+120.4%
XLK vs MELI
+31.9%
+88.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.4% |
| 7D | +0.2% | -4.1% | +4.3% | +1.1% |
| 30D | -0.6% | +3.8% | -4.4% | -1.6% |
| 3M | +2.6% | +17.8% | -15.3% | -1.7% |
| 6M | +34.0% | +7.4% | +26.5% | +30.3% |
| YTD | +30.7% | -5.8% | +36.5% | +30.7% |
| 1Y | +39.2% | -18.9% | +58.1% | +43.7% |
| 3Y | +120.4% | +33.3% | +87.1% | +91.7% |
| All | +120.4% | +31.9% | +88.6% | +91.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling