+2.9%
MELI vs MUB
+0.7%
+2.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +2.8% |
| 7D | -4.3% | -1.2% | -3.0% | -2.2% |
| 30D | -1.7% | -2.8% | +1.0% | +3.0% |
| 3M | +20.0% | -3.1% | +23.1% | +26.5% |
| 6M | +9.4% | -2.9% | +12.3% | +15.1% |
| YTD | -5.4% | -2.0% | -3.3% | -1.7% |
| 1Y | -18.8% | 0.0% | -18.8% | -18.4% |
| 3Y | +33.5% | +7.4% | +26.1% | +15.7% |
| All | +2.9% | +0.7% | +2.2% | +5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling