+1,560.7%
LLY vs MELI
+975.3%
+585.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.3% |
| 7D | -3.2% | -4.3% | +1.1% | -2.8% |
| 30D | -7.4% | -1.7% | -5.7% | -7.3% |
| 3M | -1.0% | +20.0% | -21.1% | -2.9% |
| 6M | +12.5% | +9.4% | +3.1% | +11.2% |
| YTD | +5.0% | -5.4% | +10.4% | +4.9% |
| 1Y | +49.8% | -18.8% | +68.6% | +51.3% |
| 3Y | +95.5% | +33.5% | +62.0% | +86.1% |
| 5Y | +390.7% | +3.2% | +387.5% | +363.3% |
| All | +1,560.7% | +975.3% | +585.4% | +1,133.2% |
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