-18.2%
MELI vs PSX
+101.0%
-119.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | +0.6% | +4.5% | -3.9% | +0.7% |
| 30D | +2.9% | +26.6% | -23.7% | +3.3% |
| 3M | +21.0% | +39.3% | -18.2% | +21.7% |
| 6M | +11.8% | +56.8% | -45.0% | +10.0% |
| YTD | -1.8% | +101.8% | -103.6% | -11.7% |
| 1Y | -18.2% | +99.6% | -117.8% | -28.6% |
| All | -18.2% | +101.0% | -119.2% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling