+2.4%
MELI vs EXEL
+180.6%
-178.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | +0.1% |
| 7D | -4.1% | -4.9% | +0.8% | -2.8% |
| 30D | +3.8% | +11.4% | -7.6% | +0.8% |
| 3M | +17.8% | +4.9% | +13.0% | +16.1% |
| 6M | +7.4% | +34.4% | -27.0% | -1.9% |
| YTD | -5.8% | +28.0% | -33.8% | -13.2% |
| 1Y | -18.9% | +43.6% | -62.5% | -28.4% |
| 3Y | +33.3% | +155.2% | -121.9% | -12.7% |
| All | +2.4% | +180.6% | -178.2% | -41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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