+2.4%
MELI vs DLR
+43.3%
-40.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -1.3% |
| 7D | -4.1% | +0.1% | -4.2% | -4.2% |
| 30D | +3.8% | -4.3% | +8.1% | +5.8% |
| 3M | +17.8% | +3.8% | +14.0% | +14.1% |
| 6M | +7.4% | +5.8% | +1.6% | +2.7% |
| YTD | -5.8% | +23.5% | -29.3% | -17.4% |
| 1Y | -18.9% | +11.1% | -29.9% | -25.0% |
| 3Y | +33.3% | +57.9% | -24.5% | -6.3% |
| All | +2.4% | +43.3% | -40.9% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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