+961.1%
MELI vs MXL
+313.4%
+647.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +7.5% | -8.0% | -2.0% |
| 7D | -4.1% | +18.9% | -22.9% | -7.8% |
| 30D | +3.8% | +0.3% | +3.5% | +2.6% |
| 3M | +17.8% | -8.0% | +25.9% | +12.5% |
| 6M | +7.4% | +341.2% | -333.8% | -41.3% |
| YTD | -5.8% | +327.8% | -333.6% | -48.7% |
| 1Y | -18.9% | +364.9% | -383.8% | -57.8% |
| 3Y | +33.3% | +229.2% | -195.9% | -37.1% |
| 5Y | +2.7% | +42.8% | -40.1% | -35.0% |
| All | +961.1% | +313.4% | +647.8% | +297.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 MXL 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