+2.4%
MELI vs WY
-22.2%
+24.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | -4.1% | -4.2% | +0.1% | -1.9% |
| 30D | +3.8% | -10.1% | +13.9% | +9.9% |
| 3M | +17.8% | -8.5% | +26.3% | +22.8% |
| 6M | +7.4% | -3.3% | +10.8% | +8.3% |
| YTD | -5.8% | -4.4% | -1.4% | -5.1% |
| 1Y | -18.9% | -11.5% | -7.4% | -14.9% |
| 3Y | +33.3% | -24.3% | +57.7% | +46.5% |
| All | +2.4% | -22.2% | +24.6% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 5y: compounded portfolio wealth divided by compounded WY 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…
5y analysis · Full analysis span regression · 6 months rolling