+22.4%
MELI vs ROIV
+232.7%
-210.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.9% |
| 7D | +0.6% | +0.6% | 0.0% | +0.5% |
| 30D | +2.9% | +1.0% | +1.9% | +2.5% |
| 3M | +21.0% | +18.3% | +2.7% | +16.8% |
| 6M | +11.8% | +18.3% | -6.5% | +7.6% |
| YTD | -1.8% | +61.0% | -62.8% | -11.4% |
| 1Y | -18.2% | +177.9% | -196.1% | -34.0% |
| 3Y | +39.2% | +199.1% | -159.9% | +7.6% |
| 5Y | +1.7% | +250.7% | -249.0% | -31.7% |
| All | +22.4% | +232.7% | -210.2% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 all: compounded portfolio wealth divided by compounded ROIV 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…
all analysis · Full analysis span regression · 6 months rolling