+3.2%
MELI vs AMT
-31.8%
+35.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +2.2% |
| 7D | -4.3% | -2.7% | -1.6% | -3.2% |
| 30D | -1.7% | +2.0% | -3.8% | -2.6% |
| 3M | +20.0% | -9.3% | +29.3% | +24.4% |
| 6M | +9.4% | -5.2% | +14.7% | +11.0% |
| YTD | -5.4% | +0.5% | -5.8% | -6.8% |
| 1Y | -18.8% | -7.3% | -11.6% | -17.4% |
| 3Y | +33.5% | +6.2% | +27.2% | +16.7% |
| 5Y | +3.2% | -31.2% | +34.4% | +27.9% |
| All | +3.2% | -31.8% | +35.0% | +27.9% |
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