+961.1%
MELI vs SONY
+293.1%
+668.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -1.5% |
| 7D | -4.1% | -2.7% | -1.4% | -2.5% |
| 30D | +3.8% | +1.5% | +2.2% | +2.7% |
| 3M | +17.8% | +13.0% | +4.8% | +8.5% |
| 6M | +7.4% | +11.2% | -3.8% | -1.3% |
| YTD | -5.8% | -6.6% | +0.8% | -3.8% |
| 1Y | -18.9% | -18.1% | -0.7% | -10.4% |
| 3Y | +33.3% | +42.1% | -8.7% | -4.9% |
| 5Y | +2.7% | +11.0% | -8.3% | -12.0% |
| All | +961.1% | +293.1% | +668.0% | +379.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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