+2.4%
MELI vs HCA
+71.9%
-69.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.8% | -0.9% |
| 7D | -4.1% | +5.4% | -9.5% | -5.9% |
| 30D | +3.8% | +3.0% | +0.8% | +2.5% |
| 3M | +17.8% | +13.0% | +4.8% | +11.9% |
| 6M | +7.4% | -20.3% | +27.7% | +16.0% |
| YTD | -5.8% | -8.2% | +2.4% | -4.4% |
| 1Y | -18.9% | +6.7% | -25.6% | -22.5% |
| 3Y | +33.3% | +60.4% | -27.0% | -0.6% |
| All | +2.4% | +71.9% | -69.5% | -35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling