+951.2%
MELI vs SWKS
+34.8%
+916.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.5% | -4.1% | -3.3% |
| 7D | -6.5% | +6.8% | -13.3% | -9.3% |
| 30D | +2.8% | +11.3% | -8.4% | -2.3% |
| 3M | +14.3% | +4.1% | +10.3% | +10.2% |
| 6M | +6.0% | +39.7% | -33.6% | -14.5% |
| YTD | -6.8% | +23.2% | -30.1% | -20.9% |
| 1Y | -20.9% | +5.3% | -26.2% | -27.9% |
| 3Y | +31.4% | -15.1% | +46.5% | +19.8% |
| 5Y | -0.4% | -50.3% | +49.9% | +22.9% |
| 10Y | +951.2% | +42.3% | +908.8% | +721.2% |
| All | +951.2% | +34.8% | +916.4% | +721.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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