+2.4%
MELI vs SPMO
+149.5%
-147.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -1.0% |
| 7D | -4.1% | -0.9% | -3.2% | -3.3% |
| 30D | +3.8% | -1.9% | +5.7% | +5.2% |
| 3M | +17.8% | -1.4% | +19.2% | +15.3% |
| 6M | +7.4% | +25.5% | -18.1% | -22.6% |
| YTD | -5.8% | +24.8% | -30.6% | -32.0% |
| 1Y | -18.9% | +24.5% | -43.3% | -41.2% |
| 3Y | +33.3% | +157.1% | -123.8% | -71.0% |
| All | +2.4% | +149.5% | -147.1% | -75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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