+2.4%
MELI vs WAB
+221.8%
-219.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.5% | -1.1% |
| 7D | -4.1% | +0.1% | -4.2% | -4.2% |
| 30D | +3.8% | -4.1% | +7.8% | +6.2% |
| 3M | +17.8% | +8.2% | +9.7% | +10.5% |
| 6M | +7.4% | +15.4% | -8.0% | -4.4% |
| YTD | -5.8% | +33.1% | -38.9% | -24.5% |
| 1Y | -18.9% | +48.1% | -66.9% | -40.1% |
| 3Y | +33.3% | +167.7% | -134.4% | -45.1% |
| All | +2.4% | +221.8% | -219.3% | -65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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