-0.4%
MELI vs RACE
+87.3%
-87.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | -2.0% |
| 7D | -6.5% | -2.6% | -3.9% | -4.9% |
| 30D | +2.8% | -1.1% | +3.9% | +3.5% |
| 3M | +14.3% | +12.5% | +1.8% | +5.4% |
| 6M | +6.0% | +17.4% | -11.4% | -5.6% |
| YTD | -6.8% | +10.1% | -17.0% | -14.2% |
| 1Y | -20.9% | -15.1% | -5.8% | -14.8% |
| 3Y | +31.4% | +38.9% | -7.5% | -24.6% |
| 5Y | -0.4% | +90.7% | -91.0% | -62.1% |
| All | -0.4% | +87.3% | -87.6% | -62.1% |
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