+2.9%
MELI vs A
-16.5%
+19.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +2.2% |
| 7D | -4.3% | -4.6% | +0.3% | -1.8% |
| 30D | -1.7% | -4.3% | +2.5% | +0.5% |
| 3M | +20.0% | +8.9% | +11.1% | +14.1% |
| 6M | +9.4% | +24.5% | -15.1% | -4.3% |
| YTD | -5.4% | +5.8% | -11.2% | -9.5% |
| 1Y | -18.8% | +16.2% | -35.1% | -27.7% |
| 3Y | +33.5% | +28.5% | +5.0% | -3.2% |
| All | +2.9% | -16.5% | +19.4% | +9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling