+2.4%
MELI vs OTIS
-17.8%
+20.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.2% | -1.8% |
| 7D | -4.1% | -3.0% | -1.1% | -1.9% |
| 30D | +3.8% | -6.0% | +9.8% | +8.8% |
| 3M | +17.8% | -0.9% | +18.7% | +17.9% |
| 6M | +7.4% | -17.3% | +24.8% | +23.8% |
| YTD | -5.8% | -19.6% | +13.8% | +10.5% |
| 1Y | -18.9% | -21.0% | +2.2% | -4.0% |
| 3Y | +33.3% | -12.1% | +45.4% | +24.8% |
| All | +2.4% | -17.8% | +20.2% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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