+34.5%
MELI vs ALHC
-29.3%
+63.9%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.5% |
| 7D | -1.9% | -1.0% | -0.9% | -1.7% |
| 30D | +5.8% | -6.3% | +12.1% | +6.8% |
| 3M | +19.5% | -12.3% | +31.8% | +19.6% |
| 6M | +7.7% | -27.0% | +34.7% | +10.5% |
| YTD | -4.4% | -31.8% | +27.5% | -1.3% |
| 1Y | -17.9% | -17.0% | -0.9% | -18.7% |
| 3Y | +34.9% | +159.8% | -125.0% | -10.6% |
| 5Y | +1.1% | -25.1% | +26.2% | -14.3% |
| All | +34.5% | -29.3% | +63.9% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 all: compounded portfolio wealth divided by compounded ALHC 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…
all analysis · Full analysis span regression · 6 months rolling