+2.4%
MELI vs BDX
-2.2%
+4.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.8% |
| 7D | -4.1% | -3.2% | -0.9% | -2.8% |
| 30D | +3.8% | -2.5% | +6.3% | +4.9% |
| 3M | +17.8% | +21.4% | -3.6% | +8.3% |
| 6M | +7.4% | +10.4% | -3.0% | +2.8% |
| YTD | -5.8% | +18.8% | -24.6% | -12.7% |
| 1Y | -18.9% | +21.7% | -40.5% | -25.9% |
| 3Y | +33.3% | -10.0% | +43.3% | +40.1% |
| All | +2.4% | -2.2% | +4.7% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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