-8.7%
MELI vs RACE
+64.4%
-73.1%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.2% |
| 7D | -1.2% | -1.2% | 0.0% | -0.4% |
| 30D | -18.9% | +6.1% | -25.0% | -21.8% |
| 3M | -18.4% | -0.3% | -18.1% | -18.3% |
| 6M | -4.5% | +23.4% | -27.9% | -17.3% |
| YTD | -26.0% | +12.5% | -38.5% | -32.7% |
| 1Y | -26.6% | -0.5% | -26.1% | -27.4% |
| 3Y | +8.2% | +23.6% | -15.4% | -27.8% |
| All | -8.7% | +64.4% | -73.1% | -63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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