+2.4%
MELI vs BTI
+118.0%
-115.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.7% |
| 7D | -4.1% | -0.2% | -3.9% | -4.0% |
| 30D | +3.8% | -1.1% | +4.9% | +4.0% |
| 3M | +17.8% | -8.8% | +26.6% | +20.4% |
| 6M | +7.4% | -4.0% | +11.4% | +7.8% |
| YTD | -5.8% | +0.4% | -6.2% | -7.2% |
| 1Y | -18.9% | +1.9% | -20.8% | -20.6% |
| 3Y | +33.3% | +108.5% | -75.2% | -5.5% |
| All | +2.4% | +118.0% | -115.6% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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