+2.9%
MELI vs WEC
+30.6%
-27.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.3% | +1.7% |
| 7D | -4.3% | -1.3% | -3.0% | -4.1% |
| 30D | -1.7% | -0.4% | -1.4% | -1.8% |
| 3M | +20.0% | -6.8% | +26.8% | +21.0% |
| 6M | +9.4% | -6.4% | +15.8% | +10.2% |
| YTD | -5.4% | +2.5% | -7.8% | -6.0% |
| 1Y | -18.8% | -0.4% | -18.4% | -19.1% |
| 3Y | +33.5% | +38.5% | -5.1% | +24.8% |
| All | +2.9% | +30.6% | -27.7% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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