+6,694.3%
MELI vs EXEL
+454.5%
+6,239.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.7% | -2.9% |
| 7D | -6.5% | -0.3% | -6.1% | -6.4% |
| 30D | +2.8% | +10.1% | -7.3% | +0.4% |
| 3M | +14.3% | +10.1% | +4.3% | +11.5% |
| 6M | +6.0% | +37.7% | -31.6% | -2.7% |
| YTD | -6.8% | +33.1% | -39.9% | -14.2% |
| 1Y | -20.9% | +52.4% | -73.3% | -30.0% |
| 3Y | +31.4% | +163.8% | -132.4% | -2.1% |
| 5Y | -0.4% | +198.5% | -198.9% | -28.2% |
| 10Y | +951.2% | +386.9% | +564.3% | +497.1% |
| All | +6,694.3% | +454.5% | +6,239.8% | +1,813.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling