+1.6%
MELI vs SIMO
+305.4%
-303.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.1% | -4.7% | -2.8% |
| 7D | -6.5% | +14.5% | -21.0% | -8.0% |
| 30D | +2.8% | +20.4% | -17.6% | +0.2% |
| 3M | +14.3% | +7.1% | +7.2% | +11.1% |
| 6M | +6.0% | +129.2% | -123.2% | -12.8% |
| YTD | -6.8% | +201.9% | -208.8% | -28.9% |
| 1Y | -20.9% | +235.5% | -256.4% | -41.4% |
| 3Y | +31.4% | +463.8% | -432.5% | -16.6% |
| All | +1.6% | +305.4% | -303.8% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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