+31.9%
DIS vs MELI
+859.5%
-827.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.4% |
| 7D | +1.9% | -1.2% | +3.1% | +2.2% |
| 30D | +9.2% | -18.9% | +28.1% | +13.9% |
| 3M | +13.5% | -18.4% | +31.9% | +18.2% |
| 6M | +14.3% | -4.5% | +18.8% | +14.7% |
| YTD | +5.4% | -26.0% | +31.3% | +10.8% |
| 1Y | +12.2% | -26.6% | +38.7% | +17.9% |
| 3Y | +37.2% | +8.2% | +29.0% | +28.7% |
| 5Y | -23.1% | -6.6% | -16.5% | -30.8% |
| All | +31.9% | +859.5% | -827.6% | -22.7% |
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