18.3%
MDLZ vs MELI
-1.5%
+19.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.6% | +3.9% | +1.5% |
| 7D | 0.0% | -6.5% | +6.4% | +0.4% |
| 30D | +1.4% | +2.8% | -1.4% | +1.2% |
| 3M | 0.0% | +14.3% | -14.3% | -1.0% |
| 6M | +9.1% | +6.0% | +3.1% | +8.4% |
| YTD | +17.9% | -6.8% | +24.8% | +18.0% |
| 1Y | +3.2% | -20.9% | +24.2% | +4.2% |
| 3Y | -2.5% | +31.4% | -33.9% | -6.3% |
| All | +18.3% | -1.5% | +19.8% | +11.9% |
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