+8.1%
MELI vs WM
+44.7%
-36.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -19.4% |
| 6M | -8.7% | +11.2% | -19.9% | -11.2% |
| YTD | -26.0% | +9.4% | -35.4% | -27.8% |
| 1Y | -28.8% | +20.4% | -49.2% | -32.0% |
| All | +8.1% | +44.7% | -36.6% | -0.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling