+2.4%
MELI vs AEIS
+232.6%
-230.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.9% | -5.4% | -2.1% |
| 7D | -4.1% | +2.3% | -6.4% | -5.0% |
| 30D | +3.8% | -14.8% | +18.6% | +8.6% |
| 3M | +17.8% | -15.6% | +33.4% | +19.8% |
| 6M | +7.4% | -8.7% | +16.1% | +2.3% |
| YTD | -5.8% | +37.3% | -43.1% | -27.9% |
| 1Y | -18.9% | +80.3% | -99.2% | -47.0% |
| 3Y | +33.3% | +177.9% | -144.6% | -39.7% |
| All | +2.4% | +232.6% | -230.2% | -63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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