-0.4%
MELI vs D
+5.1%
-5.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.7% | -0.9% | -2.3% |
| 7D | -6.5% | -0.4% | -6.0% | -6.4% |
| 30D | +2.8% | -2.1% | +4.9% | +3.2% |
| 3M | +14.3% | -0.7% | +15.1% | +14.5% |
| 6M | +6.0% | +5.6% | +0.5% | +4.8% |
| YTD | -6.8% | +14.6% | -21.4% | -9.3% |
| 1Y | -20.9% | +15.3% | -36.3% | -23.3% |
| 3Y | +31.4% | +59.1% | -27.7% | +18.0% |
| 5Y | -0.4% | +3.9% | -4.3% | -1.8% |
| All | -0.4% | +5.1% | -5.5% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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