-35.7%
U vs MELI
+92.2%
-127.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.5% | +5.0% | +4.8% |
| 7D | +5.5% | -4.1% | +9.6% | +8.7% |
| 30D | -1.3% | +3.8% | -5.1% | -4.7% |
| 3M | +64.6% | +17.8% | +46.7% | +42.6% |
| 6M | +119.4% | +7.4% | +111.9% | +99.8% |
| YTD | -0.5% | -5.8% | +5.3% | -0.3% |
| 1Y | +1.3% | -18.9% | +20.1% | +12.9% |
| 3Y | +15.6% | +33.3% | -17.7% | -21.4% |
| 5Y | -67.5% | +2.7% | -70.2% | -75.6% |
| All | -35.7% | +92.2% | -127.9% | -78.0% |
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