+6,694.3%
MELI vs JCI
+968.1%
+5,726.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -1.9% |
| 7D | -6.5% | +4.1% | -10.6% | -9.1% |
| 30D | +2.8% | -3.8% | +6.7% | +5.3% |
| 3M | +14.3% | -1.6% | +16.0% | +14.0% |
| 6M | +6.0% | +9.5% | -3.5% | -3.5% |
| YTD | -6.8% | +21.7% | -28.6% | -22.4% |
| 1Y | -20.9% | +37.1% | -58.1% | -40.2% |
| 3Y | +31.4% | +165.2% | -133.8% | -43.2% |
| 5Y | -0.4% | +110.3% | -110.7% | -48.1% |
| 10Y | +951.2% | +341.0% | +610.2% | +179.5% |
| All | +6,694.3% | +968.1% | +5,726.2% | +672.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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