+22.2%
LQD vs MELI
+970.3%
-948.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | 0.0% |
| 7D | -1.1% | -4.1% | +3.0% | -1.0% |
| 30D | -1.3% | +3.8% | -5.1% | -1.4% |
| 3M | -3.2% | +17.8% | -21.1% | -3.8% |
| 6M | -2.1% | +7.4% | -9.6% | -2.5% |
| YTD | -2.4% | -5.8% | +3.5% | -2.4% |
| 1Y | -2.7% | -18.9% | +16.2% | -2.2% |
| 3Y | +14.2% | +33.3% | -19.1% | +12.0% |
| 5Y | -5.8% | +2.7% | -8.5% | -8.4% |
| All | +22.2% | +970.3% | -948.1% | +10.6% |
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