+2.4%
MELI vs RGEN
-44.2%
+46.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +8.1% |
| 6M | +7.4% | +38.5% | -31.1% | -6.0% |
| YTD | -5.8% | +0.8% | -6.6% | -7.9% |
| 1Y | -18.9% | +38.2% | -57.1% | -30.6% |
| 3Y | +33.3% | +1.3% | +32.0% | +16.2% |
| All | +2.4% | -44.2% | +46.6% | +3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling