+3.2%
MELI vs CI
+47.5%
-44.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.4% |
| 7D | -4.3% | -1.3% | -2.9% | -4.0% |
| 30D | -1.7% | +3.1% | -4.9% | -2.4% |
| 3M | +20.0% | -4.5% | +24.5% | +20.9% |
| 6M | +9.4% | +8.3% | +1.2% | +6.9% |
| YTD | -5.4% | +3.8% | -9.2% | -6.8% |
| 1Y | -18.8% | -5.0% | -13.8% | -19.0% |
| 3Y | +33.5% | +5.8% | +27.7% | +22.1% |
| 5Y | +3.2% | +50.6% | -47.4% | -26.3% |
| All | +3.2% | +47.5% | -44.3% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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