+1,904.6%
MELI vs PSX
+1,156.1%
+748.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.8% |
| 7D | -4.3% | +1.5% | -5.8% | -4.6% |
| 30D | -1.7% | +15.8% | -17.6% | -5.4% |
| 3M | +20.0% | +43.0% | -23.0% | +9.2% |
| 6M | +9.4% | +61.1% | -51.7% | -4.3% |
| YTD | -5.4% | +104.5% | -109.9% | -22.5% |
| 1Y | -18.8% | +102.5% | -121.4% | -33.5% |
| 3Y | +33.5% | +133.5% | -100.0% | +2.3% |
| 5Y | +3.2% | +367.0% | -363.8% | -36.1% |
| 10Y | +967.9% | +382.3% | +585.6% | +500.7% |
| All | +1,904.6% | +1,156.1% | +748.5% | +787.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling