+31.9%
MELI vs BAM
+50.2%
-18.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.4% | -0.2% | -1.5% |
| 7D | -6.5% | -3.9% | -2.6% | -4.8% |
| 30D | +2.8% | -8.8% | +11.7% | +7.2% |
| 3M | +14.3% | +2.2% | +12.1% | +13.0% |
| 6M | +6.0% | +5.9% | +0.1% | +2.9% |
| YTD | -6.8% | -6.1% | -0.7% | -5.0% |
| 1Y | -20.9% | -11.6% | -9.3% | -17.3% |
| All | +31.9% | +50.2% | -18.4% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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