+961.1%
MELI vs MCK
+442.8%
+518.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.5% | -0.5% |
| 7D | -4.1% | -2.9% | -1.2% | -3.5% |
| 30D | +3.8% | +0.4% | +3.4% | +3.6% |
| 3M | +17.8% | +12.1% | +5.7% | +14.8% |
| 6M | +7.4% | -5.4% | +12.9% | +8.5% |
| YTD | -5.8% | +7.8% | -13.6% | -8.1% |
| 1Y | -18.9% | +22.9% | -41.8% | -23.4% |
| 3Y | +33.3% | +110.7% | -77.4% | +5.6% |
| 5Y | +2.7% | +346.2% | -343.5% | -35.2% |
| All | +961.1% | +442.8% | +518.3% | +534.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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