+966.1%
MELI vs RY
+377.5%
+588.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.9% |
| 7D | -4.3% | -2.9% | -1.4% | -2.1% |
| 30D | -1.7% | -2.0% | +0.3% | -0.5% |
| 3M | +20.0% | +4.9% | +15.2% | +14.9% |
| 6M | +9.4% | +26.1% | -16.7% | -9.4% |
| YTD | -5.4% | +22.4% | -27.7% | -19.9% |
| 1Y | -18.8% | +44.7% | -63.6% | -39.9% |
| 3Y | +33.5% | +155.7% | -122.2% | -39.7% |
| 5Y | +3.2% | +137.7% | -134.5% | -49.0% |
| All | +966.1% | +377.5% | +588.6% | +249.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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