+961.1%
MELI vs MRSH
+218.8%
+742.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.3% |
| 7D | -4.1% | -4.8% | +0.7% | -0.6% |
| 30D | +3.8% | -6.3% | +10.1% | +9.0% |
| 3M | +17.8% | +5.8% | +12.0% | +12.4% |
| 6M | +7.4% | +2.8% | +4.6% | +3.6% |
| YTD | -5.8% | -3.1% | -2.7% | -5.9% |
| 1Y | -18.9% | -11.3% | -7.6% | -13.8% |
| 3Y | +33.3% | -5.0% | +38.3% | +29.1% |
| 5Y | +2.7% | +19.2% | -16.5% | -16.7% |
| All | +961.1% | +218.8% | +742.3% | +368.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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