+6,694.3%
MELI vs BAX
+23.3%
+6,671.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.9% | -0.7% | -1.7% |
| 7D | -6.5% | -5.1% | -1.4% | -4.2% |
| 30D | +2.8% | -12.2% | +15.0% | +9.2% |
| 3M | +14.3% | +21.8% | -7.5% | +3.5% |
| 6M | +6.0% | +36.3% | -30.3% | -9.6% |
| YTD | -6.8% | +27.8% | -34.7% | -19.7% |
| 1Y | -20.9% | -0.1% | -20.9% | -24.6% |
| 3Y | +31.4% | -33.3% | +64.7% | +42.7% |
| 5Y | -0.4% | -67.1% | +66.7% | +62.1% |
| 10Y | +951.2% | -36.9% | +988.1% | +944.0% |
| All | +6,694.3% | +23.3% | +6,671.0% | +3,812.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling