+5.6%
MELI vs AMIX
-99.9%
+105.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.4% | -2.6% |
| 7D | -6.5% | +1.6% | -8.0% | -6.5% |
| 30D | +2.8% | -50.8% | +53.7% | +2.9% |
| 3M | +14.3% | -46.3% | +60.6% | +14.6% |
| 6M | +6.0% | -49.9% | +55.9% | +6.2% |
| YTD | -6.8% | -60.4% | +53.6% | -6.6% |
| 1Y | -20.9% | -81.7% | +60.8% | -20.6% |
| All | +5.6% | -99.9% | +105.4% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 10y: compounded portfolio wealth divided by compounded AMIX 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…
10y analysis · Full analysis span regression · 6 months rolling