-0.4%
MELI vs LII
+21.2%
-21.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.4% | -0.2% | -1.5% |
| 7D | -6.5% | +0.5% | -7.0% | -6.7% |
| 30D | +2.8% | -11.2% | +14.1% | +8.5% |
| 3M | +14.3% | -28.8% | +43.1% | +30.5% |
| 6M | +6.0% | -26.9% | +33.0% | +18.2% |
| YTD | -6.8% | -22.2% | +15.4% | -0.3% |
| 1Y | -20.9% | -32.0% | +11.0% | -9.9% |
| 3Y | +31.4% | -0.4% | +31.8% | +0.3% |
| 5Y | -0.4% | +22.4% | -22.8% | -46.8% |
| All | -0.4% | +21.2% | -21.5% | -46.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling