+961.1%
MELI vs LII
+165.8%
+795.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | +0.3% |
| 7D | -4.1% | -6.3% | +2.2% | -1.2% |
| 30D | +3.8% | -13.0% | +16.8% | +10.5% |
| 3M | +17.8% | -29.0% | +46.9% | +34.9% |
| 6M | +7.4% | -27.7% | +35.1% | +20.6% |
| YTD | -5.8% | -24.2% | +18.4% | +2.6% |
| 1Y | -18.9% | -34.8% | +15.9% | -5.5% |
| 3Y | +33.3% | -4.2% | +37.6% | +15.4% |
| 5Y | +2.7% | +20.9% | -18.2% | -26.4% |
| All | +961.1% | +165.8% | +795.3% | +432.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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