+6,875.0%
MELI vs CASY
+3,081.0%
+3,794.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.0% | +0.4% | -1.5% |
| 7D | -1.9% | -4.4% | +2.5% | -0.2% |
| 30D | +5.8% | -12.0% | +17.8% | +10.8% |
| 3M | +19.5% | -2.3% | +21.8% | +17.8% |
| 6M | +7.7% | +10.5% | -2.8% | +0.2% |
| YTD | -4.4% | +33.0% | -37.4% | -17.9% |
| 1Y | -17.9% | +41.1% | -59.1% | -31.6% |
| 3Y | +34.9% | +207.5% | -172.6% | -23.5% |
| 5Y | +1.1% | +290.7% | -289.7% | -48.4% |
| 10Y | +955.8% | +556.5% | +399.3% | +292.4% |
| All | +6,875.0% | +3,081.0% | +3,794.0% | +945.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling