+789.7%
MELI vs DOC
+21.1%
+768.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +0.8% |
| 7D | -8.6% | +5.9% | -14.4% | -10.5% |
| 30D | -18.9% | +10.3% | -29.2% | -21.9% |
| 3M | -15.8% | -2.2% | -13.6% | -15.3% |
| 6M | -6.1% | +8.2% | -14.3% | -9.3% |
| YTD | -23.9% | +35.4% | -59.3% | -33.3% |
| 1Y | -27.3% | +23.6% | -50.9% | -34.0% |
| 3Y | +14.3% | +57.3% | -43.0% | -8.8% |
| 5Y | -10.4% | -19.6% | +9.2% | -5.6% |
| 10Y | +789.7% | +20.8% | +768.9% | +686.5% |
| All | +789.7% | +21.1% | +768.6% | +686.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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