+961.1%
MELI vs STZ
-11.3%
+972.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.1% |
| 7D | -4.1% | -4.5% | +0.4% | -2.6% |
| 30D | +3.8% | -8.6% | +12.4% | +6.9% |
| 3M | +17.8% | -13.8% | +31.6% | +23.4% |
| 6M | +7.4% | -17.2% | +24.6% | +13.6% |
| YTD | -5.8% | -9.4% | +3.6% | -4.3% |
| 1Y | -18.9% | -11.9% | -7.0% | -17.1% |
| 3Y | +33.3% | -49.6% | +82.9% | +64.8% |
| 5Y | +2.7% | -37.2% | +39.9% | +16.4% |
| All | +961.1% | -11.3% | +972.4% | +933.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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