+3.2%
MELI vs DRI
+63.5%
-60.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.1% |
| 7D | -4.3% | -4.8% | +0.6% | -1.7% |
| 30D | -1.7% | -5.2% | +3.5% | +0.8% |
| 3M | +20.0% | +2.7% | +17.3% | +17.3% |
| 6M | +9.4% | +3.6% | +5.8% | +5.8% |
| YTD | -5.4% | +15.4% | -20.8% | -15.1% |
| 1Y | -18.8% | +1.3% | -20.1% | -21.6% |
| 3Y | +33.5% | +53.1% | -19.6% | -12.1% |
| 5Y | +3.2% | +64.6% | -61.4% | -42.2% |
| All | +3.2% | +63.5% | -60.3% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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