+143.8%
IBM vs MELI
+970.3%
-826.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.4% | +4.0% |
| 7D | +3.6% | -4.1% | +7.7% | +4.1% |
| 30D | +3.1% | +3.8% | -0.7% | +2.6% |
| 3M | -10.8% | +17.8% | -28.7% | -12.6% |
| 6M | -0.8% | +7.4% | -8.2% | -1.9% |
| YTD | -16.2% | -5.8% | -10.4% | -16.0% |
| 1Y | -2.9% | -18.9% | +16.0% | -1.4% |
| 3Y | +79.8% | +33.3% | +46.5% | +71.5% |
| 5Y | +124.9% | +2.7% | +122.2% | +114.2% |
| All | +143.8% | +970.3% | -826.5% | +62.7% |
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