+961.1%
MELI vs MSI
+605.3%
+355.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.8% |
| 7D | -4.1% | -0.4% | -3.7% | -3.8% |
| 30D | +3.8% | -0.8% | +4.5% | +4.3% |
| 3M | +17.8% | +13.9% | +3.9% | +7.6% |
| 6M | +7.4% | +1.3% | +6.1% | +5.6% |
| YTD | -5.8% | +22.3% | -28.1% | -18.6% |
| 1Y | -18.9% | -3.9% | -15.0% | -18.2% |
| 3Y | +33.3% | +69.9% | -36.5% | -11.1% |
| 5Y | +2.7% | +103.8% | -101.1% | -39.3% |
| All | +961.1% | +605.3% | +355.8% | +222.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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