+6,802.6%
MELI vs GIS
+152.9%
+6,649.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.0% | +4.6% | +2.7% |
| 7D | -4.3% | -8.4% | +4.1% | -1.1% |
| 30D | -1.7% | -5.2% | +3.5% | +0.2% |
| 3M | +20.0% | +8.2% | +11.9% | +15.8% |
| 6M | +9.4% | -12.0% | +21.4% | +14.2% |
| YTD | -5.4% | -18.9% | +13.5% | +1.3% |
| 1Y | -18.8% | -23.6% | +4.8% | -11.5% |
| 3Y | +33.5% | -37.6% | +71.1% | +53.5% |
| 5Y | +3.2% | -25.2% | +28.4% | +4.0% |
| 10Y | +967.9% | -19.3% | +987.3% | +862.1% |
| All | +6,802.6% | +152.9% | +6,649.6% | +2,212.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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