+2.4%
MELI vs CHD
+20.9%
-18.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -4.1% | -4.5% | +0.4% | -3.5% |
| 30D | +3.8% | -6.7% | +10.5% | +4.7% |
| 3M | +17.8% | -2.7% | +20.6% | +18.3% |
| 6M | +7.4% | -4.9% | +12.4% | +8.0% |
| YTD | -5.8% | +13.3% | -19.1% | -7.1% |
| 1Y | -18.9% | +1.0% | -19.9% | -18.8% |
| 3Y | +33.3% | +1.3% | +32.0% | +31.6% |
| All | +2.4% | +20.9% | -18.5% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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