+961.1%
MELI vs IAU
+220.2%
+740.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.6% |
| 7D | -4.1% | -2.0% | -2.1% | -3.7% |
| 30D | +3.8% | -1.5% | +5.3% | +4.1% |
| 3M | +17.8% | +3.3% | +14.6% | +16.8% |
| 6M | +7.4% | -16.2% | +23.7% | +11.4% |
| YTD | -5.8% | +0.7% | -6.5% | -6.3% |
| 1Y | -18.9% | +19.2% | -38.1% | -22.7% |
| 3Y | +33.3% | +124.4% | -91.1% | +3.3% |
| 5Y | +2.7% | +140.0% | -137.3% | -24.1% |
| All | +961.1% | +220.2% | +740.9% | +655.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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