+3.2%
MELI vs GEN
+21.5%
-18.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.3% |
| 7D | -4.3% | -4.3% | +0.1% | -2.7% |
| 30D | -1.7% | +3.8% | -5.5% | -3.2% |
| 3M | +20.0% | +22.3% | -2.2% | +11.2% |
| 6M | +9.4% | +39.0% | -29.5% | -4.4% |
| YTD | -5.4% | +11.9% | -17.3% | -9.9% |
| 1Y | -18.8% | +4.5% | -23.4% | -20.6% |
| 3Y | +33.5% | +59.0% | -25.5% | +3.7% |
| 5Y | +3.2% | +22.0% | -18.8% | -16.5% |
| All | +3.2% | +21.5% | -18.3% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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