+961.1%
MELI vs CASY
+453.5%
+507.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.5% | +0.1% |
| 7D | -4.1% | -18.6% | +14.5% | +1.1% |
| 30D | +3.8% | -26.6% | +30.4% | +12.3% |
| 3M | +17.8% | -32.8% | +50.6% | +30.2% |
| 6M | +7.4% | -10.0% | +17.5% | +7.4% |
| YTD | -5.8% | +11.6% | -17.4% | -12.3% |
| 1Y | -18.9% | +11.5% | -30.3% | -24.6% |
| 3Y | +33.3% | +160.7% | -127.3% | -11.0% |
| 5Y | +2.7% | +232.4% | -229.7% | -37.2% |
| All | +961.1% | +453.5% | +507.6% | +459.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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