-24.5%
MELI vs BEN
+56.2%
-80.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.7% | 0.0% | +3.2% |
| 7D | +4.0% | +6.7% | -2.8% | +1.9% |
| 30D | -6.5% | +3.0% | -9.5% | -7.5% |
| 3M | -7.9% | -4.3% | -3.5% | -6.8% |
| 6M | -4.1% | +16.4% | -20.4% | -10.4% |
| YTD | -13.6% | +46.8% | -60.4% | -30.2% |
| 1Y | -24.5% | +57.3% | -81.9% | -40.3% |
| All | -24.5% | +56.2% | -80.8% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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