+33.3%
MELI vs SU
+120.0%
-86.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.3% | -0.5% |
| 7D | -4.1% | +2.2% | -6.3% | -4.1% |
| 30D | +3.8% | +8.4% | -4.7% | +3.9% |
| 3M | +17.8% | +12.1% | +5.8% | +18.0% |
| 6M | +7.4% | +19.7% | -12.2% | +6.8% |
| YTD | -5.8% | +58.4% | -64.2% | -8.0% |
| 1Y | -18.9% | +67.2% | -86.1% | -21.1% |
| 3Y | +33.3% | +125.0% | -91.7% | +28.8% |
| All | +33.3% | +120.0% | -86.6% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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