+73.0%
LMT vs MELI
+2.1%
+71.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -1.1% |
| 7D | -0.2% | -4.1% | +3.9% | -0.1% |
| 30D | -13.1% | +3.8% | -16.8% | -13.2% |
| 3M | -3.9% | +17.8% | -21.7% | -4.4% |
| 6M | -18.3% | +7.4% | -25.7% | -18.5% |
| YTD | +10.3% | -5.8% | +16.1% | +10.3% |
| 1Y | +14.2% | -18.9% | +33.1% | +14.6% |
| 3Y | +35.0% | +33.3% | +1.6% | +32.9% |
| All | +73.0% | +2.1% | +71.0% | +65.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling