+33.3%
MELI vs EVRG
+72.5%
-39.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.5% |
| 7D | -4.1% | +0.1% | -4.2% | -4.1% |
| 30D | +3.8% | -1.2% | +5.0% | +3.9% |
| 3M | +17.8% | -0.6% | +18.5% | +17.9% |
| 6M | +7.4% | +2.4% | +5.0% | +7.1% |
| YTD | -5.8% | +15.5% | -21.3% | -7.8% |
| 1Y | -18.9% | +16.8% | -35.7% | -20.9% |
| 3Y | +33.3% | +75.0% | -41.7% | +19.0% |
| All | +33.3% | +72.5% | -39.2% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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