+73.9%
MSFT vs MELI
+2.1%
+71.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | -0.8% | -4.1% | +3.3% | +0.2% |
| 30D | +0.8% | +3.8% | -2.9% | -0.2% |
| 3M | +27.2% | +17.8% | +9.4% | +21.8% |
| 6M | +22.9% | +7.4% | +15.5% | +19.9% |
| YTD | +3.1% | -5.8% | +8.9% | +3.5% |
| 1Y | -0.3% | -18.9% | +18.6% | +3.2% |
| 3Y | +50.1% | +33.3% | +16.8% | +31.8% |
| All | +73.9% | +2.1% | +71.8% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MELI.
Daily Out/Under-Performance
Portfolio return minus MELI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MELI 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 5y: compounded portfolio wealth divided by compounded MELI 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…
5y analysis · Full analysis span regression · 6 months rolling