-20.9%
MELI vs SWKS
+4.5%
-25.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.5% | -4.1% | -2.7% |
| 7D | -6.5% | +6.8% | -13.3% | -6.8% |
| 30D | +2.8% | +11.3% | -8.4% | +2.4% |
| 3M | +14.3% | +4.1% | +10.3% | +14.3% |
| 6M | +6.0% | +39.7% | -33.6% | -1.7% |
| YTD | -6.8% | +23.2% | -30.1% | -10.9% |
| 1Y | -20.9% | +5.3% | -26.2% | -21.7% |
| All | -20.9% | +4.5% | -25.4% | -21.7% |
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