+59.5%
SCHW vs MELI
+2.1%
+57.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | -1.9% | -4.1% | +2.2% | -1.1% |
| 30D | -1.6% | +3.8% | -5.4% | -2.4% |
| 3M | +21.3% | +17.8% | +3.4% | +17.2% |
| 6M | +16.5% | +7.4% | +9.1% | +14.1% |
| YTD | +8.4% | -5.8% | +14.2% | +8.6% |
| 1Y | +15.6% | -18.9% | +34.5% | +18.7% |
| 3Y | +86.8% | +33.3% | +53.5% | +70.5% |
| All | +59.5% | +2.1% | +57.4% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MELI.
Daily Out/Under-Performance
Portfolio return minus MELI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MELI 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 MELI 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