+32.5%
PFE vs MELI
+975.3%
-942.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.6% |
| 7D | -4.0% | -4.3% | +0.2% | -3.7% |
| 30D | +3.9% | -1.7% | +5.6% | +4.0% |
| 3M | +9.9% | +20.0% | -10.1% | +8.3% |
| 6M | +5.3% | +9.4% | -4.1% | +4.3% |
| YTD | +16.8% | -5.4% | +22.1% | +16.8% |
| 1Y | +20.4% | -18.8% | +39.3% | +21.5% |
| 3Y | -2.1% | +33.5% | -35.6% | -6.2% |
| 5Y | -21.0% | +3.2% | -24.2% | -24.8% |
| All | +32.5% | +975.3% | -942.8% | -0.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling