+33.3%
MELI vs SSNC
+49.3%
-15.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -1.2% |
| 7D | -4.1% | -4.0% | -0.1% | -2.4% |
| 30D | +3.8% | +0.5% | +3.3% | +3.5% |
| 3M | +17.8% | +18.9% | -1.1% | +8.7% |
| 6M | +7.4% | +10.8% | -3.4% | +2.3% |
| YTD | -5.8% | -7.1% | +1.3% | -2.7% |
| 1Y | -18.9% | -9.6% | -9.2% | -15.3% |
| 3Y | +33.3% | +51.1% | -17.7% | +5.1% |
| All | +33.3% | +49.3% | -15.9% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 3y: compounded portfolio wealth divided by compounded SSNC 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…
3y analysis · Full analysis span regression · 6 months rolling