-24.5%
MELI vs AEM
+17.3%
-41.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +9.7% | -5.0% | +2.8% |
| 7D | +4.0% | +0.2% | +3.8% | +3.7% |
| 30D | -6.5% | +0.1% | -6.6% | -6.8% |
| 3M | -7.9% | +22.1% | -29.9% | -11.4% |
| 6M | -4.1% | +2.4% | -6.5% | -5.2% |
| YTD | -13.6% | +8.9% | -22.5% | -20.8% |
| 1Y | -24.5% | +18.7% | -43.2% | -35.3% |
| All | -24.5% | +17.3% | -41.8% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 1y: compounded portfolio wealth divided by compounded AEM 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…
1y analysis · Full analysis span regression · 6 months rolling