+8.2%
MELI vs DOCS
+39.4%
-31.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.1% |
| 7D | -1.2% | +2.6% | -3.8% | -1.6% |
| 30D | -18.9% | +11.4% | -30.3% | -20.0% |
| 3M | -18.4% | +25.4% | -43.8% | -21.0% |
| 6M | -4.5% | +42.5% | -47.1% | -10.2% |
| YTD | -26.0% | -24.7% | -1.2% | -24.0% |
| 1Y | -26.6% | -32.9% | +6.4% | -23.4% |
| 3Y | +8.2% | +39.6% | -31.4% | +8.1% |
| All | +8.2% | +39.4% | -31.1% | +8.1% |
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