+3.2%
MELI vs CASY
+230.5%
-227.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -4.3% | -17.2% | +13.0% | +0.5% |
| 30D | -1.7% | -24.4% | +22.6% | +5.4% |
| 3M | +20.0% | -31.4% | +51.4% | +32.1% |
| 6M | +9.4% | -8.9% | +18.3% | +7.9% |
| YTD | -5.4% | +13.8% | -19.2% | -14.6% |
| 1Y | -18.8% | +17.0% | -35.8% | -27.8% |
| 3Y | +33.5% | +163.1% | -129.7% | -27.8% |
| 5Y | +3.2% | +239.0% | -235.8% | -56.5% |
| All | +3.2% | +230.5% | -227.4% | -56.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling