+3,553.2%
FIX vs MELI
+859.5%
+2,693.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.6% |
| 7D | +9.4% | -1.2% | +10.7% | +9.7% |
| 30D | -27.8% | -18.9% | -8.9% | -25.1% |
| 3M | -35.6% | -18.4% | -17.1% | -33.5% |
| 6M | -45.2% | -4.5% | -40.7% | -45.4% |
| YTD | +19.5% | -26.0% | +45.4% | +24.3% |
| 1Y | +24.2% | -26.6% | +50.8% | +29.4% |
| 3Y | +494.2% | +8.2% | +485.9% | +466.3% |
| 5Y | +1,036.1% | -6.6% | +1,042.8% | +946.5% |
| All | +3,553.2% | +859.5% | +2,693.7% | +1,911.8% |
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