-8.7%
MELI vs DOCS
-52.4%
+43.7%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.0% |
| 7D | -1.2% | +2.6% | -3.8% | -1.9% |
| 30D | -18.9% | +11.4% | -30.3% | -21.2% |
| 3M | -18.4% | +25.4% | -43.8% | -23.6% |
| 6M | -4.5% | +42.5% | -47.1% | -16.4% |
| YTD | -26.0% | -24.7% | -1.2% | -22.3% |
| 1Y | -26.6% | -32.9% | +6.4% | -20.4% |
| 3Y | +8.2% | +39.6% | -31.4% | -22.1% |
| All | -8.7% | -52.4% | +43.7% | -8.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling