+1.6%
MELI vs CAPR
+72.8%
-71.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.6% | +2.0% | -2.5% |
| 7D | -6.5% | -12.6% | +6.1% | -6.3% |
| 30D | +2.8% | +124.4% | -121.6% | +1.7% |
| 3M | +14.3% | -66.8% | +81.1% | +14.9% |
| 6M | +6.0% | -71.8% | +77.8% | +6.8% |
| YTD | -6.8% | -70.1% | +63.2% | -6.4% |
| 1Y | -20.9% | +33.3% | -54.3% | -24.7% |
| 3Y | +31.4% | +36.7% | -5.3% | +9.9% |
| All | +1.6% | +72.8% | -71.2% | -30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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