+1,144.3%
CAT vs MELI
+970.3%
+174.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.8% |
| 7D | +0.6% | -4.1% | +4.7% | +1.2% |
| 30D | -4.3% | +3.8% | -8.1% | -5.0% |
| 3M | -8.6% | +17.8% | -26.5% | -11.4% |
| 6M | +16.1% | +7.4% | +8.7% | +13.9% |
| YTD | +43.8% | -5.8% | +49.6% | +43.6% |
| 1Y | +91.5% | -18.9% | +110.3% | +95.1% |
| 3Y | +202.7% | +33.3% | +169.4% | +180.4% |
| 5Y | +335.1% | +2.7% | +332.4% | +300.1% |
| All | +1,144.3% | +970.3% | +174.1% | +609.4% |
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