+247.6%
DIA vs MELI
+970.3%
-722.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.4% | +1.0% |
| 7D | -1.6% | -4.1% | +2.5% | -0.9% |
| 30D | -2.0% | +3.8% | -5.8% | -2.7% |
| 3M | +3.6% | +17.8% | -14.2% | +0.7% |
| 6M | +11.5% | +7.4% | +4.1% | +9.6% |
| YTD | +10.4% | -5.8% | +16.2% | +10.4% |
| 1Y | +15.6% | -18.9% | +34.4% | +17.9% |
| 3Y | +58.9% | +33.3% | +25.5% | +46.8% |
| 5Y | +65.3% | +2.7% | +62.6% | +51.0% |
| All | +247.6% | +970.3% | -722.7% | +115.5% |
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