+34.0%
MELI vs S
+15.8%
+18.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.3% |
| 7D | -4.3% | +0.1% | -4.3% | -4.3% |
| 30D | -1.7% | -11.8% | +10.1% | -0.1% |
| 3M | +20.0% | +33.9% | -13.9% | +12.5% |
| 6M | +9.4% | +40.1% | -30.7% | +0.8% |
| YTD | -5.4% | +32.1% | -37.4% | -12.0% |
| 1Y | -18.8% | +11.0% | -29.9% | -22.4% |
| All | +34.0% | +15.8% | +18.2% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 3y: compounded portfolio wealth divided by compounded S 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…
3y analysis · Full analysis span regression · 6 months rolling