+3.2%
MELI vs BUD
+44.8%
-41.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.8% |
| 7D | -4.3% | -3.2% | -1.1% | -2.6% |
| 30D | -1.7% | -3.7% | +1.9% | +0.2% |
| 3M | +20.0% | -4.4% | +24.5% | +22.3% |
| 6M | +9.4% | +7.7% | +1.7% | +4.1% |
| YTD | -5.4% | +23.1% | -28.4% | -16.8% |
| 1Y | -18.8% | +33.6% | -52.5% | -32.4% |
| 3Y | +33.5% | +44.7% | -11.2% | -1.3% |
| 5Y | +3.2% | +44.9% | -41.8% | -28.6% |
| All | +3.2% | +44.8% | -41.6% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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