+978.0%
UNH vs MELI
+8,701.6%
-7,723.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.7% | -1.6% |
| 7D | -1.7% | -6.5% | +4.8% | -0.7% |
| 30D | -3.8% | +2.8% | -6.7% | -4.4% |
| 3M | -4.3% | +14.3% | -18.6% | -6.3% |
| 6M | +38.6% | +6.0% | +32.6% | +36.7% |
| YTD | +20.7% | -6.8% | +27.5% | +20.7% |
| 1Y | +16.0% | -20.9% | +36.9% | +18.3% |
| 3Y | -13.5% | +31.4% | -44.9% | -19.8% |
| 5Y | +3.5% | -0.4% | +3.9% | -5.3% |
| 10Y | +245.3% | +951.2% | -705.8% | +99.7% |
| All | +978.0% | +8,701.6% | -7,723.6% | +255.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling