+961.1%
MELI vs ILMN
+28.7%
+932.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.6% | -3.0% | -1.5% |
| 7D | -4.1% | -5.4% | +1.3% | -2.0% |
| 30D | +3.8% | +7.0% | -3.2% | +0.7% |
| 3M | +17.8% | +24.2% | -6.4% | +7.3% |
| 6M | +7.4% | +69.9% | -62.5% | -14.5% |
| YTD | -5.8% | +57.4% | -63.2% | -23.2% |
| 1Y | -18.9% | +107.9% | -126.7% | -42.8% |
| 3Y | +33.3% | +37.1% | -3.8% | +3.5% |
| 5Y | +2.7% | -53.7% | +56.4% | +36.1% |
| All | +961.1% | +28.7% | +932.4% | +860.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 ILMN 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