+2.4%
MELI vs BAX
-68.1%
+70.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.1% |
| 7D | -4.1% | -7.9% | +3.8% | -2.3% |
| 30D | +3.8% | -11.7% | +15.4% | +6.8% |
| 3M | +17.8% | +16.2% | +1.7% | +13.6% |
| 6M | +7.4% | +32.0% | -24.5% | +0.3% |
| YTD | -5.8% | +24.7% | -30.5% | -11.8% |
| 1Y | -18.9% | -2.6% | -16.2% | -19.9% |
| 3Y | +33.3% | -35.0% | +68.3% | +41.9% |
| All | +2.4% | -68.1% | +70.5% | +61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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