+4.5%
HD vs MELI
+2.1%
+2.4%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | -3.8% | -4.1% | +0.3% | -3.2% |
| 30D | -9.4% | +3.8% | -13.2% | -10.1% |
| 3M | -4.6% | +17.8% | -22.4% | -7.3% |
| 6M | -10.1% | +7.4% | -17.5% | -11.5% |
| YTD | -8.3% | -5.8% | -2.5% | -8.2% |
| 1Y | -25.0% | -18.9% | -6.2% | -23.4% |
| 3Y | +1.5% | +33.3% | -31.8% | -7.0% |
| All | +4.5% | +2.1% | +2.4% | -13.0% |
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