-18.9%
MELI vs MUB
+0.2%
-19.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -1.4% |
| 7D | -4.1% | -0.8% | -3.3% | -2.2% |
| 30D | +3.8% | -2.4% | +6.2% | +10.0% |
| 3M | +17.8% | -2.8% | +20.7% | +26.4% |
| 6M | +7.4% | -2.2% | +9.7% | +12.2% |
| YTD | -5.8% | -1.6% | -4.2% | +3.1% |
| 1Y | -18.9% | 0.0% | -18.9% | +7.8% |
| All | -18.9% | +0.2% | -19.1% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 1y: compounded portfolio wealth divided by compounded MUB 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…
1y analysis · Full analysis span regression · 6 months rolling