+966.1%
MELI vs PRU
+138.7%
+827.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.3% |
| 7D | -4.3% | -3.8% | -0.4% | -2.8% |
| 30D | -1.7% | -2.0% | +0.3% | -1.1% |
| 3M | +20.0% | +14.0% | +6.1% | +13.9% |
| 6M | +9.4% | +27.2% | -17.8% | -0.5% |
| YTD | -5.4% | +9.1% | -14.4% | -9.0% |
| 1Y | -18.8% | +18.1% | -36.9% | -24.5% |
| 3Y | +33.5% | +44.3% | -10.8% | +12.7% |
| 5Y | +3.2% | +45.7% | -42.5% | -12.4% |
| All | +966.1% | +138.7% | +827.4% | +702.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 10y: compounded portfolio wealth divided by compounded PRU 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…
10y analysis · Full analysis span regression · 6 months rolling