+20.2%
XLK vs MELI
-24.2%
+44.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.7% | -4.7% | -0.5% |
| 7D | -7.6% | +4.0% | -11.6% | -8.0% |
| 30D | -12.2% | -6.5% | -5.7% | -11.6% |
| 3M | -5.5% | -7.9% | +2.4% | -4.9% |
| 6M | +9.2% | -4.1% | +13.2% | +8.5% |
| YTD | +23.0% | -13.6% | +36.7% | +24.2% |
| All | +20.2% | -24.2% | +44.4% | +26.2% |
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