+33.3%
MELI vs PSX
+133.1%
-99.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.8% | -0.5% |
| 7D | -4.1% | +1.7% | -5.8% | -4.3% |
| 30D | +3.8% | +15.6% | -11.9% | +2.3% |
| 3M | +17.8% | +46.5% | -28.6% | +13.4% |
| 6M | +7.4% | +55.0% | -47.6% | +2.1% |
| YTD | -5.8% | +105.3% | -111.1% | -15.0% |
| 1Y | -18.9% | +101.6% | -120.4% | -26.7% |
| 3Y | +33.3% | +134.1% | -100.8% | +6.7% |
| All | +33.3% | +133.1% | -99.7% | +6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling