+11.3%
MELI vs DOC
+43.2%
-31.9%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.0% | -0.2% | -11.8% | -12.0% |
| 7D | -7.8% | +6.2% | -14.1% | -8.8% |
| 30D | -17.6% | +6.5% | -24.1% | -18.6% |
| 3M | -20.4% | -6.2% | -14.2% | -19.4% |
| 6M | -15.8% | +25.6% | -41.4% | -19.5% |
| YTD | -24.0% | +32.1% | -56.1% | -28.5% |
| 1Y | -33.5% | +20.3% | -53.8% | -36.0% |
| All | +11.3% | +43.2% | -31.9% | +0.6% |
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