-8.7%
MELI vs ALLE
+51.6%
-60.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +0.5% |
| 7D | -1.2% | +3.6% | -4.8% | -3.3% |
| 30D | -18.9% | +25.9% | -44.8% | -29.6% |
| 3M | -18.4% | +15.8% | -34.2% | -25.6% |
| 6M | -4.5% | +48.1% | -52.6% | -25.9% |
| YTD | -26.0% | +22.0% | -47.9% | -35.8% |
| 1Y | -26.6% | +18.0% | -44.6% | -35.0% |
| 3Y | +8.2% | +93.1% | -84.9% | -40.4% |
| All | -8.7% | +51.6% | -60.3% | -38.5% |
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