+5,367.8%
MELI vs USB
+265.9%
+5,101.9%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.1% |
| 7D | -7.1% | 0.0% | -7.1% | -6.9% |
| 30D | -19.4% | +5.8% | -25.2% | -21.5% |
| 3M | -17.5% | -6.0% | -11.5% | -15.1% |
| 6M | -18.0% | +7.8% | -25.8% | -21.4% |
| YTD | -25.0% | +14.6% | -39.6% | -30.5% |
| 1Y | -29.1% | +31.8% | -60.8% | -38.7% |
| 3Y | +9.8% | +91.5% | -81.7% | -23.5% |
| 5Y | -7.3% | +22.0% | -29.4% | -20.9% |
| 10Y | +807.8% | +96.1% | +711.7% | +437.3% |
| All | +5,367.8% | +265.9% | +5,101.9% | +2,237.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling