+961.1%
MELI vs CHD
+126.1%
+835.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -4.1% | -4.5% | +0.4% | -2.8% |
| 30D | +3.8% | -6.7% | +10.5% | +5.8% |
| 3M | +17.8% | -2.7% | +20.6% | +18.7% |
| 6M | +7.4% | -4.9% | +12.4% | +8.8% |
| YTD | -5.8% | +13.3% | -19.1% | -9.5% |
| 1Y | -18.9% | +1.0% | -19.9% | -19.6% |
| 3Y | +33.3% | +1.3% | +32.0% | +29.2% |
| 5Y | +2.7% | +20.8% | -18.1% | -9.1% |
| All | +961.1% | +126.1% | +835.0% | +654.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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