-29.0%
MELI vs WM
+19.7%
-48.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.3% | -3.1% | -2.8% |
| 7D | -10.3% | +1.2% | -11.5% | -10.6% |
| 30D | -21.1% | +13.7% | -34.8% | -23.4% |
| 3M | -18.3% | +5.2% | -23.5% | -19.5% |
| 6M | -8.7% | +11.2% | -19.9% | -11.6% |
| YTD | -26.0% | +9.4% | -35.4% | -28.2% |
| All | -29.0% | +19.7% | -48.7% | -30.1% |
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