+7,063.7%
MELI vs EXR
+1,818.5%
+5,245.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | 0.0% |
| 7D | +0.6% | -2.6% | +3.2% | +2.0% |
| 30D | +2.9% | -7.2% | +10.1% | +7.1% |
| 3M | +21.0% | -3.5% | +24.5% | +23.0% |
| 6M | +11.8% | -5.3% | +17.1% | +14.4% |
| YTD | -1.8% | +9.4% | -11.1% | -7.3% |
| 1Y | -18.2% | +1.3% | -19.5% | -20.0% |
| 3Y | +39.2% | +22.4% | +16.7% | +16.3% |
| 5Y | +1.7% | -12.2% | +13.9% | +2.5% |
| 10Y | +967.1% | +148.6% | +818.5% | +441.0% |
| All | +7,063.7% | +1,818.5% | +5,245.2% | +816.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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