+3,980.5%
MELI vs SSNC
+1,015.4%
+2,965.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.9% |
| 7D | -4.3% | -6.7% | +2.5% | -0.2% |
| 30D | -1.7% | -0.8% | -0.9% | -1.3% |
| 3M | +20.0% | +16.1% | +4.0% | +8.7% |
| 6M | +9.4% | +7.9% | +1.5% | +3.5% |
| YTD | -5.4% | -8.7% | +3.3% | -1.6% |
| 1Y | -18.8% | -9.5% | -9.4% | -15.4% |
| 3Y | +33.5% | +47.7% | -14.2% | +0.7% |
| 5Y | +3.2% | +17.6% | -14.5% | -8.0% |
| 10Y | +967.9% | +167.7% | +800.2% | +499.7% |
| All | +3,980.5% | +1,015.4% | +2,965.2% | +907.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling