+60.2%
SCHD vs MELI
+2.1%
+58.1%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.8% | +0.4% |
| 7D | -2.0% | -4.1% | +2.1% | -1.5% |
| 30D | -0.4% | +3.8% | -4.2% | -0.8% |
| 3M | +5.7% | +17.8% | -12.1% | +3.7% |
| 6M | +11.9% | +7.4% | +4.4% | +10.5% |
| YTD | +26.4% | -5.8% | +32.2% | +26.5% |
| 1Y | +27.6% | -18.9% | +46.5% | +29.4% |
| 3Y | +54.9% | +33.3% | +21.6% | +45.6% |
| All | +60.2% | +2.1% | +58.1% | +44.9% |
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 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