+6,770.4%
MELI vs TROW
+276.0%
+6,494.5%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | +0.4% |
| 7D | -4.1% | -3.2% | -0.9% | -1.9% |
| 30D | +3.8% | -4.6% | +8.4% | +7.3% |
| 3M | +17.8% | -0.7% | +18.5% | +17.7% |
| 6M | +7.4% | +22.2% | -14.8% | -7.7% |
| YTD | -5.8% | +6.6% | -12.4% | -11.3% |
| 1Y | -18.9% | +5.8% | -24.7% | -23.3% |
| 3Y | +33.3% | +11.6% | +21.7% | +14.9% |
| 5Y | +2.7% | -38.9% | +41.6% | +38.6% |
| 10Y | +962.9% | +128.5% | +834.4% | +407.9% |
| All | +6,770.4% | +276.0% | +6,494.5% | +1,933.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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