+1,370.8%
AMAT vs MELI
+755.8%
+615.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.3% | +1.5% |
| 7D | -2.5% | -10.3% | +7.9% | +1.5% |
| 30D | -26.5% | -21.1% | -5.4% | -20.2% |
| 3M | -28.6% | -18.3% | -10.3% | -24.2% |
| 6M | -14.2% | -8.7% | -5.5% | -13.4% |
| YTD | +45.5% | -26.0% | +71.5% | +56.2% |
| 1Y | +59.3% | -28.8% | +88.1% | +73.4% |
| 3Y | +153.1% | +8.4% | +144.7% | +123.5% |
| 5Y | +158.2% | -6.4% | +164.6% | +119.6% |
| 10Y | +1,370.8% | +818.3% | +552.5% | +479.5% |
| All | +1,370.8% | +755.8% | +615.0% | +479.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling