+61.7%
MELI vs USAR
+58.5%
+3.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.0% | +7.6% | +1.7% |
| 7D | -4.3% | -9.3% | +5.1% | -4.1% |
| 30D | -1.7% | -15.2% | +13.4% | -1.5% |
| 3M | +20.0% | -21.1% | +41.1% | +20.3% |
| 6M | +9.4% | -21.6% | +31.0% | +9.4% |
| YTD | -5.4% | +34.8% | -40.2% | -5.7% |
| 1Y | -18.8% | +15.6% | -34.5% | -18.3% |
| 3Y | +33.5% | +57.7% | -24.2% | +47.6% |
| All | +61.7% | +58.5% | +3.2% | +80.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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