+1.3%
MELI vs MAS
+32.0%
-30.8%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -1.5% |
| 7D | +0.6% | -0.8% | +1.4% | +0.9% |
| 30D | +2.9% | -5.6% | +8.5% | +5.8% |
| 3M | +21.0% | +4.4% | +16.6% | +17.1% |
| 6M | +11.8% | +7.2% | +4.6% | +5.8% |
| YTD | -1.8% | +16.1% | -17.9% | -11.9% |
| 1Y | -18.2% | +0.1% | -18.3% | -20.6% |
| 3Y | +39.2% | +28.3% | +10.9% | +5.3% |
| All | +1.3% | +32.0% | -30.8% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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