+228.2%
TER vs MELI
-1.3%
+229.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.6% | +5.7% | +3.9% |
| 7D | +12.4% | -6.5% | +18.8% | +14.7% |
| 30D | +5.1% | +2.8% | +2.3% | +3.4% |
| 3M | +4.0% | +14.3% | -10.4% | -1.8% |
| 6M | +29.5% | +6.0% | +23.5% | +24.7% |
| YTD | +98.5% | -6.8% | +105.3% | +98.2% |
| 1Y | +234.1% | -20.9% | +255.0% | +250.9% |
| 3Y | +289.0% | +31.4% | +257.7% | +228.4% |
| 5Y | +228.2% | -0.4% | +228.5% | +187.5% |
| All | +228.2% | -1.3% | +229.5% | +187.5% |
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