+272.5%
PM vs MELI
+859.5%
-587.0%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +1.1% |
| 7D | +0.5% | -1.2% | +1.8% | +0.6% |
| 30D | -3.2% | -18.9% | +15.7% | -1.7% |
| 3M | +6.2% | -18.4% | +24.6% | +7.8% |
| 6M | +7.7% | -4.5% | +12.2% | +7.8% |
| YTD | +27.3% | -26.0% | +53.2% | +29.5% |
| 1Y | +32.8% | -26.6% | +59.3% | +35.1% |
| 3Y | +150.0% | +8.2% | +141.8% | +142.6% |
| 5Y | +164.2% | -6.6% | +170.9% | +154.0% |
| All | +272.5% | +859.5% | -587.0% | +159.9% |
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