+2.4%
MELI vs UEC
+198.6%
-196.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.2% | +4.7% | +0.6% |
| 7D | -4.1% | -9.4% | +5.4% | -2.2% |
| 30D | +3.8% | -8.0% | +11.8% | +4.9% |
| 3M | +17.8% | -1.7% | +19.5% | +16.9% |
| 6M | +7.4% | -26.1% | +33.6% | +10.5% |
| YTD | -5.8% | -10.5% | +4.7% | -8.4% |
| 1Y | -18.9% | -13.3% | -5.6% | -22.2% |
| 3Y | +33.3% | +116.4% | -83.0% | -10.4% |
| All | +2.4% | +198.6% | -196.2% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 5y: compounded portfolio wealth divided by compounded UEC 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…
5y analysis · Full analysis span regression · 6 months rolling