+33.3%
MELI vs RGEN
+2.2%
+31.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.5% |
| 7D | -4.1% | -1.4% | -2.6% | -3.8% |
| 30D | +3.8% | -0.3% | +4.1% | +3.7% |
| 3M | +17.8% | +23.9% | -6.0% | +13.0% |
| 6M | +7.4% | +38.5% | -31.1% | +0.8% |
| YTD | -5.8% | +0.8% | -6.6% | -7.3% |
| 1Y | -18.9% | +38.2% | -57.1% | -24.4% |
| 3Y | +33.3% | +1.3% | +32.0% | +26.9% |
| All | +33.3% | +2.2% | +31.2% | +26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling