+2.4%
MELI vs EXE
+97.7%
-95.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | 0.0% |
| 7D | -4.1% | -3.1% | -0.9% | -3.4% |
| 30D | +3.8% | -0.9% | +4.7% | +4.0% |
| 3M | +17.8% | +9.6% | +8.3% | +15.1% |
| 6M | +7.4% | -11.6% | +19.0% | +10.1% |
| YTD | -5.8% | -12.6% | +6.8% | -3.7% |
| 1Y | -18.9% | +1.2% | -20.0% | -20.8% |
| 3Y | +33.3% | +18.0% | +15.3% | +22.6% |
| All | +2.4% | +97.7% | -95.3% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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