-77.0%
PATH vs MELI
-8.2%
-68.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.7% |
| 7D | -5.3% | -7.1% | +1.7% | -1.8% |
| 30D | -0.5% | -19.4% | +18.8% | +11.9% |
| 3M | -7.1% | -17.5% | +10.3% | +2.0% |
| 6M | +23.8% | -18.0% | +41.8% | +35.0% |
| YTD | -20.7% | -25.0% | +4.4% | -9.6% |
| 1Y | -8.1% | -29.1% | +21.0% | +8.2% |
| 3Y | -21.8% | +9.8% | -31.7% | -36.9% |
| All | -77.0% | -8.2% | -68.8% | -83.0% |
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 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