-8.7%
MELI vs AMT
-15.7%
+7.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +0.7% |
| 7D | -1.2% | +1.5% | -2.7% | -1.8% |
| 30D | -18.9% | +6.8% | -25.7% | -21.1% |
| 3M | -18.4% | +11.2% | -29.6% | -22.0% |
| 6M | -4.5% | +12.5% | -17.0% | -9.9% |
| YTD | -26.0% | +12.5% | -38.5% | -30.5% |
| 1Y | -26.6% | +10.1% | -36.7% | -30.5% |
| 3Y | +8.2% | +16.0% | -7.8% | -8.2% |
| All | -8.7% | -15.7% | +7.0% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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