+7,063.7%
MELI vs URI
+3,305.9%
+3,757.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -1.3% |
| 7D | +0.6% | -2.0% | +2.6% | +1.3% |
| 30D | +2.9% | -12.9% | +15.8% | +8.6% |
| 3M | +21.0% | -6.7% | +27.7% | +23.2% |
| 6M | +11.8% | +19.0% | -7.2% | +0.9% |
| YTD | -1.8% | +25.5% | -27.3% | -14.2% |
| 1Y | -18.2% | +5.5% | -23.7% | -23.6% |
| 3Y | +39.2% | +111.3% | -72.1% | -8.4% |
| 5Y | +1.7% | +198.6% | -196.9% | -42.0% |
| 10Y | +967.1% | +1,179.9% | -212.9% | +179.6% |
| All | +7,063.7% | +3,305.9% | +3,757.8% | +404.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling