+7,063.7%
MELI vs SWKS
+1,293.0%
+5,770.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.5% | -4.2% | -2.3% |
| 7D | +0.6% | +12.5% | -11.9% | -4.8% |
| 30D | +2.9% | +10.5% | -7.6% | -2.1% |
| 3M | +21.0% | -7.4% | +28.4% | +22.7% |
| 6M | +11.8% | +32.7% | -20.8% | -7.4% |
| YTD | -1.8% | +19.2% | -20.9% | -15.2% |
| 1Y | -18.2% | +2.4% | -20.6% | -24.5% |
| 3Y | +39.2% | -25.6% | +64.8% | +35.4% |
| 5Y | +1.7% | -53.4% | +55.1% | +26.8% |
| 10Y | +967.1% | +23.2% | +943.9% | +680.7% |
| All | +7,063.7% | +1,293.0% | +5,770.7% | +855.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling