+465.1%
STM vs MELI
+859.5%
-394.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.2% |
| 7D | +12.0% | -1.2% | +13.2% | +12.5% |
| 30D | -0.4% | -18.9% | +18.5% | +7.1% |
| 3M | -13.2% | -18.4% | +5.2% | -7.5% |
| 6M | -26.1% | -4.5% | -21.6% | -26.2% |
| YTD | +81.2% | -26.0% | +107.1% | +95.4% |
| 1Y | +98.3% | -26.6% | +124.9% | +114.1% |
| 3Y | +16.7% | +8.2% | +8.5% | +4.3% |
| 5Y | -4.8% | -6.6% | +1.8% | -18.4% |
| All | +465.1% | +859.5% | -394.4% | +120.8% |
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