+33.3%
MELI vs WPM
+267.3%
-233.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.5% | -0.7% |
| 7D | -4.1% | -0.6% | -3.5% | -4.1% |
| 30D | +3.8% | +14.4% | -10.6% | +1.8% |
| 3M | +17.8% | +37.0% | -19.1% | +13.0% |
| 6M | +7.4% | +4.1% | +3.3% | +6.1% |
| YTD | -5.8% | +31.7% | -37.5% | -9.9% |
| 1Y | -18.9% | +44.2% | -63.0% | -23.5% |
| 3Y | +33.3% | +265.5% | -232.1% | +3.1% |
| All | +33.3% | +267.3% | -233.9% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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