+961.1%
MELI vs TRU
+147.2%
+814.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.4% | -0.9% |
| 7D | -4.1% | -2.7% | -1.4% | -2.8% |
| 30D | +3.8% | -2.0% | +5.8% | +4.7% |
| 3M | +17.8% | +18.4% | -0.6% | +7.5% |
| 6M | +7.4% | +8.9% | -1.4% | +1.8% |
| YTD | -5.8% | -8.9% | +3.1% | -3.7% |
| 1Y | -18.9% | -15.9% | -3.0% | -14.6% |
| 3Y | +33.3% | -1.1% | +34.4% | +15.7% |
| 5Y | +2.7% | -35.2% | +37.9% | +17.0% |
| All | +961.1% | +147.2% | +814.0% | +492.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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