+8.2%
MELI vs ASX
+366.9%
-358.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.0% | +3.2% | +1.4% |
| 7D | -1.2% | +12.4% | -13.6% | -2.9% |
| 30D | -18.9% | -19.8% | +0.9% | -17.0% |
| 3M | -18.4% | -10.3% | -8.1% | -17.8% |
| 6M | -4.5% | +1.2% | -5.7% | -7.3% |
| YTD | -26.0% | +123.0% | -149.0% | -39.4% |
| 1Y | -26.6% | +145.4% | -172.0% | -41.1% |
| 3Y | +8.2% | +368.6% | -360.4% | -33.1% |
| All | +8.2% | +366.9% | -358.7% | -33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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