-8.7%
MELI vs ROIV
+280.9%
-289.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.4% | +2.0% | -1.7% |
| 7D | -3.6% | +9.2% | -12.8% | -5.2% |
| 30D | -21.4% | +19.9% | -41.3% | -23.9% |
| 3M | -19.3% | +10.6% | -29.9% | -21.2% |
| 6M | -6.6% | +36.1% | -42.6% | -12.7% |
| YTD | -26.8% | +84.3% | -111.1% | -35.9% |
| 1Y | -29.9% | +87.6% | -117.5% | -38.9% |
| 3Y | +7.3% | +353.9% | -346.6% | -22.8% |
| 5Y | -7.6% | +376.1% | -383.7% | -45.7% |
| All | -8.7% | +280.9% | -289.6% | -37.7% |
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