+951.2%
MELI vs USB
+104.7%
+846.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.4% |
| 7D | -6.5% | -1.1% | -5.4% | -6.1% |
| 30D | +2.8% | -3.2% | +6.1% | +4.0% |
| 3M | +14.3% | +11.8% | +2.5% | +9.5% |
| 6M | +6.0% | +21.4% | -15.4% | -1.6% |
| YTD | -6.8% | +18.6% | -25.5% | -13.0% |
| 1Y | -20.9% | +30.8% | -51.8% | -28.8% |
| 3Y | +31.4% | +96.5% | -65.1% | -0.2% |
| 5Y | -0.4% | +38.4% | -38.8% | -14.9% |
| 10Y | +951.2% | +106.7% | +844.5% | +670.1% |
| All | +951.2% | +104.7% | +846.5% | +670.1% |
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