+396.0%
HPE vs MELI
+2.1%
+393.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -0.5% | +12.9% | +12.5% |
| 7D | +19.4% | -4.1% | +23.5% | +20.0% |
| 30D | +5.6% | +3.8% | +1.8% | +4.8% |
| 3M | +33.1% | +17.8% | +15.2% | +28.9% |
| 6M | +192.5% | +7.4% | +185.0% | +186.0% |
| YTD | +160.9% | -5.8% | +166.7% | +160.4% |
| 1Y | +155.0% | -18.9% | +173.8% | +159.9% |
| 3Y | +289.4% | +33.3% | +256.1% | +262.1% |
| All | +396.0% | +2.1% | +393.9% | +294.3% |
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 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