+789.7%
MELI vs BURL
+261.4%
+528.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.2% | -2.7% | +0.2% |
| 7D | -8.6% | +7.7% | -16.3% | -10.6% |
| 30D | -18.9% | -7.1% | -11.8% | -17.0% |
| 3M | -15.8% | -30.3% | +14.5% | -6.4% |
| 6M | -6.1% | -15.5% | +9.4% | -2.4% |
| YTD | -23.9% | -11.0% | -12.9% | -22.7% |
| 1Y | -27.3% | -8.4% | -18.9% | -27.5% |
| 3Y | +14.3% | +96.7% | -82.4% | -18.2% |
| 5Y | -10.4% | -14.1% | +3.7% | -18.6% |
| 10Y | +789.7% | +255.1% | +534.6% | +428.6% |
| All | +789.7% | +261.4% | +528.3% | +428.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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