+281.0%
MELI vs DOW
-17.0%
+298.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | +0.1% |
| 7D | -4.1% | -1.4% | -2.7% | -3.7% |
| 30D | +3.8% | -3.9% | +7.7% | +4.8% |
| 3M | +17.8% | -12.7% | +30.5% | +21.8% |
| 6M | +7.4% | -13.7% | +21.1% | +9.3% |
| YTD | -5.8% | +28.4% | -34.2% | -16.3% |
| 1Y | -18.9% | +21.8% | -40.6% | -27.3% |
| 3Y | +33.3% | -35.7% | +69.0% | +44.0% |
| 5Y | +2.7% | -36.8% | +39.5% | +11.7% |
| All | +281.0% | -17.0% | +298.0% | +243.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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