+210.0%
SHEL vs MELI
+970.3%
-760.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | +4.1% | -4.1% | +8.2% | +4.6% |
| 30D | +8.4% | +3.8% | +4.6% | +7.9% |
| 3M | +13.7% | +17.8% | -4.1% | +11.4% |
| 6M | +12.7% | +7.4% | +5.3% | +11.2% |
| YTD | +35.3% | -5.8% | +41.1% | +35.2% |
| 1Y | +39.4% | -18.9% | +58.2% | +41.2% |
| 3Y | +71.5% | +33.3% | +38.1% | +60.7% |
| 5Y | +195.0% | +2.7% | +192.3% | +175.4% |
| All | +210.0% | +970.3% | -760.3% | +91.1% |
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