+961.1%
MELI vs FIS
-39.8%
+1,000.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.5% |
| 7D | -4.1% | -7.9% | +3.8% | -0.1% |
| 30D | +3.8% | -8.0% | +11.7% | +7.9% |
| 3M | +17.8% | +0.6% | +17.2% | +16.5% |
| 6M | +7.4% | -22.2% | +29.6% | +20.9% |
| YTD | -5.8% | -40.8% | +35.0% | +21.1% |
| 1Y | -18.9% | -41.5% | +22.7% | +4.5% |
| 3Y | +33.3% | -25.5% | +58.8% | +44.3% |
| 5Y | +2.7% | -64.8% | +67.5% | +68.0% |
| All | +961.1% | -39.8% | +1,000.9% | +1,036.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 10y: compounded portfolio wealth divided by compounded FIS 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…
10y analysis · Full analysis span regression · 6 months rolling