+961.1%
MELI vs SRE
+122.3%
+838.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.2% |
| 7D | -4.1% | -0.8% | -3.3% | -3.9% |
| 30D | +3.8% | -3.0% | +6.8% | +4.6% |
| 3M | +17.8% | -8.3% | +26.2% | +20.9% |
| 6M | +7.4% | -8.9% | +16.3% | +10.1% |
| YTD | -5.8% | -4.3% | -1.5% | -5.4% |
| 1Y | -18.9% | +2.7% | -21.6% | -20.8% |
| 3Y | +33.3% | +28.7% | +4.7% | +16.8% |
| 5Y | +2.7% | +47.1% | -44.4% | -14.3% |
| All | +961.1% | +122.3% | +838.8% | +674.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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