-43.3%
HIMS vs CMS
-0.5%
-42.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +2.0% |
| 7D | -0.9% | +1.2% | -2.2% | -0.2% |
| 30D | -10.8% | -3.2% | -7.7% | -12.2% |
| 3M | +3.7% | -2.2% | +5.9% | +1.5% |
| 6M | +79.0% | -9.4% | +88.4% | +74.2% |
| YTD | -13.2% | +0.7% | -13.9% | -16.6% |
| 1Y | -43.3% | +0.4% | -43.6% | -42.6% |
| All | -43.3% | -0.5% | -42.8% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CMS.
Daily Out/Under-Performance
Portfolio return minus CMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMS 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 1y: compounded portfolio wealth divided by compounded CMS 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…
1y analysis · Full analysis span regression · 6 months rolling