+7,063.7%
MELI vs SWK
+189.1%
+6,874.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.2% |
| 7D | +0.6% | -0.4% | +1.1% | +0.8% |
| 30D | +2.9% | -5.7% | +8.6% | +6.5% |
| 3M | +21.0% | +24.1% | -3.1% | +5.5% |
| 6M | +11.8% | +24.7% | -12.9% | -3.9% |
| YTD | -1.8% | +33.9% | -35.7% | -19.7% |
| 1Y | -18.2% | +34.7% | -52.9% | -34.3% |
| 3Y | +39.2% | +15.3% | +23.9% | +10.1% |
| 5Y | +1.7% | -39.3% | +40.9% | +18.9% |
| 10Y | +967.1% | +2.5% | +964.6% | +620.3% |
| All | +7,063.7% | +189.1% | +6,874.6% | +1,617.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling