+214.8%
B vs MELI
+859.5%
-644.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -0.8% |
| 7D | -7.3% | -1.2% | -6.1% | -7.2% |
| 30D | -3.3% | -18.9% | +15.6% | -1.5% |
| 3M | -7.8% | -18.4% | +10.7% | -6.1% |
| 6M | -15.5% | -4.5% | -11.0% | -15.4% |
| YTD | -12.3% | -26.0% | +13.7% | -10.3% |
| 1Y | +5.4% | -26.6% | +31.9% | +7.7% |
| 3Y | +165.5% | +8.2% | +157.3% | +159.6% |
| 5Y | +107.0% | -6.6% | +113.6% | +99.1% |
| All | +214.8% | +859.5% | -644.6% | +130.4% |
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