+342.6%
MELI vs DOCU
+104.2%
+238.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.3% | -0.7% |
| 7D | -7.1% | -5.5% | -1.5% | -4.8% |
| 30D | -19.4% | +12.6% | -32.0% | -23.3% |
| 3M | -17.5% | +36.4% | -53.9% | -28.0% |
| 6M | -18.0% | +66.8% | -84.8% | -34.9% |
| YTD | -25.0% | +13.5% | -38.5% | -31.5% |
| 1Y | -29.1% | +11.3% | -40.4% | -34.8% |
| 3Y | +9.8% | +92.1% | -82.2% | -28.5% |
| 5Y | -7.3% | -71.0% | +63.6% | +17.6% |
| All | +342.6% | +104.2% | +238.4% | +192.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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