+951.2%
MELI vs SWK
-0.7%
+951.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.3% | -0.3% | -1.6% |
| 7D | -6.5% | -4.6% | -1.9% | -4.6% |
| 30D | +2.8% | -9.9% | +12.8% | +7.5% |
| 3M | +14.3% | +15.4% | -1.1% | +7.0% |
| 6M | +6.0% | +25.0% | -18.9% | -4.7% |
| YTD | -6.8% | +27.2% | -34.1% | -17.3% |
| 1Y | -20.9% | +24.6% | -45.5% | -29.7% |
| 3Y | +31.4% | +13.7% | +17.7% | +13.1% |
| 5Y | -0.4% | -41.5% | +41.2% | +15.8% |
| 10Y | +951.2% | +0.7% | +950.5% | +809.2% |
| All | +951.2% | -0.7% | +951.8% | +809.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SWK 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling