+3.2%
MELI vs SO
+57.1%
-54.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.7% |
| 7D | -4.3% | -1.1% | -3.1% | -4.1% |
| 30D | -1.7% | -3.7% | +2.0% | -1.1% |
| 3M | +20.0% | -5.9% | +25.9% | +21.2% |
| 6M | +9.4% | -7.3% | +16.8% | +10.7% |
| YTD | -5.4% | +3.1% | -8.5% | -6.3% |
| 1Y | -18.8% | -1.0% | -17.9% | -19.1% |
| 3Y | +33.5% | +43.2% | -9.8% | +19.2% |
| 5Y | +3.2% | +59.1% | -55.9% | -14.2% |
| All | +3.2% | +57.1% | -54.0% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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