+2.4%
MELI vs ALC
-20.7%
+23.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | 0.0% |
| 7D | -4.1% | -6.3% | +2.2% | 0.0% |
| 30D | +3.8% | -10.3% | +14.0% | +11.2% |
| 3M | +17.8% | -0.7% | +18.6% | +17.9% |
| 6M | +7.4% | -17.8% | +25.3% | +20.7% |
| YTD | -5.8% | -15.8% | +10.0% | +3.6% |
| 1Y | -18.9% | -16.7% | -2.1% | -10.9% |
| 3Y | +33.3% | -19.7% | +53.1% | +39.5% |
| All | +2.4% | -20.7% | +23.1% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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