+2.4%
MELI vs RRX
+17.8%
-15.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.7% | -4.2% | -1.6% |
| 7D | -4.1% | -0.3% | -3.7% | -4.0% |
| 30D | +3.8% | -6.1% | +9.9% | +5.7% |
| 3M | +17.8% | -23.1% | +40.9% | +25.6% |
| 6M | +7.4% | -19.5% | +27.0% | +10.5% |
| YTD | -5.8% | +16.1% | -21.9% | -17.8% |
| 1Y | -18.9% | +12.9% | -31.8% | -29.0% |
| 3Y | +33.3% | +7.9% | +25.4% | +9.4% |
| All | +2.4% | +17.8% | -15.4% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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