-2.1%
MELI vs DOCS
-21.0%
+18.9%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.7% | -0.8% |
| 7D | -7.1% | -0.8% | -6.3% | -6.7% |
| 30D | -19.4% | +17.4% | -36.8% | -22.4% |
| 3M | -17.5% | +57.4% | -74.8% | -27.2% |
| 6M | -18.0% | +26.5% | -44.5% | -24.7% |
| YTD | -25.0% | -26.6% | +1.5% | -21.6% |
| 1Y | -29.1% | -48.1% | +19.0% | -19.3% |
| 3Y | +9.8% | +52.6% | -42.8% | -16.8% |
| 5Y | -7.3% | -52.1% | +44.7% | -12.7% |
| All | -2.1% | -21.0% | +18.9% | -7.3% |
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