+961.1%
MELI vs MKSI
+524.1%
+437.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.6% | -1.2% |
| 7D | -4.1% | +2.7% | -6.8% | -5.1% |
| 30D | +3.8% | -12.8% | +16.6% | +8.3% |
| 3M | +17.8% | -22.5% | +40.4% | +23.7% |
| 6M | +7.4% | +19.4% | -12.0% | -7.0% |
| YTD | -5.8% | +67.7% | -73.5% | -30.3% |
| 1Y | -18.9% | +131.4% | -150.3% | -48.9% |
| 3Y | +33.3% | +197.3% | -164.0% | -36.0% |
| 5Y | +2.7% | +87.0% | -84.3% | -38.0% |
| All | +961.1% | +524.1% | +437.0% | +242.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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