+21.4%
MELI vs HTZ
-90.6%
+112.0%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.3% | +2.7% | -2.0% |
| 7D | -6.5% | -10.4% | +3.9% | -5.4% |
| 30D | +2.8% | -2.4% | +5.2% | +2.5% |
| 3M | +14.3% | -60.9% | +75.2% | +23.4% |
| 6M | +6.0% | -50.2% | +56.3% | +9.6% |
| YTD | -6.8% | -59.7% | +52.9% | -1.4% |
| 1Y | -20.9% | -66.0% | +45.1% | -15.5% |
| 3Y | +31.4% | -87.1% | +118.4% | +69.1% |
| 5Y | -0.4% | -86.9% | +86.5% | +38.7% |
| All | +21.4% | -90.6% | +112.0% | +71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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