+1.1%
MELI vs SWK
-39.0%
+40.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.6% | +1.0% | -1.3% |
| 7D | -1.9% | -0.7% | -1.2% | -1.6% |
| 30D | +5.8% | -9.7% | +15.5% | +10.0% |
| 3M | +19.5% | +19.5% | 0.0% | +11.1% |
| 6M | +7.7% | +26.0% | -18.3% | -2.5% |
| YTD | -4.4% | +29.1% | -33.4% | -14.6% |
| 1Y | -17.9% | +23.7% | -41.6% | -25.9% |
| 3Y | +34.9% | +15.3% | +19.6% | +16.2% |
| 5Y | +1.1% | -40.6% | +41.7% | +28.0% |
| All | +1.1% | -39.0% | +40.1% | +28.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling