+6,802.6%
MELI vs BWA
+299.5%
+6,503.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.2% |
| 7D | -4.3% | -0.1% | -4.2% | -4.2% |
| 30D | -1.7% | -5.5% | +3.7% | +0.8% |
| 3M | +20.0% | -7.6% | +27.6% | +23.6% |
| 6M | +9.4% | +25.0% | -15.5% | -6.0% |
| YTD | -5.4% | +47.0% | -52.3% | -27.7% |
| 1Y | -18.8% | +54.0% | -72.8% | -40.0% |
| 3Y | +33.5% | +70.7% | -37.2% | -12.5% |
| 5Y | +3.2% | +86.7% | -83.5% | -36.6% |
| 10Y | +967.9% | +154.0% | +814.0% | +351.4% |
| All | +6,802.6% | +299.5% | +6,503.1% | +1,779.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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