+2,770.9%
AVGO vs MELI
+970.3%
+1,800.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.5% |
| 7D | +1.1% | -4.1% | +5.2% | +2.3% |
| 30D | -13.0% | +3.8% | -16.8% | -14.2% |
| 3M | -6.0% | +17.8% | -23.8% | -11.0% |
| 6M | +6.4% | +7.4% | -1.1% | +2.8% |
| YTD | +5.0% | -5.8% | +10.8% | +4.7% |
| 1Y | +1.4% | -18.9% | +20.2% | +4.9% |
| 3Y | +336.8% | +33.3% | +303.5% | +283.2% |
| 5Y | +698.2% | +2.7% | +695.5% | +595.4% |
| All | +2,770.9% | +970.3% | +1,800.7% | +1,168.2% |
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 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