+33.3%
MELI vs AMP
+66.7%
-33.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.7% |
| 7D | -4.1% | -0.5% | -3.6% | -3.9% |
| 30D | +3.8% | -1.3% | +5.1% | +4.3% |
| 3M | +17.8% | +24.2% | -6.3% | +8.4% |
| 6M | +7.4% | +24.6% | -17.1% | -1.6% |
| YTD | -5.8% | +14.8% | -20.6% | -11.4% |
| 1Y | -18.9% | +12.8% | -31.6% | -23.3% |
| 3Y | +33.3% | +69.0% | -35.6% | +0.9% |
| All | +33.3% | +66.7% | -33.3% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 3y: compounded portfolio wealth divided by compounded AMP 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…
3y analysis · Full analysis span regression · 6 months rolling