+34.9%
MELI vs FICO
+3.2%
+31.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | FICO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.7% | -2.7% |
| 7D | -1.9% | -15.4% | +13.5% | +0.8% |
| 30D | +5.8% | -10.4% | +16.2% | +7.4% |
| 3M | +19.5% | -22.7% | +42.2% | +23.7% |
| 6M | +7.7% | -36.8% | +44.5% | +15.0% |
| YTD | -4.4% | -44.8% | +40.4% | +5.1% |
| 1Y | -17.9% | -39.3% | +21.4% | -12.4% |
| 3Y | +34.9% | +3.7% | +31.1% | +14.7% |
| All | +34.9% | +3.2% | +31.7% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FICO.
Daily Out/Under-Performance
Portfolio return minus FICO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FICO 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FICO 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling