+961.1%
MELI vs RGEN
+415.7%
+545.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | -4.1% | -1.4% | -2.6% | -3.6% |
| 30D | +3.8% | -0.3% | +4.1% | +3.7% |
| 3M | +17.8% | +23.9% | -6.0% | +7.3% |
| 6M | +7.4% | +38.5% | -31.1% | -7.1% |
| YTD | -5.8% | +0.8% | -6.6% | -8.2% |
| 1Y | -18.9% | +38.2% | -57.1% | -31.6% |
| 3Y | +33.3% | +1.3% | +32.0% | +14.3% |
| 5Y | +2.7% | -44.0% | +46.7% | +8.9% |
| All | +961.1% | +415.7% | +545.4% | +459.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling