+50.3%
XLE vs MELI
-19.8%
+70.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.5% |
| 7D | +0.5% | -4.3% | +4.7% | +0.2% |
| 30D | +6.6% | -1.7% | +8.3% | +6.5% |
| 3M | +12.3% | +20.0% | -7.7% | +13.5% |
| 6M | +18.4% | +9.4% | +9.0% | +19.5% |
| YTD | +47.2% | -5.4% | +52.6% | +48.8% |
| 1Y | +50.3% | -18.8% | +69.1% | +52.9% |
| All | +50.3% | -19.8% | +70.1% | +52.9% |
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 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