+966.1%
MELI vs IP
+18.1%
+948.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.9% |
| 7D | -4.3% | -5.9% | +1.6% | -2.4% |
| 30D | -1.7% | -17.0% | +15.3% | +4.4% |
| 3M | +20.0% | +8.9% | +11.1% | +15.7% |
| 6M | +9.4% | -10.0% | +19.4% | +11.6% |
| YTD | -5.4% | -9.8% | +4.4% | -4.3% |
| 1Y | -18.8% | -22.6% | +3.7% | -14.2% |
| 3Y | +33.5% | +13.1% | +20.4% | +14.8% |
| 5Y | +3.2% | -22.3% | +25.5% | +2.1% |
| All | +966.1% | +18.1% | +948.0% | +753.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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