+7,063.7%
MELI vs WM
+920.5%
+6,143.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | +0.3% |
| 7D | +0.6% | -0.3% | +0.9% | +0.8% |
| 30D | +2.9% | -2.4% | +5.3% | +4.7% |
| 3M | +21.0% | +0.4% | +20.6% | +19.6% |
| 6M | +11.8% | -9.5% | +21.3% | +19.4% |
| YTD | -1.8% | +0.5% | -2.3% | -3.7% |
| 1Y | -18.2% | -1.1% | -17.1% | -19.5% |
| 3Y | +39.2% | +46.0% | -6.9% | -5.1% |
| 5Y | +1.7% | +51.8% | -50.2% | -33.7% |
| 10Y | +967.1% | +307.5% | +659.5% | +158.5% |
| All | +7,063.7% | +920.5% | +6,143.2% | +519.8% |
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