+789.7%
MELI vs SW
+183.3%
+606.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | -8.6% | +1.8% | -10.4% | -8.8% |
| 30D | -18.9% | +7.0% | -25.9% | -19.7% |
| 3M | -15.8% | -7.6% | -8.2% | -14.9% |
| 6M | -6.1% | +8.5% | -14.7% | -7.5% |
| YTD | -23.9% | +17.7% | -41.6% | -26.2% |
| 1Y | -27.3% | +27.1% | -54.4% | -30.3% |
| 3Y | +14.3% | +48.2% | -33.9% | +5.5% |
| 5Y | -10.4% | -2.3% | -8.0% | -15.7% |
| 10Y | +789.7% | +183.3% | +606.3% | +676.2% |
| All | +789.7% | +183.3% | +606.3% | +676.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 10y: compounded portfolio wealth divided by compounded SW 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…
10y analysis · Full analysis span regression · 6 months rolling