+24.9%
MELI vs DOCS
-40.7%
+65.6%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -7.3% | +4.7% | -0.9% |
| 7D | -1.9% | -7.3% | +5.4% | -0.2% |
| 30D | +5.8% | -10.9% | +16.7% | +8.5% |
| 3M | +19.5% | +20.3% | -0.8% | +12.4% |
| 6M | +7.7% | -3.6% | +11.4% | +5.4% |
| YTD | -4.4% | -44.9% | +40.5% | +7.1% |
| 1Y | -17.9% | -64.9% | +46.9% | +2.7% |
| 3Y | +34.9% | +7.6% | +27.2% | +11.7% |
| 5Y | +1.1% | -74.0% | +75.0% | +2.8% |
| All | +24.9% | -40.7% | +65.6% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 10y: compounded portfolio wealth divided by compounded DOCS 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…
10y analysis · Full analysis span regression · 6 months rolling