+33.3%
MELI vs NUE
+61.7%
-28.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.0% | -0.7% |
| 7D | -4.1% | -0.6% | -3.5% | -4.0% |
| 30D | +3.8% | -4.6% | +8.3% | +4.5% |
| 3M | +17.8% | -0.3% | +18.2% | +17.5% |
| 6M | +7.4% | +51.9% | -44.5% | -2.0% |
| YTD | -5.8% | +60.0% | -65.8% | -15.3% |
| 1Y | -18.9% | +82.9% | -101.7% | -29.4% |
| 3Y | +33.3% | +66.0% | -32.6% | +8.3% |
| All | +33.3% | +61.7% | -28.3% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 3y: compounded portfolio wealth divided by compounded NUE 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…
3y analysis · Full analysis span regression · 6 months rolling