+961.1%
MELI vs ZBH
-16.2%
+977.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.0% |
| 7D | -4.1% | -4.7% | +0.6% | -2.0% |
| 30D | +3.8% | -4.5% | +8.3% | +5.9% |
| 3M | +17.8% | +7.6% | +10.3% | +13.5% |
| 6M | +7.4% | +0.3% | +7.2% | +6.4% |
| YTD | -5.8% | +4.5% | -10.3% | -8.7% |
| 1Y | -18.9% | -9.4% | -9.5% | -17.1% |
| 3Y | +33.3% | -21.5% | +54.8% | +42.1% |
| 5Y | +2.7% | -28.4% | +31.1% | +14.0% |
| All | +961.1% | -16.2% | +977.3% | +918.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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