+2.4%
MELI vs MGY
+88.8%
-86.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.5% |
| 7D | -4.1% | +3.5% | -7.6% | -4.9% |
| 30D | +3.8% | +5.3% | -1.5% | +2.4% |
| 3M | +17.8% | +2.6% | +15.2% | +16.4% |
| 6M | +7.4% | -3.3% | +10.7% | +6.9% |
| YTD | -5.8% | +29.2% | -35.0% | -13.9% |
| 1Y | -18.9% | +18.0% | -36.9% | -24.1% |
| 3Y | +33.3% | +30.0% | +3.3% | +16.7% |
| All | +2.4% | +88.8% | -86.4% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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