+3.2%
MELI vs HST
+72.0%
-68.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.3% |
| 7D | -4.3% | +0.7% | -4.9% | -4.6% |
| 30D | -1.7% | -0.7% | -1.1% | -1.5% |
| 3M | +20.0% | -4.0% | +24.0% | +22.1% |
| 6M | +9.4% | +20.7% | -11.3% | -2.6% |
| YTD | -5.4% | +31.0% | -36.4% | -19.9% |
| 1Y | -18.8% | +36.2% | -55.1% | -33.4% |
| 3Y | +33.5% | +66.6% | -33.2% | -9.4% |
| 5Y | +3.2% | +75.8% | -72.6% | -29.2% |
| All | +3.2% | +72.0% | -68.8% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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