+6,875.0%
MELI vs PH
+2,012.5%
+4,862.5%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.9% | -2.2% |
| 7D | -1.9% | +0.4% | -2.3% | -2.2% |
| 30D | +5.8% | -10.8% | +16.6% | +13.7% |
| 3M | +19.5% | +8.5% | +11.0% | +11.6% |
| 6M | +7.7% | +3.9% | +3.8% | +2.6% |
| YTD | -4.4% | +9.4% | -13.8% | -12.4% |
| 1Y | -17.9% | +26.8% | -44.7% | -32.8% |
| 3Y | +34.9% | +140.8% | -105.9% | -33.2% |
| 5Y | +1.1% | +253.8% | -252.7% | -61.3% |
| 10Y | +955.8% | +792.3% | +163.5% | +69.3% |
| All | +6,875.0% | +2,012.5% | +4,862.5% | +335.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 all: compounded portfolio wealth divided by compounded PH 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…
all analysis · Full analysis span regression · 6 months rolling