+117.0%
MELI vs MSFU
+72.2%
+44.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.3% | -0.3% | -2.0% |
| 7D | -1.9% | -3.2% | +1.3% | -1.1% |
| 30D | +5.8% | -3.1% | +8.9% | +6.5% |
| 3M | +19.5% | +35.3% | -15.8% | +7.9% |
| 6M | +7.7% | +31.6% | -23.8% | -3.1% |
| YTD | -4.4% | -9.5% | +5.2% | -4.7% |
| 1Y | -17.9% | -18.4% | +0.5% | -15.9% |
| 3Y | +34.9% | +26.9% | +7.9% | +6.7% |
| All | +117.0% | +72.2% | +44.8% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded MSFU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling