+961.1%
MELI vs ASX
+964.2%
-3.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.1% |
| 7D | -4.1% | +5.2% | -9.3% | -6.2% |
| 30D | +3.8% | +0.5% | +3.3% | +2.9% |
| 3M | +17.8% | +8.3% | +9.5% | +9.7% |
| 6M | +7.4% | +82.0% | -74.6% | -22.4% |
| YTD | -5.8% | +147.6% | -153.4% | -41.2% |
| 1Y | -18.9% | +258.8% | -277.7% | -57.6% |
| 3Y | +33.3% | +452.1% | -418.7% | -48.1% |
| 5Y | +2.7% | +441.7% | -439.0% | -61.0% |
| All | +961.1% | +964.2% | -3.1% | +165.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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