-0.4%
MELI vs AFRM
-22.6%
+22.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.5% | +2.9% | -1.2% |
| 7D | -6.5% | -8.0% | +1.5% | -4.4% |
| 30D | +2.8% | -9.8% | +12.6% | +5.5% |
| 3M | +14.3% | +4.7% | +9.7% | +12.5% |
| 6M | +6.0% | +34.1% | -28.1% | -2.7% |
| YTD | -6.8% | -8.4% | +1.6% | -6.3% |
| 1Y | -20.9% | -22.9% | +2.0% | -17.9% |
| 3Y | +31.4% | +203.3% | -171.9% | -22.8% |
| 5Y | -0.4% | -26.0% | +25.6% | -32.7% |
| All | -0.4% | -22.6% | +22.2% | -32.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling