+966.1%
MELI vs URI
+1,233.8%
-267.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.9% | +5.5% | +3.0% |
| 7D | -4.3% | -0.5% | -3.8% | -4.2% |
| 30D | -1.7% | -13.4% | +11.6% | +3.1% |
| 3M | +20.0% | -6.2% | +26.2% | +21.6% |
| 6M | +9.4% | +28.0% | -18.6% | -2.9% |
| YTD | -5.4% | +23.0% | -28.3% | -15.5% |
| 1Y | -18.8% | +5.5% | -24.4% | -23.6% |
| 3Y | +33.5% | +119.2% | -85.7% | -11.2% |
| 5Y | +3.2% | +201.0% | -197.9% | -40.1% |
| All | +966.1% | +1,233.8% | -267.7% | +308.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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