+4,187.5%
LLY vs MELI
+6,819.5%
-2,632.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.4% |
| 7D | +4.6% | -3.6% | +8.2% | +5.0% |
| 30D | +22.4% | -21.4% | +43.7% | +25.5% |
| 3M | +17.1% | -19.3% | +36.4% | +19.7% |
| 6M | +44.6% | -6.6% | +51.2% | +45.1% |
| YTD | +33.5% | -26.8% | +60.2% | +37.0% |
| 1Y | +41.1% | -29.9% | +71.0% | +45.4% |
| 3Y | +143.8% | +7.3% | +136.4% | +135.6% |
| 5Y | +473.4% | -7.6% | +481.0% | +439.9% |
| 10Y | +2,035.0% | +848.9% | +1,186.1% | +1,314.5% |
| All | +4,187.5% | +6,819.5% | -2,632.0% | +1,731.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling