+33.3%
MELI vs HSY
-9.3%
+42.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | -4.1% | +0.1% | -4.2% | -4.1% |
| 30D | +3.8% | -5.2% | +9.0% | +3.7% |
| 3M | +17.8% | -3.4% | +21.3% | +17.7% |
| 6M | +7.4% | -19.2% | +26.6% | +6.4% |
| YTD | -5.8% | -2.6% | -3.2% | -5.9% |
| 1Y | -18.9% | -3.8% | -15.1% | -19.0% |
| 3Y | +33.3% | -10.6% | +44.0% | +39.9% |
| All | +33.3% | -9.3% | +42.7% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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