+2.4%
MELI vs HBM
+327.6%
-325.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -4.1% | -3.3% | -0.8% | -3.5% |
| 30D | +3.8% | -4.8% | +8.6% | +4.5% |
| 3M | +17.8% | -0.4% | +18.3% | +16.2% |
| 6M | +7.4% | +17.9% | -10.4% | -0.2% |
| YTD | -5.8% | +33.7% | -39.5% | -16.6% |
| 1Y | -18.9% | +95.6% | -114.4% | -36.0% |
| 3Y | +33.3% | +458.1% | -424.8% | -32.0% |
| All | +2.4% | +327.6% | -325.2% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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