+419.8%
TXN vs MELI
+970.3%
-550.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.5% | +4.3% | +3.9% |
| 7D | +4.0% | -4.1% | +8.1% | +5.0% |
| 30D | -2.9% | +3.8% | -6.6% | -3.9% |
| 3M | -9.1% | +17.8% | -26.9% | -13.1% |
| 6M | +36.6% | +7.4% | +29.2% | +32.5% |
| YTD | +57.5% | -5.8% | +63.3% | +56.9% |
| 1Y | +49.5% | -18.9% | +68.4% | +53.8% |
| 3Y | +76.5% | +33.3% | +43.2% | +55.9% |
| 5Y | +62.4% | +2.7% | +59.7% | +42.4% |
| All | +419.8% | +970.3% | -550.5% | +144.6% |
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