+5,241.3%
MELI vs USB
+272.2%
+4,969.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.1% | -2.3% |
| 7D | -3.6% | +1.2% | -4.8% | -4.2% |
| 30D | -21.4% | +6.3% | -27.7% | -23.6% |
| 3M | -19.3% | -6.1% | -13.2% | -16.9% |
| 6M | -6.6% | +13.0% | -19.6% | -12.5% |
| YTD | -26.8% | +16.6% | -43.3% | -32.7% |
| 1Y | -29.9% | +31.1% | -61.0% | -39.3% |
| 3Y | +7.3% | +100.9% | -93.6% | -27.0% |
| 5Y | -7.6% | +24.5% | -32.2% | -21.8% |
| 10Y | +848.9% | +82.9% | +766.0% | +486.2% |
| All | +5,241.3% | +272.2% | +4,969.2% | +2,164.2% |
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