+33.3%
MELI vs JCI
+165.4%
-132.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -0.9% |
| 7D | -4.1% | +0.7% | -4.8% | -4.3% |
| 30D | +3.8% | -4.4% | +8.2% | +4.7% |
| 3M | +17.8% | +1.7% | +16.2% | +17.0% |
| 6M | +7.4% | +8.8% | -1.4% | +4.4% |
| YTD | -5.8% | +22.6% | -28.4% | -11.7% |
| 1Y | -18.9% | +36.2% | -55.1% | -26.6% |
| 3Y | +33.3% | +168.0% | -134.7% | -8.4% |
| All | +33.3% | +165.4% | -132.0% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 3y: compounded portfolio wealth divided by compounded JCI 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…
3y analysis · Full analysis span regression · 6 months rolling