+6,770.4%
MELI vs MKSI
+1,503.4%
+5,267.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.6% | -1.4% |
| 7D | -4.1% | +2.7% | -6.8% | -5.4% |
| 30D | +3.8% | -12.8% | +16.6% | +9.5% |
| 3M | +17.8% | -22.5% | +40.4% | +25.0% |
| 6M | +7.4% | +19.4% | -12.0% | -10.1% |
| YTD | -5.8% | +67.7% | -73.5% | -34.9% |
| 1Y | -18.9% | +131.4% | -150.3% | -53.9% |
| 3Y | +33.3% | +197.3% | -164.0% | -45.1% |
| 5Y | +2.7% | +87.0% | -84.3% | -46.0% |
| 10Y | +962.9% | +522.1% | +440.9% | +122.0% |
| All | +6,770.4% | +1,503.4% | +5,267.1% | +598.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling