-5.3%
MELI vs RY
+126.1%
-131.5%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.0% |
| 7D | -13.1% | -3.0% | -10.1% | -10.6% |
| 30D | -20.1% | +6.3% | -26.4% | -23.9% |
| 3M | -22.1% | -2.6% | -19.5% | -20.5% |
| 6M | -2.9% | +13.9% | -16.8% | -14.4% |
| YTD | -24.9% | +21.7% | -46.6% | -37.8% |
| 1Y | -28.0% | +40.4% | -68.4% | -47.7% |
| 3Y | +10.0% | +161.3% | -151.3% | -60.6% |
| All | -5.3% | +126.1% | -131.5% | -57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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