-0.4%
MELI vs RY
+139.4%
-139.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.5% | -1.7% |
| 7D | -6.5% | -0.5% | -6.0% | -6.1% |
| 30D | +2.8% | -1.9% | +4.7% | +4.2% |
| 3M | +14.3% | +5.1% | +9.2% | +8.4% |
| 6M | +6.0% | +28.2% | -22.1% | -16.0% |
| YTD | -6.8% | +22.9% | -29.7% | -23.5% |
| 1Y | -20.9% | +45.5% | -66.4% | -44.5% |
| 3Y | +31.4% | +156.7% | -125.3% | -51.6% |
| 5Y | -0.4% | +137.7% | -138.1% | -57.9% |
| All | -0.4% | +139.4% | -139.8% | -57.9% |
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