+9.8%
MELI vs DOC
+44.2%
-34.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.5% |
| 7D | -7.1% | +6.5% | -13.5% | -8.1% |
| 30D | -19.4% | +9.2% | -28.5% | -20.7% |
| 3M | -17.5% | -2.5% | -15.0% | -17.1% |
| 6M | -18.0% | +7.1% | -25.1% | -19.1% |
| YTD | -25.0% | +33.0% | -58.0% | -29.5% |
| 1Y | -29.1% | +23.3% | -52.3% | -32.1% |
| 3Y | +9.8% | +44.9% | -35.1% | -0.9% |
| All | +9.8% | +44.2% | -34.3% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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