+6,694.3%
MELI vs PHM
+613.2%
+6,081.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.6% | -2.2% |
| 7D | -6.5% | -3.9% | -2.6% | -4.9% |
| 30D | +2.8% | -8.6% | +11.4% | +6.9% |
| 3M | +14.3% | -2.9% | +17.3% | +15.4% |
| 6M | +6.0% | -5.7% | +11.7% | +8.0% |
| YTD | -6.8% | +1.9% | -8.7% | -8.7% |
| 1Y | -20.9% | -12.3% | -8.6% | -18.1% |
| 3Y | +31.4% | +50.8% | -19.4% | +2.6% |
| 5Y | -0.4% | +157.3% | -157.7% | -38.2% |
| 10Y | +951.2% | +566.5% | +384.6% | +297.4% |
| All | +6,694.3% | +613.2% | +6,081.0% | +1,632.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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