+2.4%
MELI vs RMD
-23.0%
+25.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.2% |
| 7D | -4.1% | -4.4% | +0.3% | -2.1% |
| 30D | +3.8% | -3.1% | +6.9% | +5.3% |
| 3M | +17.8% | +13.8% | +4.1% | +10.6% |
| 6M | +7.4% | -8.6% | +16.0% | +11.1% |
| YTD | -5.8% | -8.6% | +2.8% | -3.3% |
| 1Y | -18.9% | -19.7% | +0.8% | -11.6% |
| 3Y | +33.3% | +48.4% | -15.0% | -8.4% |
| All | +2.4% | -23.0% | +25.5% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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