+33.3%
MELI vs DG
+4.6%
+28.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.6% |
| 7D | -4.1% | -6.5% | +2.4% | -3.6% |
| 30D | +3.8% | +4.2% | -0.4% | +3.4% |
| 3M | +17.8% | +9.5% | +8.3% | +17.0% |
| 6M | +7.4% | -13.1% | +20.6% | +7.3% |
| YTD | -5.8% | -4.8% | -1.0% | -6.2% |
| 1Y | -18.9% | +20.6% | -39.5% | -19.8% |
| 3Y | +33.3% | +4.9% | +28.4% | +31.0% |
| All | +33.3% | +4.6% | +28.7% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 3y: compounded portfolio wealth divided by compounded DG 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…
3y analysis · Full analysis span regression · 6 months rolling