+789.7%
MELI vs SWK
+32.9%
+756.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.8% | -1.3% | +0.3% |
| 7D | -8.6% | +10.7% | -19.3% | -12.4% |
| 30D | -18.9% | +33.3% | -52.2% | -28.2% |
| 3M | -15.8% | +14.7% | -30.5% | -20.8% |
| 6M | -6.1% | +48.5% | -54.6% | -21.3% |
| YTD | -23.9% | +63.9% | -87.8% | -39.5% |
| 1Y | -27.3% | +80.4% | -107.7% | -44.7% |
| 3Y | +14.3% | +58.1% | -43.9% | -15.2% |
| 5Y | -10.4% | -24.5% | +14.1% | -6.6% |
| 10Y | +789.7% | +29.5% | +760.2% | +603.5% |
| All | +789.7% | +32.9% | +756.8% | +603.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling