+1,504.8%
ASML vs MELI
+821.3%
+683.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.5% | +4.7% | +5.7% |
| 7D | -0.8% | -8.6% | +7.7% | +2.2% |
| 30D | -14.9% | -18.9% | +4.0% | -8.8% |
| 3M | -13.0% | -15.8% | +2.9% | -8.7% |
| 6M | -4.7% | -6.1% | +1.4% | -4.4% |
| YTD | +42.3% | -23.9% | +66.2% | +52.0% |
| 1Y | +49.7% | -27.3% | +77.0% | +62.2% |
| 3Y | +144.3% | +14.3% | +130.0% | +115.7% |
| 5Y | +86.4% | -10.4% | +96.7% | +63.7% |
| 10Y | +1,504.8% | +789.7% | +715.2% | +645.8% |
| All | +1,504.8% | +821.3% | +683.5% | +645.8% |
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