+29.1%
XLV vs MELI
-33.3%
+62.4%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -12.0% | +9.5% | -1.3% |
| 7D | +0.5% | -7.8% | +8.3% | +1.3% |
| 30D | +10.7% | -17.6% | +28.3% | +12.6% |
| 3M | +13.1% | -20.4% | +33.5% | +15.2% |
| 6M | +28.3% | -15.8% | +44.1% | +29.9% |
| YTD | +20.9% | -24.0% | +45.0% | +21.7% |
| 1Y | +29.1% | -33.5% | +62.6% | +31.1% |
| All | +29.1% | -33.3% | +62.4% | +31.1% |
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