+6,508.7%
MELI vs MUB
+75.4%
+6,433.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.4% |
| 7D | -6.5% | -0.7% | -5.8% | -6.2% |
| 30D | +2.8% | -2.0% | +4.8% | +3.7% |
| 3M | +14.3% | -2.5% | +16.9% | +15.6% |
| 6M | +6.0% | -2.3% | +8.4% | +7.1% |
| YTD | -6.8% | -1.3% | -5.5% | -6.2% |
| 1Y | -20.9% | +1.1% | -22.0% | -21.2% |
| 3Y | +31.4% | +8.2% | +23.2% | +27.8% |
| 5Y | -0.4% | +1.5% | -1.8% | -2.1% |
| 10Y | +951.2% | +17.6% | +933.6% | +945.8% |
| All | +6,508.7% | +75.4% | +6,433.4% | +7,207.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling