-13.6%
MELI vs AS
+134.9%
-148.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.4% |
| 7D | -7.1% | +6.9% | -14.0% | -8.2% |
| 30D | -19.4% | +16.0% | -35.4% | -21.6% |
| 3M | -17.5% | -12.8% | -4.6% | -15.6% |
| 6M | -18.0% | -15.4% | -2.6% | -15.7% |
| YTD | -25.0% | -15.7% | -9.3% | -23.3% |
| 1Y | -29.1% | +6.1% | -35.1% | -30.3% |
| All | -13.6% | +134.9% | -148.5% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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