+33.3%
MELI vs ZBH
-20.7%
+54.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.7% |
| 7D | -4.1% | -4.7% | +0.6% | -3.2% |
| 30D | +3.8% | -4.5% | +8.3% | +4.8% |
| 3M | +17.8% | +7.6% | +10.3% | +16.1% |
| 6M | +7.4% | +0.3% | +7.2% | +6.9% |
| YTD | -5.8% | +4.5% | -10.3% | -6.9% |
| 1Y | -18.9% | -9.4% | -9.5% | -18.4% |
| 3Y | +33.3% | -21.5% | +54.8% | +38.0% |
| All | +33.3% | -20.7% | +54.0% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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