+1,817.6%
SMH vs MELI
+970.3%
+847.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +1.9% | +1.6% |
| 7D | +0.3% | -4.1% | +4.4% | +1.6% |
| 30D | -2.8% | +3.8% | -6.6% | -4.3% |
| 3M | -6.7% | +17.8% | -24.6% | -12.4% |
| 6M | +41.8% | +7.4% | +34.3% | +36.1% |
| YTD | +57.9% | -5.8% | +63.7% | +57.3% |
| 1Y | +87.6% | -18.9% | +106.5% | +94.9% |
| 3Y | +282.9% | +33.3% | +249.6% | +226.7% |
| 5Y | +330.4% | +2.7% | +327.7% | +265.4% |
| All | +1,817.6% | +970.3% | +847.3% | +716.1% |
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