+1,493.4%
MELI vs XYZ
+606.0%
+887.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.8% |
| 7D | -4.3% | -5.2% | +0.9% | -2.1% |
| 30D | -1.7% | 0.0% | -1.7% | -2.0% |
| 3M | +20.0% | +18.7% | +1.3% | +11.2% |
| 6M | +9.4% | +20.5% | -11.1% | -0.2% |
| YTD | -5.4% | +21.5% | -26.8% | -15.3% |
| 1Y | -18.8% | +7.2% | -26.1% | -24.1% |
| 3Y | +33.5% | +49.0% | -15.5% | -5.5% |
| 5Y | +3.2% | -68.1% | +71.3% | +32.8% |
| 10Y | +967.9% | +601.6% | +366.3% | +550.0% |
| All | +1,493.4% | +606.0% | +887.4% | +801.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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