+979.1%
MELI vs SWK
+1.6%
+977.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.8% | +0.2% | -1.5% |
| 7D | -1.9% | +0.1% | -2.0% | -1.9% |
| 30D | +5.8% | -8.9% | +14.7% | +10.0% |
| 3M | +19.5% | +20.5% | -1.0% | +9.8% |
| 6M | +7.7% | +27.1% | -19.4% | -3.9% |
| YTD | -4.4% | +30.2% | -34.6% | -15.9% |
| 1Y | -17.9% | +24.8% | -42.7% | -27.1% |
| 3Y | +34.9% | +16.3% | +18.6% | +14.9% |
| 5Y | +1.1% | -40.1% | +41.2% | +16.3% |
| All | +979.1% | +1.6% | +977.5% | +824.3% |
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