+888.3%
MELI vs SWK
+20.6%
+867.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.8% |
| 7D | -13.1% | -2.3% | -10.8% | -12.1% |
| 30D | -20.1% | +30.4% | -50.5% | -28.7% |
| 3M | -22.1% | +12.1% | -34.2% | -26.0% |
| 6M | -2.9% | +49.1% | -52.0% | -18.8% |
| YTD | -24.9% | +60.4% | -85.4% | -39.8% |
| 1Y | -28.0% | +78.3% | -106.3% | -45.1% |
| 3Y | +10.0% | +53.3% | -43.3% | -17.4% |
| 5Y | -4.1% | -27.0% | +22.8% | +1.5% |
| All | +888.3% | +20.6% | +867.7% | +614.5% |
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