+33.3%
MELI vs KVUE
-9.0%
+42.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -4.1% | -5.1% | +1.0% | -3.3% |
| 30D | +3.8% | -6.3% | +10.1% | +4.8% |
| 3M | +17.8% | -0.5% | +18.4% | +18.1% |
| 6M | +7.4% | +3.1% | +4.3% | +7.2% |
| YTD | -5.8% | +6.7% | -12.5% | -6.3% |
| 1Y | -18.9% | -1.1% | -17.7% | -18.2% |
| 3Y | +33.3% | -8.7% | +42.1% | +34.1% |
| All | +33.3% | -9.0% | +42.3% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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