+961.1%
MELI vs BHP
+496.8%
+464.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.2% | -0.4% |
| 7D | -4.1% | -3.6% | -0.5% | -2.6% |
| 30D | +3.8% | -1.2% | +5.0% | +4.1% |
| 3M | +17.8% | +1.2% | +16.7% | +16.2% |
| 6M | +7.4% | +21.4% | -14.0% | -3.7% |
| YTD | -5.8% | +50.4% | -56.2% | -24.6% |
| 1Y | -18.9% | +67.5% | -86.4% | -38.6% |
| 3Y | +33.3% | +72.8% | -39.5% | -4.6% |
| 5Y | +2.7% | +112.6% | -109.9% | -35.1% |
| All | +961.1% | +496.8% | +464.3% | +295.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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