+33.3%
MELI vs DOW
-36.3%
+69.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.3% |
| 7D | -4.1% | -1.4% | -2.7% | -4.0% |
| 30D | +3.8% | -3.9% | +7.7% | +4.1% |
| 3M | +17.8% | -12.7% | +30.5% | +19.2% |
| 6M | +7.4% | -13.7% | +21.1% | +7.6% |
| YTD | -5.8% | +28.4% | -34.2% | -11.6% |
| 1Y | -18.9% | +21.8% | -40.6% | -23.6% |
| 3Y | +33.3% | -35.7% | +69.0% | +27.6% |
| All | +33.3% | -36.3% | +69.6% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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