+961.1%
MELI vs HCA
+511.6%
+449.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.8% | -0.9% |
| 7D | -4.1% | +5.4% | -9.5% | -5.8% |
| 30D | +3.8% | +3.0% | +0.8% | +2.6% |
| 3M | +17.8% | +13.0% | +4.8% | +12.5% |
| 6M | +7.4% | -20.3% | +27.7% | +14.6% |
| YTD | -5.8% | -8.2% | +2.4% | -4.5% |
| 1Y | -18.9% | +6.7% | -25.6% | -21.9% |
| 3Y | +33.3% | +60.4% | -27.0% | +7.8% |
| 5Y | +2.7% | +73.4% | -70.7% | -21.0% |
| All | +961.1% | +511.6% | +449.5% | +453.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 10y: compounded portfolio wealth divided by compounded HCA 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…
10y analysis · Full analysis span regression · 6 months rolling