+8.2%
MELI vs USB
+103.6%
-95.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.3% | +0.8% |
| 7D | -1.2% | +2.6% | -3.8% | -2.1% |
| 30D | -18.9% | +8.4% | -27.3% | -20.9% |
| 3M | -18.4% | -5.5% | -12.9% | -17.0% |
| 6M | -4.5% | +17.7% | -22.2% | -10.1% |
| YTD | -26.0% | +17.6% | -43.5% | -30.4% |
| 1Y | -26.6% | +33.9% | -60.4% | -34.1% |
| 3Y | +8.2% | +103.8% | -95.6% | -11.7% |
| All | +8.2% | +103.6% | -95.4% | -11.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling