+34.9%
MELI vs URI
+126.5%
-91.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.5% | -3.2% | -2.7% |
| 7D | -1.9% | +2.5% | -4.4% | -2.3% |
| 30D | +5.8% | -12.5% | +18.3% | +8.3% |
| 3M | +19.5% | -6.2% | +25.7% | +20.4% |
| 6M | +7.7% | +25.9% | -18.1% | +1.6% |
| YTD | -4.4% | +26.2% | -30.6% | -10.2% |
| 1Y | -17.9% | +5.5% | -23.4% | -20.0% |
| 3Y | +34.9% | +125.0% | -90.1% | +1.4% |
| All | +34.9% | +126.5% | -91.6% | +1.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling