+9.8%
MELI vs SW
+39.0%
-29.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.1% |
| 7D | -7.1% | +2.3% | -9.4% | -7.4% |
| 30D | -19.4% | +6.8% | -26.2% | -20.3% |
| 3M | -17.5% | -5.2% | -12.3% | -16.7% |
| 6M | -18.0% | +7.4% | -25.4% | -19.2% |
| YTD | -25.0% | +17.4% | -42.4% | -27.5% |
| 1Y | -29.1% | +27.1% | -56.1% | -32.4% |
| 3Y | +9.8% | +47.9% | -38.0% | +2.0% |
| All | +9.8% | +39.0% | -29.2% | +2.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling