+6,694.3%
MELI vs WMB
+593.1%
+6,101.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | -2.2% |
| 7D | -6.5% | 0.0% | -6.5% | -6.5% |
| 30D | +2.8% | +4.6% | -1.7% | +0.4% |
| 3M | +14.3% | +5.7% | +8.6% | +10.5% |
| 6M | +6.0% | +4.2% | +1.8% | +2.7% |
| YTD | -6.8% | +26.8% | -33.7% | -17.9% |
| 1Y | -20.9% | +34.7% | -55.6% | -32.6% |
| 3Y | +31.4% | +146.8% | -115.4% | -17.0% |
| 5Y | -0.4% | +285.0% | -285.4% | -49.1% |
| 10Y | +951.2% | +313.2% | +638.0% | +370.0% |
| All | +6,694.3% | +593.1% | +6,101.2% | +1,174.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling