+2.4%
MELI vs BNY
+256.6%
-254.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -4.1% | -1.3% | -2.8% | -3.2% |
| 30D | +3.8% | -0.2% | +3.9% | +3.7% |
| 3M | +17.8% | +14.9% | +2.9% | +5.6% |
| 6M | +7.4% | +40.0% | -32.6% | -16.9% |
| YTD | -5.8% | +42.0% | -47.8% | -28.6% |
| 1Y | -18.9% | +56.9% | -75.7% | -43.2% |
| 3Y | +33.3% | +289.9% | -256.5% | -58.3% |
| All | +2.4% | +256.6% | -254.2% | -65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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