-8.7%
MELI vs DOCU
-69.6%
+61.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.4% | +0.8% |
| 7D | -1.2% | +4.1% | -5.3% | -2.8% |
| 30D | -18.9% | +7.4% | -26.3% | -21.2% |
| 3M | -18.4% | +26.0% | -44.4% | -26.3% |
| 6M | -4.5% | +79.2% | -83.7% | -26.6% |
| YTD | -26.0% | +18.1% | -44.0% | -33.3% |
| 1Y | -26.6% | +20.5% | -47.1% | -34.6% |
| 3Y | +8.2% | +96.4% | -88.2% | -32.7% |
| All | -8.7% | -69.6% | +61.0% | +0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling