+961.1%
MELI vs MTZ
+773.6%
+187.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.0% | -1.4% |
| 7D | -4.1% | +1.4% | -5.5% | -4.5% |
| 30D | +3.8% | -14.5% | +18.3% | +7.8% |
| 3M | +17.8% | -32.9% | +50.8% | +28.1% |
| 6M | +7.4% | -20.8% | +28.3% | +10.2% |
| YTD | -5.8% | +10.6% | -16.4% | -13.1% |
| 1Y | -18.9% | +27.1% | -45.9% | -28.6% |
| 3Y | +33.3% | +166.1% | -132.8% | -11.4% |
| 5Y | +2.7% | +170.7% | -168.0% | -33.8% |
| All | +961.1% | +773.6% | +187.5% | +390.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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