+3,770.5%
MELI vs SCHG
+1,132.2%
+2,638.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.3% | -1.6% |
| 7D | -4.1% | -1.0% | -3.1% | -2.7% |
| 30D | +3.8% | -1.3% | +5.0% | +5.5% |
| 3M | +17.8% | +5.4% | +12.4% | +9.1% |
| 6M | +7.4% | +14.4% | -7.0% | -11.2% |
| YTD | -5.8% | +8.0% | -13.8% | -15.9% |
| 1Y | -18.9% | +12.7% | -31.6% | -31.8% |
| 3Y | +33.3% | +85.6% | -52.3% | -48.4% |
| 5Y | +2.7% | +85.5% | -82.8% | -56.3% |
| 10Y | +962.9% | +456.0% | +506.9% | -1.6% |
| All | +3,770.5% | +1,132.2% | +2,638.3% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 SCHG 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