-24.5%
MELI vs HRB
+16.9%
-41.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.4% | +0.3% | +4.3% |
| 7D | +4.0% | +16.0% | -12.1% | +2.8% |
| 30D | -6.5% | +32.1% | -38.6% | -8.7% |
| 3M | -7.9% | +21.5% | -29.4% | -9.3% |
| 6M | -4.1% | +82.1% | -86.1% | -10.1% |
| YTD | -13.6% | +31.6% | -45.2% | -11.8% |
| 1Y | -24.5% | +15.9% | -40.4% | -22.4% |
| All | -24.5% | +16.9% | -41.4% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling