+966.1%
MELI vs WM
+306.3%
+659.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +2.0% |
| 7D | -4.3% | -3.1% | -1.1% | -2.6% |
| 30D | -1.7% | -5.3% | +3.6% | +1.1% |
| 3M | +20.0% | -4.2% | +24.3% | +22.3% |
| 6M | +9.4% | -8.1% | +17.5% | +13.7% |
| YTD | -5.4% | -1.4% | -3.9% | -5.5% |
| 1Y | -18.8% | +0.2% | -19.1% | -20.2% |
| 3Y | +33.5% | +43.1% | -9.6% | +2.7% |
| 5Y | +3.2% | +49.8% | -46.6% | -23.1% |
| All | +966.1% | +306.3% | +659.7% | +328.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling