+2.4%
MELI vs OWL
-15.1%
+17.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -1.1% |
| 7D | -4.1% | -10.1% | +6.0% | +0.8% |
| 30D | +3.8% | -11.9% | +15.7% | +9.7% |
| 3M | +17.8% | +10.7% | +7.1% | +10.7% |
| 6M | +7.4% | +22.1% | -14.7% | -5.3% |
| YTD | -5.8% | -24.8% | +19.0% | +5.2% |
| 1Y | -18.9% | -39.2% | +20.3% | +0.3% |
| 3Y | +33.3% | +1.7% | +31.6% | -1.0% |
| All | +2.4% | -15.1% | +17.5% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OWL.
Daily Out/Under-Performance
Portfolio return minus OWL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OWL 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 OWL 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