+28.1%
MELI vs HTZ
-89.5%
+117.6%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -2.0% | -0.8% |
| 7D | +0.6% | +7.5% | -6.9% | -0.2% |
| 30D | +2.9% | +47.4% | -44.5% | -2.5% |
| 3M | +21.0% | -54.9% | +75.9% | +28.5% |
| 6M | +11.8% | -47.0% | +58.8% | +14.9% |
| YTD | -1.8% | -55.3% | +53.5% | +2.9% |
| 1Y | -18.2% | -57.6% | +39.5% | -15.0% |
| 3Y | +39.2% | -86.6% | +125.8% | +81.7% |
| 5Y | +1.7% | -86.1% | +87.8% | +40.6% |
| All | +28.1% | -89.5% | +117.6% | +78.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling