+6,802.6%
MELI vs SRE
+464.9%
+6,337.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.3% |
| 7D | -4.3% | -0.7% | -3.6% | -3.9% |
| 30D | -1.7% | -1.7% | 0.0% | -1.1% |
| 3M | +20.0% | -7.1% | +27.1% | +24.4% |
| 6M | +9.4% | -8.4% | +17.8% | +13.6% |
| YTD | -5.4% | -3.5% | -1.9% | -5.2% |
| 1Y | -18.8% | +5.4% | -24.2% | -23.3% |
| 3Y | +33.5% | +29.5% | +4.0% | +5.8% |
| 5Y | +3.2% | +48.3% | -45.1% | -26.2% |
| 10Y | +967.9% | +123.5% | +844.5% | +388.2% |
| All | +6,802.6% | +464.9% | +6,337.6% | +994.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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