+2.4%
MELI vs HRB
+114.1%
-111.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.6% |
| 7D | -4.1% | -8.0% | +3.9% | -2.7% |
| 30D | +3.8% | -16.0% | +19.7% | +6.9% |
| 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% | -7.7% |
| 1Y | -18.9% | -9.6% | -9.2% | -17.7% |
| 3Y | +33.3% | +25.4% | +7.9% | +16.1% |
| All | +2.4% | +114.1% | -111.6% | -23.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling