+961.1%
MELI vs AEM
+378.0%
+583.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.3% | -0.8% |
| 7D | -4.1% | -2.1% | -2.0% | -3.7% |
| 30D | +3.8% | +8.4% | -4.7% | +2.2% |
| 3M | +17.8% | +27.3% | -9.4% | +12.4% |
| 6M | +7.4% | -9.7% | +17.1% | +8.5% |
| YTD | -5.8% | +19.0% | -24.8% | -9.9% |
| 1Y | -18.9% | +31.5% | -50.3% | -24.2% |
| 3Y | +33.3% | +338.7% | -305.4% | -3.8% |
| 5Y | +2.7% | +307.4% | -304.7% | -26.6% |
| All | +961.1% | +378.0% | +583.1% | +639.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling