+31.9%
MELI vs LII
-1.0%
+32.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.4% | -0.2% | -2.1% |
| 7D | -6.5% | +0.5% | -7.0% | -6.6% |
| 30D | +2.8% | -11.2% | +14.1% | +5.3% |
| 3M | +14.3% | -28.8% | +43.1% | +21.2% |
| 6M | +6.0% | -26.9% | +33.0% | +11.2% |
| YTD | -6.8% | -22.2% | +15.4% | -3.7% |
| 1Y | -20.9% | -32.0% | +11.0% | -16.2% |
| All | +31.9% | -1.0% | +32.8% | +21.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling