+34.0%
MELI vs A
+28.1%
+5.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.8% |
| 7D | -4.3% | -4.6% | +0.3% | -3.3% |
| 30D | -1.7% | -4.3% | +2.5% | -0.9% |
| 3M | +20.0% | +8.9% | +11.1% | +17.8% |
| 6M | +9.4% | +24.5% | -15.1% | +4.4% |
| YTD | -5.4% | +5.8% | -11.2% | -7.1% |
| 1Y | -18.8% | +16.2% | -35.1% | -21.8% |
| All | +34.0% | +28.1% | +5.8% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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