+32.1%
ORCL vs MELI
+30.4%
+1.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.0% | 0.0% |
| 7D | +10.9% | -6.5% | +17.4% | +12.3% |
| 30D | +7.0% | +2.8% | +4.2% | +6.0% |
| 3M | -21.2% | +14.3% | -35.5% | -23.9% |
| 6M | +7.4% | +6.0% | +1.4% | +5.0% |
| YTD | -16.3% | -6.8% | -9.4% | -16.2% |
| 1Y | -32.3% | -20.9% | -11.4% | -30.5% |
| All | +32.1% | +30.4% | +1.8% | +21.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling