-0.4%
MELI vs PLUG
-91.4%
+91.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.0% | +1.4% | -2.0% |
| 7D | -6.5% | +3.8% | -10.3% | -7.0% |
| 30D | +2.8% | +2.8% | 0.0% | +2.3% |
| 3M | +14.3% | -25.4% | +39.8% | +18.3% |
| 6M | +6.0% | -0.5% | +6.5% | +3.5% |
| YTD | -6.8% | +10.2% | -17.0% | -11.7% |
| 1Y | -20.9% | +53.9% | -74.8% | -32.3% |
| 3Y | +31.4% | -72.7% | +104.1% | +35.2% |
| 5Y | -0.4% | -91.4% | +91.0% | +45.0% |
| All | -0.4% | -91.4% | +91.0% | +45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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