+33.3%
MELI vs APD
+5.0%
+28.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.4% |
| 7D | -4.1% | -3.3% | -0.8% | -3.9% |
| 30D | +3.8% | -4.2% | +7.9% | +4.1% |
| 3M | +17.8% | +5.4% | +12.4% | +17.5% |
| 6M | +7.4% | +6.3% | +1.2% | +6.8% |
| YTD | -5.8% | +20.3% | -26.1% | -7.5% |
| 1Y | -18.9% | +1.6% | -20.4% | -18.2% |
| 3Y | +33.3% | +4.0% | +29.3% | +33.3% |
| All | +33.3% | +5.0% | +28.3% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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