-18.9%
MELI vs XLRE
+7.1%
-26.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.3% | -0.7% |
| 7D | -4.1% | -1.2% | -2.9% | -3.8% |
| 30D | +3.8% | -2.4% | +6.2% | +4.6% |
| 3M | +17.8% | -2.5% | +20.3% | +18.8% |
| 6M | +7.4% | +4.0% | +3.5% | +4.9% |
| YTD | -5.8% | +9.3% | -15.1% | -8.3% |
| 1Y | -18.9% | +5.6% | -24.4% | -23.4% |
| All | -18.9% | +7.1% | -26.0% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 1y: compounded portfolio wealth divided by compounded XLRE 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…
1y analysis · Full analysis span regression · 6 months rolling