+113.7%
MELI vs MSFU
+73.2%
+40.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.8% |
| 7D | -4.1% | -1.8% | -2.3% | -3.6% |
| 30D | +3.8% | +0.5% | +3.3% | +3.5% |
| 3M | +17.8% | +51.9% | -34.0% | +2.9% |
| 6M | +7.4% | +35.0% | -27.5% | -4.1% |
| YTD | -5.8% | -9.0% | +3.2% | -6.3% |
| 1Y | -18.9% | -18.8% | 0.0% | -16.7% |
| 3Y | +33.3% | +25.5% | +7.8% | +6.3% |
| All | +113.7% | +73.2% | +40.6% | +46.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling