+187.4%
HIMS vs CMI
+299.3%
-111.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.5% | +1.6% |
| 7D | -0.9% | +1.9% | -2.8% | -1.8% |
| 30D | -10.8% | -12.5% | +1.7% | -5.1% |
| 3M | +3.7% | -16.2% | +19.9% | +12.5% |
| 6M | +79.0% | +4.9% | +74.1% | +74.6% |
| YTD | -13.2% | +11.1% | -24.4% | -18.4% |
| 1Y | -43.3% | +43.4% | -86.6% | -52.5% |
| 3Y | +331.4% | +154.1% | +177.3% | +199.4% |
| 5Y | +230.2% | +169.5% | +60.8% | +123.1% |
| All | +187.4% | +299.3% | -111.8% | +86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CMI.
Daily Out/Under-Performance
Portfolio return minus CMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMI 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 CMI 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