+961.1%
MELI vs BEN
+56.6%
+904.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.5% |
| 7D | -4.1% | -3.1% | -1.0% | -2.8% |
| 30D | +3.8% | +0.2% | +3.6% | +3.6% |
| 3M | +17.8% | +6.8% | +11.0% | +14.0% |
| 6M | +7.4% | +38.1% | -30.7% | -7.7% |
| YTD | -5.8% | +44.3% | -50.1% | -20.8% |
| 1Y | -18.9% | +42.6% | -61.4% | -31.5% |
| 3Y | +33.3% | +52.3% | -19.0% | +5.1% |
| 5Y | +2.7% | +37.6% | -34.9% | -15.7% |
| All | +961.1% | +56.6% | +904.5% | +729.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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