+961.1%
MELI vs HRB
+209.1%
+752.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.6% |
| 7D | -4.1% | -8.0% | +3.9% | -2.6% |
| 30D | +3.8% | -16.0% | +19.7% | +7.1% |
| 3M | +17.8% | +26.9% | -9.0% | +11.8% |
| 6M | +7.4% | +51.1% | -43.7% | -2.3% |
| YTD | -5.8% | +7.1% | -12.9% | -8.4% |
| 1Y | -18.9% | -9.6% | -9.2% | -18.5% |
| 3Y | +33.3% | +25.4% | +7.9% | +21.3% |
| 5Y | +2.7% | +114.9% | -112.2% | -17.0% |
| All | +961.1% | +209.1% | +752.0% | +722.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling