-28.0%
MELI vs SWKS
+30.3%
-58.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.0% | -4.5% | +1.6% |
| 7D | -13.1% | +5.7% | -18.8% | -13.0% |
| 30D | -20.1% | +17.3% | -37.4% | -19.8% |
| 3M | -22.1% | +28.3% | -50.3% | -21.7% |
| 6M | -2.9% | +26.1% | -29.0% | -3.0% |
| YTD | -24.9% | +41.1% | -66.0% | -26.9% |
| 1Y | -28.0% | +31.4% | -59.4% | -27.4% |
| All | -28.0% | +30.3% | -58.2% | -27.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling