+789.7%
MELI vs USB
+94.3%
+695.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.5% | -1.0% | +0.6% |
| 7D | -8.6% | +0.8% | -9.4% | -8.7% |
| 30D | -18.9% | +6.8% | -25.7% | -20.7% |
| 3M | -15.8% | -3.8% | -12.0% | -14.7% |
| 6M | -6.1% | +11.7% | -17.9% | -10.2% |
| YTD | -23.9% | +17.5% | -41.4% | -28.6% |
| 1Y | -27.3% | +33.8% | -61.1% | -35.1% |
| 3Y | +14.3% | +104.2% | -90.0% | -14.0% |
| 5Y | -10.4% | +26.4% | -36.8% | -21.2% |
| 10Y | +789.7% | +89.2% | +700.5% | +709.6% |
| All | +789.7% | +94.3% | +695.4% | +709.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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