-16.3%
UNH vs MELI
+31.9%
-48.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.4% |
| 7D | -4.5% | -4.1% | -0.5% | -4.5% |
| 30D | -6.5% | +3.8% | -10.3% | -6.5% |
| 3M | -6.0% | +17.8% | -23.8% | -6.0% |
| 6M | +33.7% | +7.4% | +26.2% | +33.4% |
| YTD | +16.4% | -5.8% | +22.2% | +15.9% |
| 1Y | +10.1% | -18.9% | +28.9% | +9.5% |
| 3Y | -16.3% | +33.3% | -49.6% | -12.3% |
| All | -16.3% | +31.9% | -48.2% | -12.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling