+33.3%
MELI vs NVS
+54.2%
-20.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.2% | -0.4% |
| 7D | -4.1% | -14.3% | +10.2% | -1.4% |
| 30D | +3.8% | -10.0% | +13.7% | +5.7% |
| 3M | +17.8% | -10.9% | +28.7% | +20.1% |
| 6M | +7.4% | -12.0% | +19.4% | +9.6% |
| YTD | -5.8% | +2.5% | -8.3% | -6.2% |
| 1Y | -18.9% | +10.7% | -29.5% | -20.2% |
| 3Y | +33.3% | +53.3% | -20.0% | +23.6% |
| All | +33.3% | +54.2% | -20.9% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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