+9.8%
MELI vs DOCS
+47.6%
-37.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.7% | -1.0% |
| 7D | -7.1% | -0.8% | -6.3% | -6.8% |
| 30D | -19.4% | +17.4% | -36.8% | -21.1% |
| 3M | -17.5% | +57.4% | -74.8% | -23.0% |
| 6M | -18.0% | +26.5% | -44.5% | -21.6% |
| YTD | -25.0% | -26.6% | +1.5% | -22.7% |
| 1Y | -29.1% | -48.1% | +19.0% | -23.5% |
| 3Y | +9.8% | +52.6% | -42.8% | +5.0% |
| All | +9.8% | +47.6% | -37.7% | +5.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling