+872.7%
MELI vs USB
+84.9%
+787.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | -13.1% | -0.5% | -12.6% | -12.8% |
| 30D | -20.1% | +5.7% | -25.8% | -21.6% |
| 3M | -22.1% | -4.7% | -17.4% | -20.8% |
| 6M | -2.9% | +13.4% | -16.3% | -7.6% |
| YTD | -24.9% | +17.0% | -41.9% | -29.5% |
| 1Y | -28.0% | +32.4% | -60.4% | -35.5% |
| 3Y | +10.0% | +101.7% | -91.7% | -17.0% |
| 5Y | -4.1% | +24.4% | -28.5% | -15.4% |
| 10Y | +872.7% | +83.6% | +789.1% | +706.8% |
| All | +872.7% | +84.9% | +787.8% | +706.8% |
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