+33.3%
MELI vs XEL
+46.5%
-13.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -4.1% | -0.3% | -3.8% | -4.1% |
| 30D | +3.8% | -3.9% | +7.7% | +4.2% |
| 3M | +17.8% | -2.8% | +20.7% | +18.2% |
| 6M | +7.4% | -5.4% | +12.8% | +8.0% |
| YTD | -5.8% | +3.8% | -9.6% | -6.5% |
| 1Y | -18.9% | +6.8% | -25.7% | -19.9% |
| 3Y | +33.3% | +45.6% | -12.2% | +27.1% |
| All | +33.3% | +46.5% | -13.1% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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