+961.1%
MELI vs SO
+159.0%
+802.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | -4.1% | -1.1% | -3.0% | -3.8% |
| 30D | +3.8% | -5.0% | +8.8% | +5.1% |
| 3M | +17.8% | -5.8% | +23.6% | +19.5% |
| 6M | +7.4% | -7.9% | +15.4% | +9.4% |
| YTD | -5.8% | +2.4% | -8.2% | -6.8% |
| 1Y | -18.9% | -2.3% | -16.6% | -18.9% |
| 3Y | +33.3% | +41.9% | -8.5% | +18.6% |
| 5Y | +2.7% | +58.1% | -55.4% | -12.3% |
| All | +961.1% | +159.0% | +802.1% | +712.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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