+131.5%
PM vs MELI
+0.1%
+131.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.6% | +2.1% |
| 7D | +1.9% | -4.3% | +6.2% | +2.1% |
| 30D | +1.9% | -1.7% | +3.6% | +2.0% |
| 3M | +4.6% | +20.0% | -15.4% | +3.8% |
| 6M | +11.7% | +9.4% | +2.3% | +11.1% |
| YTD | +20.4% | -5.4% | +25.7% | +20.4% |
| 1Y | +19.0% | -18.8% | +37.8% | +19.7% |
| 3Y | +130.4% | +33.5% | +96.9% | +124.8% |
| 5Y | +131.5% | +3.2% | +128.3% | +126.0% |
| All | +131.5% | +0.1% | +131.4% | +126.0% |
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