-0.4%
MELI vs SUI
-33.5%
+33.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.4% | -1.2% | -1.9% |
| 7D | -6.5% | -4.3% | -2.2% | -4.3% |
| 30D | +2.8% | -2.1% | +5.0% | +4.1% |
| 3M | +14.3% | -6.1% | +20.4% | +17.9% |
| 6M | +6.0% | -12.8% | +18.8% | +13.6% |
| YTD | -6.8% | -4.6% | -2.2% | -5.4% |
| 1Y | -20.9% | -7.7% | -13.2% | -18.5% |
| 3Y | +31.4% | +10.9% | +20.4% | +14.4% |
| 5Y | -0.4% | -32.4% | +32.0% | +31.0% |
| All | -0.4% | -33.5% | +33.1% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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