+6,694.2%
MELI vs BEN
+66.3%
+6,628.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.1% | -1.6% |
| 7D | -6.5% | +3.4% | -9.9% | -8.5% |
| 30D | +2.8% | +1.8% | +1.1% | +1.5% |
| 3M | +14.3% | +8.4% | +6.0% | +8.0% |
| 6M | +6.0% | +35.6% | -29.6% | -13.8% |
| YTD | -6.8% | +46.4% | -53.2% | -28.0% |
| 1Y | -20.9% | +46.3% | -67.3% | -39.2% |
| 3Y | +31.4% | +54.6% | -23.2% | -8.6% |
| 5Y | -0.4% | +39.4% | -39.8% | -25.8% |
| 10Y | +951.2% | +57.6% | +893.6% | +499.5% |
| All | +6,694.2% | +66.3% | +6,628.0% | +3,054.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling