+6,802.6%
MELI vs WU
-23.5%
+6,826.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +2.0% |
| 7D | -4.3% | -5.0% | +0.7% | -1.7% |
| 30D | -1.7% | -2.3% | +0.5% | -0.7% |
| 3M | +20.0% | -3.2% | +23.2% | +18.9% |
| 6M | +9.4% | -25.0% | +34.5% | +23.8% |
| YTD | -5.4% | -21.7% | +16.3% | +3.9% |
| 1Y | -18.8% | -9.0% | -9.9% | -19.0% |
| 3Y | +33.5% | -28.9% | +62.3% | +45.3% |
| 5Y | +3.2% | -51.0% | +54.2% | +35.0% |
| 10Y | +967.9% | -40.1% | +1,008.0% | +1,016.3% |
| All | +6,802.6% | -23.5% | +6,826.0% | +5,087.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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