-14.7%
SHOP vs MELI
+0.1%
-14.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -1.2% |
| 7D | -13.2% | -4.3% | -9.0% | -10.6% |
| 30D | -17.0% | -1.7% | -15.3% | -16.4% |
| 3M | +17.0% | +20.0% | -3.0% | +3.2% |
| 6M | -2.1% | +9.4% | -11.6% | -8.8% |
| YTD | -21.4% | -5.4% | -16.0% | -20.1% |
| 1Y | -11.0% | -18.8% | +7.9% | -1.8% |
| 3Y | +100.9% | +33.5% | +67.4% | +41.4% |
| 5Y | -14.7% | +3.2% | -17.9% | -39.7% |
| All | -14.7% | +0.1% | -14.8% | -39.7% |
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