-7.6%
MELI vs MAS
+43.0%
-50.7%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.2% |
| 7D | -3.6% | +1.2% | -4.8% | -4.2% |
| 30D | -21.4% | +21.6% | -43.0% | -28.6% |
| 3M | -19.3% | +14.1% | -33.4% | -24.5% |
| 6M | -6.6% | +22.6% | -29.2% | -16.7% |
| YTD | -26.8% | +35.4% | -62.2% | -39.3% |
| 1Y | -29.9% | +37.5% | -67.4% | -42.6% |
| 3Y | +7.3% | +58.3% | -51.0% | -28.7% |
| 5Y | -7.6% | +39.1% | -46.7% | -30.5% |
| All | -7.6% | +43.0% | -50.7% | -30.5% |
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