+59.2%
HAL vs MELI
-7.0%
+66.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +3.0% |
| 7D | +6.1% | -1.2% | +7.3% | +6.3% |
| 30D | +2.9% | -18.9% | +21.8% | +5.4% |
| 3M | +3.3% | -18.4% | +21.8% | +5.6% |
| 6M | -16.9% | -4.5% | -12.4% | -17.1% |
| YTD | +21.2% | -26.0% | +47.1% | +24.5% |
| 1Y | +27.5% | -26.6% | +54.1% | +31.1% |
| 3Y | -6.4% | +8.2% | -14.7% | -10.0% |
| All | +59.2% | -7.0% | +66.1% | +52.6% |
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