+3.2%
MELI vs ALLE
+9.7%
-6.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.8% |
| 7D | -4.3% | -2.8% | -1.5% | -2.6% |
| 30D | -1.7% | -10.2% | +8.5% | +5.1% |
| 3M | +20.0% | +17.4% | +2.6% | +7.7% |
| 6M | +9.4% | +3.3% | +6.1% | +6.3% |
| YTD | -5.4% | -4.2% | -1.1% | -4.5% |
| 1Y | -18.8% | -10.5% | -8.3% | -14.7% |
| 3Y | +33.5% | +45.4% | -11.9% | -10.3% |
| 5Y | +3.2% | +11.9% | -8.8% | -19.5% |
| All | +3.2% | +9.7% | -6.5% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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