+6,802.6%
MELI vs XEL
+642.5%
+6,160.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +2.2% |
| 7D | -4.3% | -1.2% | -3.0% | -3.6% |
| 30D | -1.7% | -2.9% | +1.2% | -0.3% |
| 3M | +20.0% | -2.7% | +22.7% | +21.4% |
| 6M | +9.4% | -6.5% | +15.9% | +12.6% |
| YTD | -5.4% | +3.6% | -9.0% | -8.6% |
| 1Y | -18.8% | +7.5% | -26.4% | -23.6% |
| 3Y | +33.5% | +46.3% | -12.9% | +0.7% |
| 5Y | +3.2% | +30.5% | -27.4% | -18.8% |
| 10Y | +967.9% | +151.4% | +816.5% | +331.4% |
| All | +6,802.6% | +642.5% | +6,160.1% | +685.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling