+872.7%
MELI vs SWKS
+43.2%
+829.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.0% | -4.5% | -1.1% |
| 7D | -13.1% | +5.7% | -18.8% | -15.1% |
| 30D | -20.1% | +17.3% | -37.4% | -25.5% |
| 3M | -22.1% | +28.3% | -50.3% | -31.9% |
| 6M | -2.9% | +26.1% | -29.0% | -17.4% |
| YTD | -24.9% | +41.1% | -66.0% | -41.2% |
| 1Y | -28.0% | +31.4% | -59.4% | -41.6% |
| 3Y | +10.0% | +7.3% | +2.7% | -13.1% |
| 5Y | -4.1% | -37.7% | +33.6% | +4.3% |
| 10Y | +872.7% | +46.0% | +826.6% | +601.8% |
| All | +872.7% | +43.2% | +829.5% | +601.8% |
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