+2.4%
MELI vs MCK
+352.0%
-349.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.2% | -0.3% |
| 7D | -3.9% | +0.3% | -4.3% | -4.0% |
| 30D | +3.0% | +4.9% | -1.9% | +2.4% |
| 3M | +19.5% | +16.3% | +3.2% | +17.5% |
| 6M | +13.8% | -3.0% | +16.8% | +13.7% |
| YTD | -5.7% | +11.4% | -17.0% | -7.2% |
| 1Y | -18.8% | +28.6% | -47.3% | -21.5% |
| 3Y | +37.4% | +120.0% | -82.6% | +10.6% |
| 5Y | +2.4% | +358.2% | -355.9% | -43.0% |
| All | +2.4% | +352.0% | -349.6% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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