+553.7%
MS vs MELI
+755.8%
-202.1%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +3.0% | +0.8% |
| 7D | +0.8% | -10.3% | +11.1% | +3.1% |
| 30D | -0.7% | -21.1% | +20.5% | +4.2% |
| 3M | -12.4% | -18.3% | +5.9% | -9.1% |
| 6M | -1.7% | -8.7% | +7.0% | -0.7% |
| YTD | +8.0% | -26.0% | +34.1% | +13.5% |
| 1Y | +16.2% | -28.8% | +45.0% | +22.8% |
| 3Y | +171.3% | +8.4% | +162.9% | +155.5% |
| 5Y | +124.8% | -6.4% | +131.2% | +104.1% |
| 10Y | +553.7% | +818.3% | -264.7% | +300.4% |
| All | +553.7% | +755.8% | -202.1% | +300.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MELI.
Daily Out/Under-Performance
Portfolio return minus MELI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MELI 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 MELI 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