-18.2%
MELI vs WM
-0.9%
-17.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.5% |
| 7D | +0.6% | -0.3% | +0.9% | +0.7% |
| 30D | +2.9% | -2.4% | +5.3% | +3.2% |
| 3M | +21.0% | +0.4% | +20.6% | +20.6% |
| 6M | +11.8% | -9.5% | +21.3% | +12.5% |
| YTD | -1.8% | +0.5% | -2.3% | -1.7% |
| 1Y | -18.2% | -1.1% | -17.1% | -20.5% |
| All | -18.2% | -0.9% | -17.2% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling