+2.4%
MELI vs GSK
+47.2%
-44.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -4.1% | -3.5% | -0.6% | -3.3% |
| 30D | +3.8% | -3.4% | +7.2% | +4.6% |
| 3M | +17.8% | -8.1% | +26.0% | +19.9% |
| 6M | +7.4% | -11.1% | +18.6% | +10.0% |
| YTD | -5.8% | +0.7% | -6.5% | -6.8% |
| 1Y | -18.9% | +20.1% | -39.0% | -23.7% |
| 3Y | +33.3% | +46.1% | -12.8% | +13.9% |
| All | +2.4% | +47.2% | -44.8% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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