-18.2%
MELI vs AZO
-28.9%
+10.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.2% | -0.7% |
| 7D | +0.6% | +0.7% | -0.1% | +0.5% |
| 30D | +2.9% | -2.7% | +5.6% | +3.4% |
| 3M | +21.0% | -3.2% | +24.2% | +21.3% |
| 6M | +11.8% | -19.7% | +31.6% | +14.9% |
| YTD | -1.8% | -12.0% | +10.3% | +3.1% |
| 1Y | -18.2% | -29.5% | +11.3% | -17.6% |
| All | -18.2% | -28.9% | +10.7% | -17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling