-17.1%
MELI vs AFRM
-28.4%
+11.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.4% |
| 7D | -1.2% | -4.4% | +3.2% | -0.1% |
| 30D | -18.9% | -7.7% | -11.2% | -17.2% |
| 3M | -18.4% | -16.9% | -1.6% | -14.8% |
| 6M | -4.5% | +2.5% | -7.0% | -5.8% |
| YTD | -26.0% | -12.5% | -13.4% | -24.8% |
| 1Y | -26.6% | -11.0% | -15.5% | -26.0% |
| 3Y | +8.2% | +184.6% | -176.4% | -30.7% |
| 5Y | -6.6% | -56.3% | +49.7% | -32.5% |
| All | -17.1% | -28.4% | +11.3% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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