-0.4%
MELI vs HAS
+10.8%
-11.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.1% | -2.0% |
| 7D | -6.5% | -4.8% | -1.6% | -4.6% |
| 30D | +2.8% | -5.1% | +8.0% | +5.2% |
| 3M | +14.3% | +6.4% | +7.9% | +11.2% |
| 6M | +6.0% | -5.6% | +11.7% | +7.4% |
| YTD | -6.8% | +11.0% | -17.8% | -12.2% |
| 1Y | -20.9% | +16.8% | -37.7% | -27.3% |
| 3Y | +31.4% | +44.0% | -12.7% | +7.0% |
| 5Y | -0.4% | +11.0% | -11.4% | +15.2% |
| All | -0.4% | +10.8% | -11.2% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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