+961.1%
MELI vs SU
+267.2%
+693.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.3% | -0.4% |
| 7D | -4.1% | +2.2% | -6.3% | -4.6% |
| 30D | +3.8% | +8.4% | -4.7% | +1.8% |
| 3M | +17.8% | +12.1% | +5.8% | +14.3% |
| 6M | +7.4% | +19.7% | -12.2% | +1.9% |
| YTD | -5.8% | +58.4% | -64.2% | -16.8% |
| 1Y | -18.9% | +67.2% | -86.1% | -29.4% |
| 3Y | +33.3% | +125.0% | -91.7% | +5.1% |
| 5Y | +2.7% | +355.1% | -352.4% | -33.2% |
| All | +961.1% | +267.2% | +693.9% | +685.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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