+6,034.5%
FIX vs MELI
+936.0%
+5,098.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.6% | -1.5% |
| 7D | +3.5% | -6.5% | +10.0% | +4.8% |
| 30D | -3.5% | +2.8% | -6.4% | -4.4% |
| 3M | -11.8% | +14.3% | -26.1% | -14.5% |
| 6M | +17.8% | +6.0% | +11.8% | +15.4% |
| YTD | +73.3% | -6.8% | +80.2% | +73.4% |
| 1Y | +128.1% | -20.9% | +149.0% | +134.6% |
| 3Y | +772.7% | +31.4% | +741.3% | +706.1% |
| 5Y | +2,166.4% | -0.4% | +2,166.8% | +1,958.6% |
| 10Y | +6,034.5% | +951.2% | +5,083.3% | +3,550.5% |
| All | +6,034.5% | +936.0% | +5,098.5% | +3,550.5% |
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