+238.6%
SHEL vs MELI
+8,841.9%
-8,603.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.1% |
| 7D | +3.9% | -4.3% | +8.2% | +4.6% |
| 30D | +7.0% | -1.7% | +8.7% | +7.1% |
| 3M | +12.5% | +20.0% | -7.5% | +8.8% |
| 6M | +14.8% | +9.4% | +5.3% | +12.1% |
| YTD | +34.2% | -5.4% | +39.5% | +33.7% |
| 1Y | +37.0% | -18.8% | +55.8% | +39.4% |
| 3Y | +70.9% | +33.5% | +37.4% | +55.9% |
| 5Y | +192.5% | +3.2% | +189.4% | +162.2% |
| 10Y | +208.5% | +967.9% | -759.5% | +57.7% |
| All | +238.6% | +8,841.9% | -8,603.3% | -11.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling