-8.7%
MELI vs USB
+25.1%
-33.7%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.3% | +0.7% |
| 7D | -1.2% | +2.6% | -3.8% | -2.4% |
| 30D | -18.9% | +8.4% | -27.3% | -21.7% |
| 3M | -18.4% | -5.5% | -12.9% | -16.4% |
| 6M | -4.5% | +17.7% | -22.2% | -11.9% |
| YTD | -26.0% | +17.6% | -43.5% | -31.9% |
| 1Y | -26.6% | +33.9% | -60.4% | -36.6% |
| 3Y | +8.2% | +103.8% | -95.6% | -26.8% |
| All | -8.7% | +25.1% | -33.7% | -13.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling