+346.6%
SOXX vs MELI
-24.2%
+370.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.7% | -7.8% | -5.2% |
| 7D | +158.9% | +4.0% | +154.9% | +153.7% |
| 30D | +129.2% | -6.5% | +135.7% | +126.1% |
| 3M | +149.7% | -7.9% | +157.6% | +146.2% |
| 6M | +193.4% | -4.1% | +197.5% | +186.2% |
| YTD | +351.0% | -13.6% | +364.7% | +347.7% |
| All | +346.6% | -24.2% | +370.8% | +371.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling