+5,296.2%
MELI vs WM
+1,011.1%
+4,285.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.3% | -3.1% | -3.0% |
| 7D | -10.3% | +1.2% | -11.5% | -11.2% |
| 30D | -21.1% | +13.7% | -34.8% | -29.1% |
| 3M | -18.3% | +5.2% | -23.5% | -22.1% |
| 6M | -8.7% | +11.2% | -19.9% | -17.4% |
| YTD | -26.0% | +9.4% | -35.4% | -32.6% |
| 1Y | -28.8% | +20.4% | -49.2% | -40.1% |
| 3Y | +8.4% | +44.7% | -36.3% | -25.2% |
| 5Y | -6.4% | +58.5% | -64.9% | -40.9% |
| 10Y | +818.3% | +326.4% | +492.0% | +115.4% |
| All | +5,296.2% | +1,011.1% | +4,285.1% | +333.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling