+2.4%
MELI vs APTV
-69.3%
+71.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.3% |
| 7D | -4.1% | -5.0% | +0.9% | -1.9% |
| 30D | +3.8% | -6.1% | +9.8% | +6.4% |
| 3M | +17.8% | -33.0% | +50.8% | +38.5% |
| 6M | +7.4% | -35.2% | +42.7% | +26.1% |
| YTD | -5.8% | -40.1% | +34.3% | +13.8% |
| 1Y | -18.9% | -45.6% | +26.8% | +2.3% |
| 3Y | +33.3% | -54.4% | +87.7% | +77.1% |
| All | +2.4% | -69.3% | +71.7% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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