+961.1%
MELI vs WMB
+307.8%
+653.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.2% | -0.7% |
| 7D | -4.1% | -1.0% | -3.1% | -3.8% |
| 30D | +3.8% | -0.4% | +4.2% | +3.6% |
| 3M | +17.8% | +3.2% | +14.6% | +15.6% |
| 6M | +7.4% | +0.1% | +7.4% | +6.2% |
| YTD | -5.8% | +23.9% | -29.7% | -14.5% |
| 1Y | -18.9% | +27.6% | -46.5% | -27.5% |
| 3Y | +33.3% | +141.9% | -108.6% | -8.9% |
| 5Y | +2.7% | +273.8% | -271.1% | -40.4% |
| All | +961.1% | +307.8% | +653.3% | +500.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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