+33.3%
MELI vs HRB
+25.9%
+7.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.5% |
| 7D | -4.1% | -8.0% | +3.9% | -3.7% |
| 30D | +3.8% | -16.0% | +19.7% | +4.5% |
| 3M | +17.8% | +26.9% | -9.0% | +16.2% |
| 6M | +7.4% | +51.1% | -43.7% | +4.9% |
| YTD | -5.8% | +7.1% | -12.9% | -7.0% |
| 1Y | -18.9% | -9.6% | -9.2% | -20.0% |
| 3Y | +33.3% | +25.4% | +7.9% | +24.1% |
| All | +33.3% | +25.9% | +7.5% | +24.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling