+961.1%
MELI vs YUM
+171.3%
+789.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | +0.8% |
| 7D | -4.1% | -6.1% | +2.0% | -0.5% |
| 30D | +3.8% | -5.8% | +9.6% | +7.4% |
| 3M | +17.8% | -7.6% | +25.5% | +22.8% |
| 6M | +7.4% | -9.1% | +16.6% | +13.0% |
| YTD | -5.8% | -5.5% | -0.3% | -3.7% |
| 1Y | -18.9% | -3.7% | -15.1% | -18.6% |
| 3Y | +33.3% | +17.8% | +15.5% | +12.4% |
| 5Y | +2.7% | +19.3% | -16.6% | -13.3% |
| All | +961.1% | +171.3% | +789.8% | +505.9% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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