+6,802.6%
MELI vs WSM
+2,109.8%
+4,692.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +2.2% |
| 7D | -4.3% | +0.4% | -4.7% | -4.4% |
| 30D | -1.7% | -10.7% | +9.0% | +2.4% |
| 3M | +20.0% | +8.5% | +11.5% | +15.8% |
| 6M | +9.4% | +19.6% | -10.2% | +1.7% |
| YTD | -5.4% | +26.6% | -32.0% | -14.4% |
| 1Y | -18.8% | +12.0% | -30.8% | -23.5% |
| 3Y | +33.5% | +226.6% | -193.2% | -25.5% |
| 5Y | +3.2% | +174.1% | -170.9% | -39.2% |
| 10Y | +967.9% | +1,052.9% | -85.0% | +206.7% |
| All | +6,802.6% | +2,109.8% | +4,692.7% | +841.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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