+3.2%
MELI vs HDB
-38.6%
+41.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +2.1% |
| 7D | -4.3% | -6.2% | +1.9% | -1.2% |
| 30D | -1.7% | -6.2% | +4.5% | +1.4% |
| 3M | +20.0% | -5.9% | +25.9% | +22.6% |
| 6M | +9.4% | -25.9% | +35.3% | +25.4% |
| YTD | -5.4% | -40.2% | +34.9% | +19.9% |
| 1Y | -18.8% | -38.0% | +19.1% | +0.3% |
| 3Y | +33.5% | -30.5% | +64.0% | +48.3% |
| 5Y | +3.2% | -38.1% | +41.3% | +12.4% |
| All | +3.2% | -38.6% | +41.8% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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